Friday, December 15, 2017

Create a Simple Automation using Microsoft Flow


Create a Simple Automation using Microsoft Flow.

This is very simple scenario where you can use Microsoft Flow to create a simple automation.

Scenario:



Assume that you are having support email address on Gmail and you want to create a follow up task to the supporting team which is on the Microsoft Outlook environment.


To begin the automation we need to understand few key concepts.

  • Connections
  • Triggers
  • Actions


Connections

Connections are the middle man who connects Microsoft Flow with other systems. For this scenario we need two connections.

  • Gmail Connection
  • Outlook connection


Triggers

In simple you can think as how to start the automation flow, in this scenario receiving email is the trigger to the workflow.

Actions


Actions are basically what we do after initiating the Flow. Here we need to create a Outlook task and it will be our action.

Launching Microsoft Flow



If you need to know about basic details please refer this link.
There are so many ways to start with existing template. To be familiar with the process and make it simple we will start as a Blank Template.

Start with Bank template



Add a trigger to read from Gmail



Click on Gmail and proceed with Trigger Gmail - When a new email arrives. If you don’t have any connections (if this is your first time), Flow will ask to sign in to your Gmail and it will automatically create a connection for you.


You need to grant the access to Flow to read from your Email.


After that you need to specify the Gmail Label, If you have a specific label specified you can choose it from the list or just go with the inbox.



Add an Action




Action is where you going to create a task to Outlook. Thus search for the Outlook Task and click on it to proceed.



It is a first time connecting to Outlook it will ask the credentials to proceed.




Once you are ready with credentials, you will see a screen with task creation. You can take the body from the Email and insert it as Task Body. To do that you need to find the relevant field form Dynamic content.


Click on Save to create the Flow.




Now you are done. You will see the task created it the Outlook once you received an Email to your Gmail.
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