Are you wondering how to create Power Automate Flows in Copilot faster and more easily? In this 10-minute clip from my Copilot for Power Platform Big Picture Course on Pluralsight, you will learn how Copilot can help you in Power Automate Cloud Flows!
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Video Summary
Here are the key points from the video:
- Creating Cloud Flows: Copilot in Microsoft Power Automate can help you create Cloud flows by simply describing what you want in natural language. It suggests a flow, including triggers and actions, which you can accept or ask for a different suggestion.
- Modifying Flows: Once the flow is created, you can continue to interact with Copilot to make any changes or additions. It can modify the flow based on your instructions, such as adding conditions or sending emails.
- Understanding Flows: You can ask Copilot to describe your flow step-by-step, which is helpful for understanding complex flows created by others. It can document the flow and explain each action.
- Interactive Assistance: Copilot remains available throughout the process, allowing you to ask questions about the flow, such as the titles of emails sent or who approvals are assigned to. It provides detailed answers based on the flow’s configuration.
- Practical Example: The transcript includes a practical example where a flow is created to start an approval when a new item is added to a SharePoint list. Copilot helps refine the flow, add conditions, and send emails based on approval outcomes.
For more information, read the transcript blog below, or watch the video above!
Video Transcript
Welcome to the third module of this course, where we will learn how to use Copilot in Microsoft Power Automate. Let’s start by exploring how Copilot can assist us with Cloud flows. There are three main ways Copilot can help: creating Cloud flows, modifying Cloud flows, and answering questions about them. For example, you can ask Copilot to describe your flow and more.
As soon as you go to Power Automate under the maker portal, Copilot will be there for you. All you need to do is tell Copilot what you want to build by describing it in natural language, just as you would to a consultant or someone building it for you. After you submit your description, Copilot will suggest a flow for you, including the trigger, action, and logic controls. You can review the suggested flow and either accept it or ask Copilot to give you a different suggestion. Once the flow is created, you can continue discussing with Copilot and request any changes or additions you might want to make to your flow, and Copilot will implement them for you. You can also ask Copilot questions about your flow, such as asking it to document your Cloud flow and explain what it does. This can be very helpful when you need to work with a large flow created by someone else and want to quickly understand its functionality.
Now that we have discussed the theory of creating a Cloud flow with Copilot, let’s head over to the lab and see Copilot in action. In the lab environment, I will open the browser and navigate to the Power Automate maker portal. On the homepage, Copilot is available, prompting me to automate something. I can enter my request in natural language, such as “start an approval when a new item gets added to a SharePoint list,” and then click on generate. After a few seconds, Copilot suggests a flow with the trigger set to SharePoint when a new item is created and the action to start and wait for approval. If the suggestion is not what I wanted, I can click on “show a different suggestion” to get another option. Once I am satisfied, I click on next, ensure all connections are in place, and create the flow.
In the new Power Automate designer, I noticed a few things that need fixing. For example, I can set the approval to require everyone’s approval, give it a title, and assign it to the appropriate user. Copilot remains available on the right side of the screen, allowing me to ask for further modifications, such as adding an email notification to the person who created the SharePoint item with the outcome of the approval. Copilot adds the necessary conditions and actions to the flow, ensuring it meets my requirements. If any changes are not as expected, I can use the undo button to revert them.
Additionally, I can ask Copilot to describe the flow step-by-step, which it does using bullet points. This documentation helps me understand the flow’s functionality. I can also ask specific questions, such as the titles of the emails sent in the flow or who the approvals are assigned to, and Copilot provides accurate answers based on the flow’s configuration.
In conclusion, Copilot in Cloud flows can help us create, customize, and understand our flows. It remains available throughout the process to answer any questions and assist with modifications. This concludes our discussion on Cloud flows. Let’s return to the slides and learn about desktop flows.
