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Creating Your First UI Flow with Power Automate Desktop

This week, we're diving into our first demo on creating UI flows using Power Automate Desktop. If you’re new to UI Flows or Power Automate Desktop flows, I recommend checking out my previous blogs.

Today's Demo: Automating Excel and Email Tasks

In this demo, we’ll create a UI flow that will perform the following tasks.

  1. Create an Excel file
  2. Add a few email addresses to the Excel file
  3. Send emails to the addresses listed in the Excel file

Getting Started

To get started, make sure you have Power Automate Desktop installed on your machine. You can download it from this link.

Steps to Create Your UI Flow

  1. Create a New Flow: Click on New Flow from the top right corner of the Power Automate Desktop screen.
    New Flow
  2. Launch Excel: Search for the Launch Excel action from the Actions panel. Drag this action to the main section and double-click on it to open the action configuration section.
    Launch Excel
  3. Create a New List: Drag the Create New List action to the main section. Then, drag the Add Item to List action, double-click it, and add the email addresses you want.
    Create a New List
    Add item
  4. Write to Excel Worksheet: Drag the Write to Excel Worksheet action to the main section and double-click on it to configure the properties.
    Excel Worksheet
  5. Save the Excel File: Drag the Save Excel action to save the Excel file to a specific location.
  6. Launch Outlook: Drag the Launch Outlook action to start Outlook.
  7. Iterate Through Excel Worksheet: Use the Loop action to iterate through the Excel worksheet.
    Launch Outlook
  8. Send Email Messages: Use the Send Email Message action through Outlook to send emails to the addresses listed in the Excel file.
  9. Close Excel: Finally, use the Close Excel action to close the Excel application.

Final Touches

Your completed UI flow should look something like this.

Final touches

Loop

To run the flow, simply click the Play button on the top ribbon of the screen.

Play button

Now, sit back and watch the magic happen as your flow automates the tasks seamlessly.

For more updates, connect with me on LinkedIn.


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