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Technical Knowledge Required: This is a no-code solution that is very intuitive to use and has plenty of documentation. You must be very careful when creating workflows to ensure you are using proper links and routing, but otherwise it is very easy to use. After creating a few flows, you become very familiar with how they work and can create them quickly and easily, which is great if you need to create lots of flows for your client. 

Using Power Automate: There There are a lot of pre-existing templates you can use to perform common flows as seen in the below picture:   Image Removed

You can also create custom flows. This is where you can choose your trigger (an action that causes the flow to run automatically, which is useful for improving efficiency and saving time), where you would like to get information from, where you want to move information to, and many other actions. You can also create copies of your custom flows to use again as templates. Below is an example of a flow that is used to take form submissions from JotForm, upload them into a specific folder in SharePoint, and create a document from the form (.pdf, .doc, etc) that is named dynamically using form submission data. 

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In this instance, we have used the JotForm connector to access form submissions from the client’s JotForms account. We then use the HTTP connector to retrieve the submitted form data and then create a .pdf of that form in a specific folder within our client’s SharePoint site. Please note that the HTTP connector and JotForm connectors are Premium connectors and thus require the use of a Premium Power Automate account. 

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Testing: You You can also test your flows in Power Automate, and it will let you know if the flow fails, has warnings, or succeeds. This is very useful as it will tell you where the flow is failing so you can identify specific parts of the flow to fix. Testing is available upon completing trigger actions or using past data. Below is an example of a failed flow that tells us that the file was not successfully created. You then know exactly what part of the flow is causing the failure, and can fix the flow accordingly. Image Removed 

Resources: If you have questions about how to automate a specific process, there are many forums and documentation you can find by searching on Google. You can also talk to a representative in Power Automate sales if you have questions on licensing or what you can do with Power Automate.