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Microsoft Power Automate & AI: Business Automation
14 students

Microsoft Power Automate & AI: Business Automation

Build practical Power Automate workflows with Microsoft 365, SharePoint, Teams and AI
Last updated 10/2026
English

What you'll learn

  • How to turn a free text business requirement into a working Power Automate flow using AI prompts instead of writing code
  • How to build simple, reliable automations in Microsoft 365 using Power Automate, SharePoint, Outlook, and Teams
  • How to use dynamic prompts in Power Automate so the same AI logic runs on different inputs automatically
  • How to make tangible changes to back-office routines with no waiting for big corporate transformations.

Course content

2 sections • 23 lectures • 1h 29m total length
  • Email Dispatcher - a Simple, Yet Effective Practical Use Case4:31

    This is what you will be able to build using the Process Automation Coach and the attached Training Case document.

    Design your automation here → https://www.goodspending.com/the-process-automation-hub

  • An Accessible and Interactive TRY IT YOURSELF Sourcing Strategy Tool.4:02

    You only need to fill out the online form for any sourcing requirement, real or imaginary.

    Then you will use the AI Sourcing Strategy Tool to obtain your strategy document. Follow the link in Resources.

  • Operational Meeting Facilitation Solution - AI Automation At Its Best11:00

    This is yet another practical realisation of the course promise - an AI-heavy Power App to facilitate operational meetings.  I start the lecture with the solution overview and cost/benefit analysis, but you can always skip to 6:20 to witness the real-life demo.

  • Vibe coding and its enablers. Nano-SaaS3:21

    You will review the defintion of vibe coding, its enablers, and the notion of "nano-SaaS" in the context of vibe coding.

  • Static and Dynamic Prompts.1:08

    This lecture will explain how Power Automate enables dynamic prompts, as opposed to the traditional static ones you're used to, when working with GPTs.

  • BONUS. AI-enabled Process Automation Coach Tool to Guide you Anytime.2:47

    Please act as follows:

    1. Briefly describe the workflow you want to automate (trigger, actions, dependencies, outputs). You can use a template to enter your requirements.

    2. Flow described - the tool reviews and optimizes it from the Lean perspective

    3. You approve the optimized flow concept → the tool generates a complete automation-ready process description.

    4. Coach Mode proceeds exactly as designed (stepwise, with debugging and audit trail checks)

    5. You build a new flow step by step as per this tool's careful guidance. 


  • Power Automate Building Blocks4:42

    We will review the building blocks of Power Automate in a logical, practical manner.

  • Supplier Satisfaction Survey Exercise5:00

    Supplier Satisfaction Survey Automation is a practical example of how a real procurement workflow can be turned into a structured, auditable Power Automate solution.

    The flow automatically distributes a supplier feedback survey, tracks responses in SharePoint, validates completeness, and records results for analysis and follow-up.

    It demonstrates how low-code automation can replace manual emailing, spreadsheets, and chasing suppliers, while improving response quality, visibility, and governance.

    We added a process overview, in case you would want to build this flow.

  • Supplier Satisfaction with Multiple Answers, Arrays and SSI Index1:58

    You may wish to enhance the Supplier Satisfaction Survey flow by adding a multiple-answer option and automatic answer scoring in SharePoint. You need to update the flow description then, or guide the GPT during the flow-building process.

  • Document Approval Workflow with the Conditional Trigger7:41

    Document Approval Automation demonstrates how to standardise and fully track a document-driven approval process using Power Automate.

    The flow registers, e.g., a payment certificate, routes it for approval, captures the decision, and records the outcome in SharePoint.

    It replaces ad-hoc emails and manual follow-ups with a single, auditable approval trail.

    This case focuses on turning a routine but sensitive finance process into a controlled workflow — without adding unnecessary complexity.

  • Dynamic Email Addresses in the Document Approval Workflow1:19

    You may optimise the Document Approval Workflow by fetching dynamic email addresses from the SharePoint list instead of hardcoding them. This is a typical improvement for any workflow.

  • RFx Communication Assistant (a pack of three workflows)4:17

    RFx Communications Assistant automates the handling of supplier questions during an RFx process.

    The flow captures incoming RFx-related emails, structures questions in SharePoint, supports controlled response drafting, and sends approved answers back to suppliers.

    It replaces inbox chaos, manual tracking, and inconsistent replies with a single, traceable communication workflow.

    This case demonstrates how Power Automate can support procurement governance, not just efficiency.

  • Thank you for Studying!0:07

Requirements

  • A basic understanding of how back-office business processes work (for example: approvals, emails, documents, requests, or reporting)
  • Access to a Microsoft 365 environment with Power Automate and AI Builder credits
  • Willingness to experiment, test outcomes, and adjust logic based on results
  • No programming experience is required. You do not need to know coding, scripting, APIs, or technical architecture. The course assumes business familiarity, not technical background.

Description

Turn a business process into a practical Microsoft 365 automation.

This course shows how Power Automate, SharePoint, Teams, and AI can work together in operational workflows. You will learn to map a process, define its trigger and decisions, choose the right actions, and test the result. An interactive automation coach and supporting case material help you develop a workflow for your own use.

The lessons use short demonstrations drawn mainly from procurement and business operations. Cases include email routing, document approvals, supplier surveys, RFx communications, data extraction, and AI-assisted workflows. You can study the examples for their design logic and use the supplied resources to reconstruct relevant flows in your own Microsoft 365 environment.

You will learn how to:

  • Identify a process that is suitable for automation.

  • Structure a flow around triggers, actions, conditions, and outputs.

  • Use SharePoint and other Microsoft 365 tools to support a workflow.

  • Apply AI to tasks such as extracting and structuring information.

  • Test a flow and refine it when the result is incomplete or incorrect.

The course is designed for procurement, operations, and other business professionals who understand the work they want to improve but do not write code. Familiarity with everyday Microsoft 365 tools is helpful. To build and test the examples yourself, you need access to Power Automate and the relevant Microsoft 365 services; AI examples require access to AI Builder credits.

The goal is to help you design a useful workflow, understand how the demonstrated solutions operate, and adapt that logic to a process in your own organization.

Who this course is for:

  • Anyone in procurement, operations, finance, HR, or projects who wants to apply vibe coding to increase productivity and accelerate processes with minimal budget.