Microsoft 365 Introduction to Flow

Discover how Flow, an automated workflow system in Office 365, connects internal and external apps to streamline processes, with runs, plans, and templates guiding setup.

Identify the three flow types in Flow: automated, instant, and scheduled. Trigger automated flows on events, run instant flows by a button, and schedule flows to execute on a schedule.

understand how connectors in flow link actions to data sources, including premium and standard options. focus on Office 365 Outlook, SharePoint, and OneDrive for Business to enable workflows.

Learn to create a flow from a template by selecting a template, configuring connections and steps, and saving a flow ready to go with SharePoint, the Approval app, and Outlook.

Learn how to create a flow from blank in Microsoft 365, skip to a blank flow, choose automated, instant, or scheduled triggers, and connect to Outlook, Forms, and SharePoint.

Explore how the Flow mobile app delivers Flow experience in the palm of your hand, enabling you to create, edit, and run instant flows, and manage feeds and approvals.

Flow components: triggers start the process, actions perform tasks, and conditions or switches route logic, using dynamic content from prior steps.

Learn to add and configure triggers first in Microsoft 365 Flow, selecting from connectors like Google Drive, Planner, and Office 365 Outlook, including instant, scheduled, and manual triggers.

Configure triggers by selecting a SharePoint site and list, limit columns with a view, and use advanced options; add inputs, file or photo attachments, and set recurrence with start time.

Learn to add and arrange actions in a flow, using new step, dragging to reorder, and selecting actions from control and standard categories like Office 365 Outlook, SharePoint, and approvals.

Configure actions in a flow by supplying required properties like SharePoint site, list name, and item ID with dynamic content, then rename actions and add comments using the three-dots menu.

Learn how dynamic content pulls properties from triggers and earlier steps to populate fields, build composite titles, and drive actions like emails, with multi-step references and simple expressions.

Save and name your flow after configuring each trigger and action; the Flow Checker flags missing fields like recipients, subject, and body, guiding you to fix them before saving.

Learn to use the condition action in flow to branch paths with yes or no, combine criteria with and/or groups, and apply dynamic content in actions.

Use the apply to each action to iterate a SharePoint library, filter files with region is null, and send emails or update properties for each item.

Use the Switch action to replace nested conditions with multiple branches, routing flow based on a dynamic value with cases such as PTO, sick leave, bereavement, and a default path.

Explore SharePoint actions in Flow, including the SharePoint connector, get items and file properties, move and delete items or files, and manage metadata and content approval.

Learn to add delay and delay until actions in Microsoft 365 Flow to pause a workflow for a set time or until a specific date or condition.

Explore how to integrate Office 365 Outlook actions in Flow to send emails, create events, and attach files, with HTML formatting and V2 options.

Use OneDrive for business actions in Flow to save photos with a button-triggered flow. Choose a folder and name the file with a .jpg extension for upload.

Learn to use the Office 365 users actions to query the Active Directory for managers, direct reports, and your profile, including photos, to power flows.

initialize a variable in flow, then set and reuse it across the workflow to hold information. choose a type (string, number, boolean, array) and apply increment or append operations.

Add a built-in approval action in Flow to automatically run and manage item approvals, using start and wait for an approval to simplify the process.

Configure an approval action in a flow by choosing approval type (first to respond or everyone must approve), routing, and dynamic content for title, the person, and details.

Learn how to approve or reject items directly from the Flow app or email, using approve and reject buttons and reasons, with submission that updates the app and email.

Master how to handle the approval outcome in flows by using the outcome (approve or reject) to drive updates, emails, and conditional paths.

Edit your flow from my flows or the pencil icon, view flow details and runs, and watch real-time progress to plan re-edits; shared flows may appear in team flows.

Turn off a saved flow to pause its runs without deleting it, and quickly turn it back on when ready. Deleting a flow is permanent.

Learn how to share Microsoft 365 flows, manage owners and access, and connect flows to SharePoint lists or libraries, enabling collaboration with team flows while preserving control.

Explore additional flow settings in Microsoft 365, including save as, send a copy, and export or import packages, then review analytics to track runs and users.

Master Flow's dynamic workflows by using conditions, switches, and a wide range of connectors, including new ones added continually, to automate approvals via email and avoid overly linear processes.