Power Automate (formerly Microsoft Flow) lets staff build low-code workflows that move data between Microsoft 365 and hundreds of connectors—approvals, reminders, and CRM updates without hiring a developer for every idea.
What businesses automate first
| Scenario | Example flow |
|---|---|
| Approvals | Manager approves leave or capex in Teams/Outlook |
| Notifications | Post to a channel when a SharePoint file changes |
| Data capture | Form submission creates row in Excel or Dataverse |
| Ticketing | Email to support@ creates planner task or CRM case |
Cloud flows vs desktop flows
- Cloud flows run in Microsoft's cloud—best for SaaS integrations.
- Desktop flows (RPA) click through legacy Win32 apps—use when no API exists; govern carefully.
Governance you should not skip
- Create a environment strategy (default vs dedicated production).
- Limit who can create premium connectors (SQL, HTTP with auth).
- Monitor run history for failures leaking data to wrong channels.
- Document owners when the employee who built the flow leaves.
Licensing notes
Many standard connectors are included with business plans; premium connectors and unattended RPA may need add-on licenses. Count flows that touch SQL, ERP, or high-volume runs before go-live.
Relationship to SharePoint and Teams
Flows often trigger from SharePoint item created or Teams channel message—design libraries and forms with automation in mind (consistent columns, required metadata).
Partner builds
Citizen developers excel at departmental flows; partner-built templates help finance and HR where mistakes are costly. Ask via contact for starter packs aligned to your tenant.
