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Types of Power Automate flows
Power Automate is a service that you can use to automate repetitive tasks to bring efficiencies to any organizations.
You can create cloud flows, desktop flows, or business process flows.
| Type | Trigger | Use case | Automation target | |
|---|---|---|---|---|
| Automated flow | Cloud flow | An event | Create an automation that is triggered by an event, such as an incoming email from a specific client, or a comment of your company in social media. | Connectors for cloud or on-premises services connect your accounts and enable them to talk to each other. |
| Instant flow | Cloud flow | A click of a button | Start an automation with a click of a button. You can automate for repetitive tasks from your Desktop or Mobile devices. For example, instantly send a reminder to the team with a push of a button from your mobile device. | Automate any task. Wide range of tasks such as requesting an approval, an action in Teams or SharePoint. |
| Schedule flow | Cloud flow | A (reoccurring) time | Schedule an automation such as daily data upload to SharePoint or a database, or send a email to client at certain time on daily basis | Tasks that need to be automated on a schedule. |
| Desktop (UI) flow | Desktop or website | Any of above | To trigger desktop flows through Power Automate, you have to use machines or machine groups. Below are some use cases: 1. Quickly organize your documents using dedicated files and folders actions; 2. Accurately extract data from websites and store them in excel files using Web and Excel automation; 3.Apply desktop automation capabilities to put your work on autopilot | Records and automates a process in the desktop and website. Alternatively, you can use the two legacy methods of creating desktop flows: Windows recorder (V1) and Selenium ID. |
| Business process flow | A component of Dynamics 365 based on Dataverse(CDS) | Any of above | Ensure that people enter data consistently and follow the same steps every time they work with a customer by creating a business process flow. For example, 1. You might want to create a business process flow to have everyone handle customer service requests the same way. 2. Onboarding and training new employees. 3. Nurturing sales leads and closing the loop on opportunities | Provide a guide for people to get work done. Use business process flows to define a set of steps for people to follow to take them to a desired outcome. |
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