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Henry Habib

Note: this course is specifically on Microsoft Power Automate Desktop, the application found on Windows 10/11 that enables users to automate their desktop and web tasks.

Do you want to automate a repetitive task on your desktop? Is there a daily / weekly / monthly task that you do on your desktop or web that you want to automate? Do you want more time back in your day, to focus on higher value business tasks? Then this is the course for you. Are you an automation enthusiast? Welcome to Microsoft Power Automate Desktop.

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Note: this course is specifically on Microsoft Power Automate Desktop, the application found on Windows 10/11 that enables users to automate their desktop and web tasks.

Do you want to automate a repetitive task on your desktop? Is there a daily / weekly / monthly task that you do on your desktop or web that you want to automate? Do you want more time back in your day, to focus on higher value business tasks? Then this is the course for you. Are you an automation enthusiast? Welcome to Microsoft Power Automate Desktop.

Learn from more than 12 hours of relevant instructional video content, with the only complete beginner to expert guide on Microsoft Power Automate Desktop

Any desktop or web related task can be automated. Learn how to automate folder and file creation, read and write excels, create conditional logic statements and loops, apply inputs and message boxes, manipulate text, integrate with cloud flows, and so much more.

The Microsoft Power Automate platform is quickly growing in demand and is currently the highest adopted system is medium-to-large companies (along with PowerApps) and one of the most sought after Microsoft skills, both personally and for business. People have leveraged Microsoft Power Automate to free up several hours in their work day, so that they can focus on more important things. In fact, Forrester has reported that Power Automate makes businesses on average 15% more efficient. Microsoft Power Automate empowers everyone, from end users to technology experts.

Microsoft Power Automate also contains powerful Robotic Process Automation (RPA) capabilities (both attended and unattended). You can start implementing RPA in your workflow with Power Automate. In fact, Power Automate was labelled as a Visionary by Gartner in July 2022, and RPA continues to become more popular.

This is the only complete guide to Microsoft Power Automate Desktop, from beginner to expert. This course is not only comprehensive (it covers everything you need to know right from the start / beginner level) but is also instructional in nature, meaning that as we learn new concepts, we are also integrating them in the application. Don't just learn concepts, learn how to actually apply them. That also means that whether you are a beginner or expert, there's something for you in this course.

This course is structured in a way that helps you learn all the concepts. For each concept, we first cover it in theory and then apply it using a real life example. We also progressively learn more and more advanced concepts, so that you never feel overwhelmed and can achieve your goals. There is also a Q&A section and you can always reach out to me.

Again, this is the complete guide to Microsoft Power Automate Desktop - you won't ever need another course.

What is Power Automate?

Microsoft Power Automate is a no-code and easy-to-use platform to automate repetitive tasks and improve efficiency. Individuals and workers use Power Automate to streamline their workflows and automate routine tasks, so they can focus more on high value work. Users of Power Automate has seen a 15% increase in productivity after using Power Automate for only a week.

What is the difference between Power Automate Cloud vs. Power Automate Desktop?

There are two main flavors of Power Automate: Cloud and Desktop

  • Power Automate Cloud: Cloud is used to automate tasks within software applications (think Emails, OneDrive, Twitter, Trello, SharePoint, Excel Online) that exist in the cloud. Connectors (or app bridges) are used, and a Microsoft 365 account is required. This course does not cover Power Automate Cloud.

  • Power Automate Desktop: Desktop is more popular, as it uses the programs on your local machine and works with desktop and web interactions. Anything that you do on your computer desktop or web, you can automate with Power Automate Desktop, including legacy and first-party applications. Power Automate Desktop is available to Windows 10 users, and comes pre-installed with Windows 11.

What can you do with Power Automate Desktop?

Microsoft Power Automate Desktop can be used to automate tasks in your desktop and web applications. Here are some of the tasks that you can automate with Power Automate Desktop, that you cannot with Power Automate Cloud:

  • Create, read, and write folders and files on your machine

  • Edit, read, and write local Excel files

  • Perform CMD and scripting actions

  • Create and read PDF files using OCR

  • Record actions on any software applications (even legacy or independent / first-party) and automate it

  • Automate web page clicking and typing, and extract values you need

  • Robotic Process Automation

What are the main features of Power Automate Desktop?

  • Desktop and web automation - automate anything on your desktop and on the web browser, including reading / writes files, sending and processing emails, and scraping values from websites

  • No code and easy to use - no code required; Power Automate Desktop uses a workflow designer that is a drag-and-drop based system

  • Comprehensive and extensible - automate all programs using UI Automation features, including legacy programs; extend to other software applications using recorders

  • Link to cloud flows - link Desktop flows to Cloud flows; enabling you to transfer information between both types and trigger unattended and attended Desktop processes

  • Sophisticated logic - use complex logic gates to make your Desktop flows sophisticated, including conditions, variables, loops, error handling, subflows, and more

  • Share flows - share flows with anyone, allowing you to create impact and improve productivity for yourself, your team, and across your organization

  • UI and browser recorders - create automated flows by recording the task yourself, and Power Automate Desktop does the rest

  • Robotic Process Automation - embrace RPA for both desktop and web by performing automation tests, in both attended and unattended desktops

  • The future - Microsoft has included Power Automate Desktop pre-installed in Windows 11 for a reason; automation available to everyone is the future

Why learn Power Automate Desktop?

  • Productivity - improve your productivity by automating routine and repetitive tasks; any task on your desktop or web can be automated, so you can get time back and focus on your high value tasks instead

  • Create impact - replace many business tasks with the click of a few buttons, and with no code; this means you could save your organizations countless hours in mundane work that can be automated

  • Improve your toolkit - add automation to your list of skills; automation is highly sought after, and works great with the full Power Platform suite (Power Apps, Power Automate Cloud, Power Virtual Agents, and so forth)

Why choose this course?

  • Complete guide - this is the 100% start to finish, zero to hero, basic to advanced guide on Power Automate Desktop. There is no other course like it that teaches you everything from start to finish. It contains over 12 hours of instructional content.

  • Fully instructional - we not only go through important concepts, but also apply them as we are building our application so that we can solidify them. This is not only a walkthrough of the Power Automate Desktop features, but a course that actually builds applications with you

  • Step by step - we go through every single concept in a sequential order (from beginner to expert). This improves your probabilities of learning Power Automate Desktop rather than going haphazardly through each feature.

  • Learn to learn - during the latter parts of the course, we go through situations where we encounter new features or errors, and work through how we would use the documentation to resolve them. In this way, you not only learn about Power Automate Desktop inside and out, but learn how to resolve your own issues as they come up

  • Teacher response - if there's anything else you would like to learn, or if there's something you cannot figure out, I'm here for you.

  • Reference material - follow along. I provide all reference material directly to you so you can follow along in your learning journey

Course overview

  • Introduction - learn about Power Automate Desktop, its features, how to succeed in the course, course overview, and at the reference material

  • Beginner - create basic flows, perform flows with files and folders, manipulate text and date elements, and use email (Outlook) in your flows

  • Intermediate - Add inputs and message boxes for your users, make your flows more sophisticated using conditions, variables, loops, flow action controls, and Excel; automate any application using UI Automation

  • Expert - automate web activity using Browser Automation and recorders, performing database actions using HTTP, read PDF files using OCR, and integrate with your cloud flows

  • Advanced - automate systems, CMD actions, scripting actions (Python, Powershell), and learn about workstation actions

  • Conclusion - earn your Microsoft Power Automate Desktop certification, and read about next steps

If you want to learn Microsoft Power Automate Desktop, this is the course for you. We're looking forward to having you in the course and hope you earn the certificate.

Music credits: bensound

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What's inside

Learning objectives

  • Use power automate desktop to automate any routine or repetitive task
  • Understand how to create sophisticated logic in automating your tasks, with conditionals, loops, and variables
  • Manipulate folders, files, text fields, and more when automating a task
  • Execute, share, and manage your power automate desktop flows
  • Link your power automate desktop flows to your cloud flows, and send information back and forth to create more sophisticated flows
  • Use the ui and browser automation and recorders to quickly create and automate your workflows, with no code
  • Use power automate desktop to enable robotic process automation to take your workflows to the next level

Syllabus

Introduction
What is Power Automate Desktop?
Course tips
Different types of flows
Read more
Features of Power Automate Desktop
Why learn Power Automate Desktop?
Course roadmap
Keys to success
Instructor overview
Ways to reach out
Watch in 1080p
Leave a rating
Beginner - Basic Flows
Download Power Automate For Desktop
Environment walkthrough
Introduction to new flow screen
Create a simple flow - create a text file
Add an action and action parameters
Run a flow
Modify flow settings
Add more than one action into a flow
Add input variables into a flow and use them in a flow
Add input variables into a flow and use them in a flow continued
Use output variables in subsequent actions
Beginner - Files and Folders
Copy actions - Move and Copy
Copy actions - Move and Copy continued
Read and writes
Read and writes continued
Read and writes CSV Data
Get Subfolders
Get Files in Folders
If folder exists
If folder exists continued
Beginner - Folders and Compression
Delete actions
Get special folder
Compression - compress
Compression - uncompress
Beginner - Text and Date
Text manipulation
ext manipulation continued
Text manipulation - conversions and date / time
Create random text
Escape text for regular expression
Recognize Entities in Text
Beginner - Email and Outlook
Retrieve email message from Outlook
Process emails
Process emails continued
Send email messages in Outlook
Intermediate - Inputs and Message Box
Display message
Display input dialog
Display select file dialog
Display select from List
Display Custom Form
Intermediate - Conditions, Variables, and Loops
Intro to variables
Lists
Lists from file
Lists from datasource
Working with multiple lists
Working with additional Info (dot notation)
IF statements
ELSE statements
ELSE IF statements
SWITCH statements
SWITCH Run
Loops - For Each
Loops - Loop
Loops - Loop with Variable
Loops - Loop Condition
Loops - Loop Condition - Logic
Loops - Next and Exit
Loops - Nested Loops
Loops - using Loops - Examples in Files and Emails
Intermediate - Flow Action Controls
Wait and Stop
Go To and Label
Subflow
Subflow run
Error Handling
Errors, Debug and Next Action
Intermediate - UI Automation
Introduction to UI Automation
UI Automation - Navigation
UI Automation - Navigation and Programs
UI Automation - Data Entry UI Picker
UI Automation - Data Entry Images, Send Keys and Move Mouse
Intermediate - Excel
Excel - Open and Read
Excel - Write, Worksheets, Save and Close
Excel - Other Actions
Expert - Browser Automation
Open Browser and Navigate to Web Page
Download from Web Browser
Form Fill and Data Extraction
Expert - Records
How to use Desktop recorder

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Offers a comprehensive guide to Power Automate Desktop, enabling users to automate repetitive tasks and improve efficiency in their daily work, which can lead to significant time savings
Explores Robotic Process Automation (RPA) capabilities within Power Automate Desktop, allowing users to implement attended and unattended automation in their workflows, which is a growing trend in the industry
Begins with basic concepts and progressively introduces more advanced features, ensuring that learners can gradually build their skills and knowledge without feeling overwhelmed, which is ideal for those new to automation
Integrates theoretical concepts with real-life examples, allowing learners to apply their knowledge and solidify their understanding of Power Automate Desktop, which is more effective than simply learning concepts in isolation
Focuses specifically on Microsoft Power Automate Desktop, an application found on Windows 10/11, which means that learners will need access to a Windows machine to fully participate in the course and practice the concepts taught
Does not cover Power Automate Cloud, which may be a drawback for learners interested in automating tasks within software applications that exist in the cloud, as it focuses solely on desktop automation

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Power Automate - Complete Guide to Power Automate Desktop with these activities:
Review Basic Programming Concepts
Strengthen your understanding of fundamental programming concepts like variables, loops, and conditional statements. This will make grasping the logic behind Power Automate Desktop flows much easier.
Browse courses on Variables
Show steps
  • Review online tutorials on basic programming concepts.
  • Complete practice exercises on coding websites.
  • Write pseudocode for simple automation tasks.
Read 'Automate the Boring Stuff with Python'
Gain a foundational understanding of automation principles and programming logic. This book will help you think algorithmically and design more efficient Power Automate Desktop flows.
Show steps
  • Read the chapters relevant to file manipulation and web scraping.
  • Complete the practice projects at the end of each chapter.
  • Adapt the Python scripts to Power Automate Desktop flows.
Practice Creating Simple Flows
Reinforce your understanding of basic actions and flow design. Repeated practice will build muscle memory and improve your flow creation speed.
Show steps
  • Create flows to automate simple tasks like renaming files.
  • Build flows to extract data from a text file and write it to another.
  • Automate sending a simple email with a predefined subject and body.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Document Your Flows
Improve your understanding of flow logic by documenting each step. This will also help you troubleshoot and maintain your flows more effectively.
Show steps
  • Add comments to each action in your flows explaining its purpose.
  • Create a separate document outlining the overall flow logic.
  • Include screenshots of key actions and variables.
Automate a Daily Report Generation
Apply your knowledge to a real-world scenario by automating a daily report generation process. This will solidify your understanding of various actions and flow control mechanisms.
Show steps
  • Identify a daily report you currently generate manually.
  • Design a Power Automate Desktop flow to automate the process.
  • Test and refine the flow to ensure accuracy and efficiency.
  • Schedule the flow to run automatically each day.
Explore Advanced Actions
Deepen your understanding of Power Automate Desktop by exploring advanced actions like web automation and database integration. This will expand your automation capabilities.
Show steps
  • Find tutorials on automating web tasks using browser automation.
  • Follow tutorials on connecting to databases and retrieving data.
  • Experiment with different actions and settings to understand their functionality.
Create a Flow Template and Share It
Solidify your knowledge by creating a reusable flow template and sharing it with others. This will demonstrate your mastery of Power Automate Desktop and help others automate their tasks.
Show steps
  • Identify a common automation task that can be generalized.
  • Design a Power Automate Desktop flow to automate the task.
  • Create a template from the flow and add clear instructions.
  • Share the template with colleagues or online communities.

Career center

Learners who complete Power Automate - Complete Guide to Power Automate Desktop will develop knowledge and skills that may be useful to these careers:
Automation Specialist
An Automation Specialist focuses on identifying and implementing opportunities to automate repetitive tasks, making this course extremely valuable. This role involves creating, testing, and deploying automated solutions using tools like Power Automate Desktop. The course provides a comprehensive guide to Power Automate Desktop, covering everything from basic flow creation to advanced techniques such as UI automation and browser automation, which are essential for this job. It is designed to empower one to automate any process, which will lead to more time to focus on higher value work. The course's focus on practical application will allow one to easily implement solutions in the work place. A person in this role should take this course to gain a comprehensive understanding of the tool and learn how to automate a variety of processes.
Robotic Process Automation Developer
A Robotic Process Automation Developer designs, develops, and implements software robots that automate business processes. This course is particularly relevant as it is a complete guide to Power Automate Desktop, which contains powerful robotic process automation capabilities. This includes creating flows to automate tasks in desktop and web applications. A successful RPA developer should be well versed in how to create complex logic, use loops, and manipulate data flows, each of which is covered in this course. A person in this role would find this course useful because it teaches both Robotic Process Automation concepts, and provides practical examples.
Business Process Analyst
A Business Process Analyst examines and improves organizational processes. This role involves identifying areas where automation can increase efficiency. This course will help the business process analyst to understand the capabilities of desktop automation. The course covers creating flows, working with variables and logic, and automating tasks on web and desktop applications. All of this knowledge would be highly useful for a business process analyst. Someone in this role should take this course to learn a powerful tool that facilitates efficiency across the organization. Using this knowledge, one can improve the workflow for the entire organization.
IT Support Specialist
An IT Support Specialist provides technical assistance, including troubleshooting and resolving issues, and can use automation to streamline tasks. This role would benefit from the course's comprehensive guide to Power Automate Desktop. The course teaches how to automate tasks on a desktop, including file creation, reading excel files, and performing web interactions. All of these skills can be used to resolve issues faster, or even automate the issue resolution itself. An IT support specialist should take this course to add automation to their list of skills, and to save time and resources. The skills learned in the course would enhance productivity for the IT support specialist and the entire team
Data Entry Specialist
A Data Entry Specialist inputs data into computer systems. This is often a repetitive task, and is often a prime use case for automation. This course explores Power Automate Desktop, which is designed to automate repetitive tasks. The course covers using UI automation to record actions on any software application, and creating flows to automate data entry using the keyboard and mouse. This course may be useful to those in a data entry role because it enables them to automate many of their routine tasks. A person in this role should take this course to increase efficiency and reduce errors in their everyday work.
Office Administrator
An Office Administrator manages daily administrative tasks, many of which can be automated. This course will be useful to this role because it contains a comprehensive guide on Power Automate Desktop, which is designed to automate repetitive tasks. The course covers using variables, loops, conditions, and UI automation techniques, all of which contribute to more efficient management. With the skills learned in this course, an office administrator can greatly improve workplace efficiency for the entire organization. An office administrator should take this course to automate time-consuming administrative tasks.
Help Desk Analyst
A Help Desk Analyst provides technical support to users, often dealing with repetitive issues which are easily automated. The skills learned in this course may help a Help Desk Analyst to automate their most repetitive tasks. The course teaches how to use Power Automate Desktop to automate desktop and web applications. A Help Desk Analyst may take this course to learn how to automate the process of troubleshooting and resolving user issues. This course will empower one to create simple automation flows, which will save time and resources. The course will allow a person in this role to create impact across their team.
Digital Transformation Analyst
A Digital Transformation Analyst identifies and implements digital solutions to improve business processes. This course, a comprehensive guide to Power Automate Desktop, which is a tool used to automate processes, may be useful to the digital transformation analyst. The course covers creating flows, working with variables and logic, and automating tasks on both desktop and web applications. This course will help one learn the core skills needed to implement digital solutions. A person in this role should take this course to learn a critical tool for automating processes and driving digital transformation across the company.
Process Improvement Coordinator
A Process Improvement Coordinator focuses on optimizing business processes and workflows. This course teaches the skills that such a professional may find valuable in their work. The comprehensive guide to Power Automate Desktop provided by this course, including instruction on creating flows, integrating with cloud systems, and utilizing UI automation, may help one identify areas where processes can be improved. A process improvement coordinator should take this course to master the art of desktop process automation. It is a tool that will lead to more efficiency and productivity across an organization.
System Administrator
A System Administrator manages and maintains computer systems and networks. This course may be useful as this role often involves repetitive tasks that can be automated. The course covers using Power Automate Desktop to automate file creation, excel editing, and web interactions. System administrators should take this course to learn how to create automation flows for routine tasks, which will save time and resources. With this skill, a system administrator can ensure that systems are running efficiently and without errors.
Technical Support Engineer
A Technical Support Engineer provides technical assistance to customers, often needing to diagnose and resolve a variety of issues, some of which are repetitive. This course may be useful to this role. The course covers Power Automate Desktop, and teaches one how to automate interactions with web and desktop applications. This can be used to troubleshoot systems faster. A technical support engineer may take this course to improve their skills and provide faster and more efficient support to their clients. The skills learned in this course will lead to improvement in the quality of support.
Data Analyst
A Data Analyst interprets data and identifies trends. Data collection and manipulation is a common aspect of this role, which may be automated, in part. This course, a comprehensive guide to Power Automate Desktop, may be useful as the platform has the ability to automate tasks in both web and desktop applications. The course covers manipulating text and dates, working with spreadsheets, and automating processes on a desktop. A data analyst may take this course to learn how to automate aspects of data gathering. This would allow more time to be spent on the important tasks of interpretation and analysis.
Project Coordinator
A Project Coordinator assists with organizing and managing project tasks and communications. In this role, many tasks are repetitive. This course may be useful, as it is designed to automate repetitive tasks by using desktop automation techniques. The course covers creating flows, using loops and conditions, and automating processes on web and desktop applications. These skills would help one in this role to automate many of their routine tasks, leading to more time to execute on high value work. Taking this course will help one maximize their efficiency, which will lead to better project coordination.
Customer Service Representative
A Customer Service Representative interacts with customers to address inquiries and resolve issues, some of which can be addressed with automated workflow. A customer service representative may find this course useful. The course covers using Power Automate Desktop to automate interactions with desktop and web applications. A customer service representative could use this to automate the process of retrieving common information, for example. A person in this role should take this course to learn how to use desktop automation to resolve customer issues more efficiently. In so doing, their customer interactions will be more impactful.
Administrative Assistant
An Administrative Assistant provides support with various clerical and administrative tasks. This course may be helpful as many of the tasks that an administrative assistant completes are repetitive and easily automated. The course focuses on teaching Power Automate Desktop, a tool for automating tasks on both web and desktop applications. The skills taught, such as working with loops, conditions, and variables, may allow an administrative assistant to improve their workplace efficiency. The course may assist in making this role more impactful and satisfying, as the repetitive tasks can be minimized.

Reading list

We've selected one 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 Power Automate - Complete Guide to Power Automate Desktop.
Provides a practical introduction to programming using Python, focusing on automating everyday tasks. While Power Automate Desktop is no-code, understanding the underlying logic of automation will greatly enhance your ability to design effective flows. This book is commonly used as a textbook and is helpful for those with little to no programming experience.

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