In the event you’re a Microsoft 365 person, you might have seen the icon for the Energy Automate app listed amongst Microsoft apps you’re extra acquainted with, like Excel, Powerpoint, and Outlook. We’ll talk about what Energy Automate is and what it could actually do. Then we’ll check out a couple of helpful Energy Automate templates you can implement straight away.
Many workplace jobs contain repetitive duties that don’t take a rocket scientist to carry out–issues like saving an electronic mail attachment to a selected folder on OneDrive or Dropbox or making activity in Microsoft Planner out of a message in Microsoft Groups. These are the sorts of duties that Energy Automate was made to do.
What Is Microsoft Energy Automate?
Microsoft Energy Automate was known as Microsoft Circulation. It’s a toolkit much like IFTTT (If This Then That) that you should use to do issues like:
- Automate processes in enterprise settings.
- Ship computerized reminders when an activity is late.
- Automate repetitive handbook duties by recording mouse actions, keystrokes, and different steps.
In different phrases, Microsoft Energy Automate permits you to substitute handbooks and generally advanced processes with automated workflows.
Not Only for Microsoft Apps
As you’d count on, Microsoft Energy Automate connects to different Microsoft apps. You possibly can, for instance, arrange a course in Energy Automate that takes a message you obtain in Microsoft Groups and saves it to Microsoft OneNote.
However, what makes Energy Automate actually helpful is that it could actually additionally connect with a ton of third-party apps. The final time we checked, Energy Automate connects to over 500 different providers. Whoa.
Three Sorts of Flows
Microsoft categorizes issues you are able to do in Energy Automate into three sorts of flows:
- Cloud flows
- Desktop flows
- Enterprise course of flows
Let’s take a look at every type of move and go over why you may use it.
Energy Automate’s Cloud Flows
Cloud flows in Microsoft Energy Automate will be additional damaged down into three classes:
- Automated flows
- Prompt flows
- Scheduled flows
Automated flows are triggered by an occasion, like when a brand new tweet is posted with a selected hashtag or once you obtain an electronic mail from a particular particular person. You need to use an automatic move to attach accounts and permit them to speak with one another. For instance, you would create an automation that sends you a textual content message every time you get an electronic mail out of your boss.
The clicking of a button triggers on-the-spot flows. Let’s say you repeatedly electronic mail your group a reminder to hitch the each-day group assembly. You possibly can create a button to automate that. Create the button, after which any time you click on that button, an electronic mail is robotically despatched to your group reminding them to hitch the assembly. Not solely will that prevent time, however, it’s going to additionally minimize down on errors, like inadvertently leaving somebody off the e-mail.
A scheduled move automates duties on a schedule. As an illustration, you would create a scheduled move that robotically uploads information to a SharePoint website or a particular database.
These are the three sorts of Energy Automate flows that cope with data within the cloud. Subsequently, we’ll take a look at flows for duties you carry out on your desktop.
Energy Automate’s Desktop Flows
Microsoft has a software known as Energy Automate Desktop that extends the capabilities of Energy Automate, enabling you to automate repetitive desktop processes, and that features actions you carry out on the net. It’s much like recording a macro in Excel. You may report a sequence of actions and specify the situations that should be true to set off that set of actions.
For instance, you would create a desktop move that extracts information from a website and provides it to an Excel file. Or you would arrange a move that mixes Microsoft Phrase paperwork into PDFs.
Energy Automate’s Enterprise Course of Flows
Let’s say you’ve gotten workers who reply to customer support requests. Irrespective of which worker is interacting with a buyer, you need them to observe the very same steps, so the client expertise is constant.
In different phrases, you should use an enterprise course of a move to arrange a sequence of steps for individuals to observe to realize a selected final result. As an alternative to counting on worker coaching alone, enterprise course flows information to the worker and assist them to keep away from errors.
Helpful Energy Automate Templates
Maybe the simplest technique to wrap your thoughts around what Microsoft Energy Automate can do is discover some templates. In the event you’ve used IFTTT, you’re acquainted with this idea. Energy Automate templates are identical to applets or recipes in IFTTT.
You need to use Energy Automate templates as-is, or you possibly can tweak them to suit your particular circumstances and objectives. Listed below are a couple of to get you began.
Helpful Automated Circulation Templates
Every time you get an electronic mail with an attachment, the attachment might be saved to your OneDrive in a folder known as E-mail Attachments from Energy Automate.
Any time there’s a tweet with a couple of key phrases you specify, Energy Automate will ship out an electronic mail with some fundamental person particulars concerning the account that posted the tweet.
Helpful Prompt Circulation Templates
- Ship me a reminder in 10 minutes.
This move template creates a button that can ship you a customized delayed reminder.
- Schedule a gathering with a message sender.
This move lets you schedule a gathering with the sender of any message from a Microsoft Groups channel or chat.
Helpful Scheduled Circulation Templates
- E-mail me with a listing of upcoming calendar occasions.
This template will take a look at your calendar and ship you an electronic mail abstract of your upcoming week, together with data on flights, accommodations, and climate.
- Ship a Workplace 365 Outlook reminder electronic mail for early conferences the subsequent day.
This can be a nice one for individuals who neglect to have a look at tomorrow’s schedule however do regularly verify emails. If there are any conferences the subsequent day earlier than the time you specify, it’s going to ship a reminder to your Outlook electronic mail.
Spend Extra Time Doing the Issues No One Else Can Do
Microsoft’s tagline for Energy Automate is, “Take care of what’s important. Automate the rest.” You must admit, they’ve received some extent. In the event, you automate what will be automated, that leaves you extra time for extra necessary issues like strategizing, deep considering, and stress-free. The long-run is now, and it’s time to place the robots to give you the results you want!