Describe use cases for cloud flow templates

  • 3 minutes

Power Automate includes cloud flow templates, which are prebuilt configurations designed to simplify task automation. Instead of building workflows from scratch, these templates provide a ready-made foundation that you can customize to suit your needs. They save time, reduce complexity, and integrate seamlessly with popular applications, making automation accessible even for beginners.

Templates act as a starting point for automation. There are hundreds of templates to choose from, and new templates are continuously added.

Screenshot of the **Templates** page, which shows available ready-made templates for use.

Cloud flow templates eliminate the need for complex coding or advanced technical knowledge, allowing you to focus on customizing workflows to meet your goals. For example, you can use a template to automatically create a task in Microsoft Planner whenever a new item is added to a SharePoint list. Alternatively, a template might help you track customer feedback by saving responses from a Microsoft Forms survey directly into a Dataverse database.

Benefits of using cloud flow templates

Cloud flow templates offer several advantages that make them an excellent starting point for automating tasks efficiently:

  • Save time with prebuilt solutions: Cloud flow templates save time by providing prebuilt workflows. For example, if you need to automatically save email attachments to OneDrive, you can select a prebuilt template that handles this task with minimal setup.

  • User-friendly and accessible: These templates feature intuitive interfaces that guide you through the setup process step by step. Even if you’re new to automation, you can easily follow the instructions to customize a template for your specific needs. For instance, a template might prompt you to specify which email sender triggers an action or where files should be saved.

  • Seamless integration with popular applications: Cloud flow templates work effortlessly with widely used tools like Microsoft 365, Slack, SharePoint, and Dataverse. This compatibility allows you to connect different systems and streamline workflows across your organization. For example, you can use a template to send a Slack notification whenever your manager emails you in Microsoft Outlook, ensuring timely communication without manually checking your inbox.

Cloud flow templates simplify automation and unlock efficiency. By using these prebuilt solutions, you can streamline processes, save time, and integrate your favorite applications with ease. Whether you’re managing tasks, improving communication, or organizing data, cloud flow templates make automation accessible and effective.