Power Automate

Flow 101: Working with Power Automate Templates

Posted by Heidi Neuhauser

Get started quickly with building your Flow by using a Power Automate template. Templates are pre-packaged flows that get you up and running quickly. They use popular use cases and save you loads of time versus building the same thing from scratch. Take a look at the full list of available templates here (more are added every week!).

From make.powerapps.com, click the Flows area on the left-hand navigation pane. In this area, you will find PowerAppMaker templates you might like. Browse these or use the above link to see all templates.

Anatomy of a Power Automate Template

When you see the boxes with each template, you will notice a few things:

  • There are icons across the top. These icons are the connectors used within the template.
  • There is a bold title of what the template does.
  • Under the title, it tells you the author of the template.
  • In the bottom right-hand corner, there is a number. This tells you how many flows are using this template.
  • In the bottom left-hand corner, it will tell you what type of flow this template is: Instant, Automated or Scheduled.
anatomy of a power automate template box

Template Details

Once you click on a template box, you will see the template details. The details displayed will vary with each template, but here is an example:

A sample power automate template

Click the Try it now button to launch the template and get started customizing the flow for you and your organization!

Authenticate & Add Credentials for Connectors

Depending on the connectors, you may first be prompted to authenticate in for each – enter your log in information.

Authenticate in to use the Power Automate Template
Add your sign in credentials for each new connector you haven’t used yet.

Flow Canvas

Once you have completed connector authentication, your flow canvas will fill with the template. Make any changes and additions to the template, then test it out and play!

If any of the triggers or actions use dynamic values in your templates, you CAN change these. However, if you change the values on any dynamic value, you may need to update them in following steps. For example in this specific template below, if you change “input business card” to something else, you can’t depend on it for the Image attribute in the Predict box. Make sure you update fields throughout the flow if you make changes!

The template appears on your Flow canvas! Add anything you would like, then save & test!

Save your flow, then test it.

The Complete Flow 101 Series

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