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Automize Business Communication using Power Automate

Dora Hrvoj
Imagine you're organizing a fundraising event. After the event, it is necessary to send thank-you notes to donors, but donations are hard to track since they arrive before, during and after the event, and manually sending emails to each donor would take too...
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Imagine you're organizing a fundraising event. After the event, it is necessary to send thank-you notes to donors, but donations are hard to track since they arrive before, during and after the event, and manually sending emails to each donor would take too long. Thankfully, such manual and repetitive business processes are easy to automate, and this guided project, “Automize Business Communication using Power Automate” is for any business professional who is looking to automate any similar business task. With Power Automate, you will create a flow that can be triggered every time someone makes a donation. When you press Run, the flow will display a form with certain fields that have to be populated, such as name, e-mail, address, donation amount (or any other information we need about the donor). When the event ends, we will have a list of all the people who made donations in an Excel table. Then you will make another flow that will send thank-you notes to each donor on the list. After that, the flow will single out the people who donated the largest amounts and forward that list to the manager who can then send them a special thank-you note or a small gift. The requirement for taking this project is to have a free Microsoft account, but if you don’t have it, you can create one in just a few clicks (notes on how-to are included in this project). Since this project uses Power Automate (part of the Microsoft Power Platform), you will also need access to a free Microsoft 365 Developer Program subscription. In the first task you will be given instructions on how to sign up for it! Anyone can learn to use Power Automate regardless of their educational background! If you would like to make your life easier by automating manual, time-consuming business tasks which are hard to track, then this project is for you! Let's get started!
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Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Teaches skills that are core to business administration
Develops skills in using Microsoft Power Automate
Provides a hands-on project to apply skills learned
Taught by experienced instructors in the field
Requires a Microsoft 365 Developer subscription
Requires a free Microsoft account

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Activities

Coming soon We're preparing activities for Automize Business Communication using Power Automate. These are activities you can do either before, during, or after a course.

Career center

Learners who complete Automize Business Communication using Power Automate will develop knowledge and skills that may be useful to these careers:
Business Analyst
As a Business Analyst, you will be responsible for analyzing and improving business processes. This course will help you build a foundation in process automation, which is an essential skill for Business Analysts. You will learn how to use Power Automate to automate manual tasks, such as sending emails and creating reports. This will allow you to streamline your workflow and free up your time to focus on more strategic tasks. Additionally, this course will help you develop strong communication skills, which are essential for success in any business role.
Project Manager
Project Managers are responsible for planning and executing projects. This course will help you build a foundation in project management, including how to use Power Automate to automate project tasks. You will learn how to create workflows that will help you track project progress, manage resources, and communicate with stakeholders. This will allow you to streamline your projects and ensure that they are completed on time and within budget.
Marketing Manager
Marketing Managers are responsible for planning and executing marketing campaigns. This course will help you build a foundation in marketing, including how to use Power Automate to automate marketing tasks. You will learn how to create workflows that will help you track campaign results, manage social media, and send out email newsletters. This will allow you to streamline your marketing efforts and reach your target audience more effectively.
Sales Manager
Sales Managers are responsible for leading and motivating sales teams. This course will help you build a foundation in sales management, including how to use Power Automate to automate sales tasks. You will learn how to create workflows that will help you track sales leads, manage customer relationships, and close deals. This will allow you to streamline your sales process and increase your sales revenue.
Operations Manager
Operations Managers are responsible for overseeing the day-to-day operations of a business. This course will help you build a foundation in operations management, including how to use Power Automate to automate operations tasks. You will learn how to create workflows that will help you track inventory, manage customer orders, and optimize your supply chain. This will allow you to streamline your operations and improve your efficiency.
IT Manager
IT Managers are responsible for overseeing the IT infrastructure of a business. This course will help you build a foundation in IT management, including how to use Power Automate to automate IT tasks. You will learn how to create workflows that will help you manage servers, networks, and security. This will allow you to streamline your IT operations and improve your efficiency.
Human Resources Manager
Human Resources Managers are responsible for managing the human resources of a business. This course will help you build a foundation in human resources management, including how to use Power Automate to automate HR tasks. You will learn how to create workflows that will help you track employee records, manage payroll, and conduct performance reviews. This will allow you to streamline your HR operations and improve your efficiency.
Financial Manager
Financial Managers are responsible for managing the finances of a business. This course will help you build a foundation in financial management, including how to use Power Automate to automate financial tasks. You will learn how to create workflows that will help you track income and expenses, manage budgets, and prepare financial reports. This will allow you to streamline your financial operations and improve your efficiency.
Data Analyst
Data Analysts are responsible for collecting, analyzing, and interpreting data. This course will help you build a foundation in data analysis, including how to use Power Automate to automate data analysis tasks. You will learn how to create workflows that will help you clean data, analyze data, and visualize data. This will allow you to streamline your data analysis process and improve your efficiency.
Business Consultant
Business Consultants are responsible for helping businesses improve their performance. This course will help you build a foundation in business consulting, including how to use Power Automate to automate consulting tasks. You will learn how to create workflows that will help you gather data, analyze data, and develop recommendations. This will allow you to streamline your consulting process and improve your efficiency.
Software Developer
Software Developers are responsible for designing, developing, and maintaining software applications. This course may be useful for those interested in learning how to use Power Automate to automate software development tasks. You will learn how to create workflows that will help you build, test, and deploy software. This will allow you to streamline your software development process and improve your efficiency.
Quality Assurance Analyst
Quality Assurance Analysts are responsible for ensuring that software applications meet the required quality standards. This course may be useful for those interested in learning how to use Power Automate to automate quality assurance tasks. You will learn how to create workflows that will help you test software, identify defects, and track progress. This will allow you to streamline your quality assurance process and improve your efficiency.
Technical Support Specialist
Technical Support Specialists are responsible for providing technical support to customers. This course may be useful for those interested in learning how to use Power Automate to automate technical support tasks. You will learn how to create workflows that will help you track customer issues, manage support requests, and resolve problems. This will allow you to streamline your technical support process and improve your efficiency.
Customer Service Representative
Customer Service Representatives are responsible for providing customer service to customers. This course may be useful for those interested in learning how to use Power Automate to automate customer service tasks. You will learn how to create workflows that will help you track customer inquiries, manage customer accounts, and resolve problems. This will allow you to streamline your customer service process and improve your efficiency.
Data Entry Clerk
Data Entry Clerks are responsible for entering data into computer systems. This course may be useful for those interested in learning how to use Power Automate to automate data entry tasks. You will learn how to create workflows that will help you import data, clean data, and format data. This will allow you to streamline your data entry process and improve your efficiency.

Reading list

We've selected ten books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Automize Business Communication using Power Automate.
This influential book provides timeless principles for effective leadership and management. It emphasizes the importance of time management, delegation, and communication, which are crucial for successful automation.
Provides a framework for effective communication and explanation. It covers techniques for organizing information, using visuals, and engaging your audience, which are all important skills for automating business communication.
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This classic book explores the concept of flow and its relevance to productivity and creativity. It provides insights into how to create optimal conditions for focused work, which is essential for successful automation.
Celebrates the strengths and contributions of introverts. It provides valuable insights into the importance of quiet time, reflection, and collaboration, which are all essential for successful automation.
Explores the psychological principles of persuasion and influence. It provides insights into how to communicate effectively and build relationships, which is essential for successful email marketing and communication.
Introduces the principles of lean methodology and its application in startups. It provides a framework for testing and validating business ideas and processes, which is relevant for automating business communication.
This thought-provoking book provides a comprehensive overview of human history and evolution. It offers valuable insights into the nature of human behavior and communication, which can be applied to automating business processes.

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