| Description |
1 online resource |
| Summary |
Discover how desktop flows can interact with your everyday tools and automate tasks, freeing up time to do more important things Purchase of the print or Kindle book includes a free PDF eBook Key Features Learn how Office programs can assist with automating recurring tasks Maintain superior work quality by including daily desktop and web applications in your flows Enrich your flows with additional AI-based information and integrate them with cloud systems Book Description Whether you want to organize simple files or perform more complex consolidations between different Office programs and remote-control applications that don't allow outside access, Power Automate Desktop helps meet these challenges. This book shows you how to leverage this workflow automation platform by explaining the underlying RPA concepts in a step-by-step way. You'll start with simple flows that can be easily recorded and further processed using the built-in recorder. Later, you'll learn how to use the more advanced actions to automate folder and file management and enable Office programs to interact with each other. You'll also get to grips with integrating desktop flows into other cloud environments and further enhance their value using AI. As you progress, you'll understand how flows can run unattended and how they are managed in the Power Platform, as well as key concepts such as creating, modifying, debugging, and error-handling UI flows. Finally, the book will guide you to use Process Automation Designer (PAD) in conjunction with your frequently used desktop systems to automate routine tasks. By the end of this book, you'll have become a Power Automate Desktop expert, automating both professional and personal tasks. What you will learn Master RPA with Power Automate Desktop to commence your debut flow Grasp all essential product concepts such as UI flow creation and modification, debugging, and error handling Use PAD to automate tasks in conjunction with the frequently used systems on your desktop Attain proficiency in configuring flows that run unattended to achieve seamless automation Discover how to use AI to enrich your flows with insights from different AI models Explore how to integrate a flow in a broader cloud context Who this book is for Whether you're a home user looking to automate simple tasks on your workstation or a business user or citizen developer seeking to automate more complex rule-based processes, this book will help you overcome the challenge. No knowledge of a programming language is required, but in the more advanced chapters, a general understanding of information technology, including basic programming language structures, protocols, and cloud concepts, will be helpful. |
| Contents |
Intro -- Preface -- 1 -- Getting Started with Power Automate Desktop -- What is PAD and what can it do? -- Example 1 -- automatic response letter processing -- Example 2 -- integration of a legacy application -- What processes should be automated? -- How it all started -- robotic process automation -- Microsoft Power Platform at a glance -- UI flows demystified and their role in Power Platform -- Connecting PAD to the cloud -- Introducing Power Platform environments -- Understanding the potential of PAD by looking at an example with MS Office -- Summary -- Further reading -- 2 |
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Using Power Automate Desktop and Creating Our First Flow -- Understanding the prerequisites for installing PAD -- The Windows operating system -- Microsoft account -- Installing PAD -- Creating our first flow -- Artifacts of the user interface explained -- The Power Automate container window -- The designer window -- Making use of the recorder -- Summary -- Further reading -- 3 -- Editing and Debugging UI Flows -- Details of the designer window/workspace -- The parameters dialog -- Global menu options -- Using breakpoints -- Working with subflows -- Strategies for effective flow creation |
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Start simple -- Split the whole task -- Work on a single item before looping -- Deactivate to test steps -- Adapt to the available options -- Summary -- 4 -- Basic Structure Elements and Flow Control -- Technical requirements -- Using conditionals -- Starting with If and Else -- Else If action -- Special If actions -- Conditionals with multiple branches -- Handling repetitive tasks with Loop statements -- The Loop action -- Loop condition -- For each -- Additional action for flow control -- Error handling -- On block error -- Summary -- 5 -- Variables, UI Elements, and Images |
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Variables and how to use them -- Flow variables -- Input and output variables -- Variable types -- The % notation -- Identifying and creating UI elements -- How to use images with PAD -- Summary -- Further reading -- 6 -- Actions for UI Automation -- Why do we need UI actions? -- Identify a window -- Interact with a window -- Extract data from a window -- Fill in data in a window -- UI actions in action -- Microsoft Access database as a source system -- Windows executable as the target system -- Deconstructing the workflow -- Summary -- Further reading -- 7 |
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Automate Your Desktop and Workstation -- Technical requirements -- Windows and desktop management -- Controlling processes and services -- Command-line sessions and scripting -- Handling files and folders on your desktop -- Operating computer peripherals -- Workstation -- Mouse, keyboard, and clipboard -- Creating a PowerPoint system report by using mouse and keyboard actions -- Final remark -- Summary -- Further reading -- 8 -- Automating Standard Business Applications -- Technical requirements -- Automating Microsoft Office -- Automating Outlook with actions -- Automating Excel actions |
| Subject |
Management information systems.
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Systèmes d'information de gestion. |
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Management information systems |
| Other Form: |
Print version: Krause, Peter Democratizing RPA with Power Automate Desktop Birmingham : Packt Publishing, Limited,c2023 |
| ISBN |
180323038X |
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9781803230382 (e-book) |
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