How to get started with Power Automate

This beginner-level Workshop will teach you how to take your first steps into Power Automate. You will follow case studies based on real life businesses to not only learn Power Automate fundamentals but also learn how to solve problems you might find in your business or team.

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jon manderville, coach

Our Platinum Plan:

Get this and 400+ hours of training with our Collab365 Platinum Plan.

Your 7-Day trial includes:
  • Access to the Collab365 Academy
  • All Challenges, certifications, summits, ebooks and workshops
  • No obligations or restrictions. Cancel anytime.
  • Access to all new training and events while your plan is active. 

What You’ll learn from this workshop 

You'll learn Power Automate from the ground up. Starting with what it is and where it fits into the Microsoft Power Platform. You'll then explore essential topics using fictional case studies to help build your knowledge before taking on a challenge to develop your own flows. 

It's a quick fire workshop but offers a comprehensive pack of videos to watch back, which will help you build your own solutions.

What is Power Automate, and how can it be used to help you automate your work?

How to get started building Power Automate Flows?

What are Triggers & Actions, and understand why they are essential in Power Automate?

Learn how to capture different types of data to use within your Flows.

Understand how to use the out-of-the-box to speed up your development time.

Note: You'll need at least an entry level Microsoft 365 Licence if you want to follow along or build later (such as Microsoft365 Business Basics). 

Understand how to structure Flows to make them easier to support and maintain.

Learn how to connect your Flows to other solutions, systems and services.

Alternatively: Join the Microsoft Developer Programme. It's free and provides a free, fully featured M365 licence to practice with.

Explore how to use validation and conditions to control the process in your Flows.

Discover how to publish your Flows and embed them into your business processes.

Another Way: Speak to your Microsoft 365 admin and ask for a licence to make Power apps, Power Automate Flows and SharePoint sites. They can arrange it.

Question: Do You Want to Accelerate Productivity In Your Organisation?

And have you heard of Power Automate or Microsoft 365?

In this 3 hour workshop, Jon introduces you to just how powerful Power Automate can be as a brain AND a workhorse behind improvements to processes in your business. 

You'll experience a flavour of Collab365's tried and tested B.L.U.E (build it, learn it, use it, enhance it) model to get the most from the 3-hour workshop. We believe that instead of just watching for 3 hours, encouraging you to jump onto your Microsoft 365 tenant (with your admin approval) and build some great starter flows will give you a much richer learning experience. 

The pace is quick however (there's a lot to cram in) so to help you, you'll receive the full pack of videos, along with PDF step-by-step guides to help you. You will also gain access to a dedicated Academy space where you can ask questions and get support any time.  There's lots of material to help you practice these flows in your own time.  

Before you begin, you'll get a full, in-depth tour of how the main aspects of Power Automate work, how to set them up and use them, and also some hidden tips and tricks you may not know about. 

Read more ...

You'll then go on to start working with examples of  :

  • How to Improve Onboarding for new team members
  • How to set up and use Approval workflows 
  • What to do to improve team collaboration and communication using Power Automate
  • And more ....

This workshop is for the beginner.

You'll learn some new terms that you may not have known about before but your Coach will take time to explain and answer any questions you might have.  

You'll also get the chance to follow along yourself and build the example flows. Our aim is to help you leave with a new confidence to go explore the options Power Automate can offer.

Would this Workshop benefit me?

If you can answer "YES!!!" to any of the questions below, you will get a lot of value from the Workshop! 

  • Are you and your team frustrated by knowing that Power Automate can help you but not knowing how to fully unlock its potential [Yes / No]
  • Do you want to massively speed up repetitive tasks [Yes / No]
  • Are you daunted by Power Automate because you think you need to be a developer or you might break something [Yes / No]
  • Do you want to build your confidence and know more about what's on offer within Power Automate [Yes / No]
  • Do you want to feel confident in building simple flows to help your team [Yes / No]
  • Would you like to know more about testing and publishing your flows [Yes / No]
  • Do you want to be able to save time without writing a line of code [Yes / No]

If you answered "Yes" to any of the above questions, scroll down below to see what we cover in the Workshop.

What is the Power Platform and why should I learn it?

This Power Automate focused Workshop is the first in a series of Workshops that will introduce you to the 4-established services in the Power Platform. The "Power Platform" is the name Microsoft uses to denote a set of services that help power users build solutions on top of Office 365 without any coding skills.  

Power Apps

Power Apps is a suite of apps, services, connectors and a data platform that provides a rapid development environment to build custom apps for your business needs.

Power automate (Covered in this workshop)

Power Automate allows you to create automated workflows between a massive selection of services to synchronise files, get notifications, collect data, and more.

Power BI

Power BI allows you to visualise data from various data sources to build reports and dashboards. Many different controls enable you to present the data to make it easy to understand.

Power Virtual Agents

Power Virtual Agents lets you create chatbots that can respond to questions typed in by customers, other employees, or visitors to your website or service. BOTS can be created using a visual builder that requires no coding knowledge.

Why is the Power Platform an excellent career choice?

  • In-Demand: There's now massive demand for No-Code developers who can build solutions ranging from vacation booking to time recording apps.
  • Easy to Learn: In the Collab365 Academy, we welcome beginners. We've plenty of training material to lower you into the Power Platform as well as other complimentary services such as Teams and SharePoint.
  • It's great fun: Being able to build an application so quickly is rewarding and allows you unleash your creative side.
  • Work from home: As Power Platform solutions are all built (in the Cloud), it's really easy to work remotely and this is what many companies accommodate. 
  • Well Paid: If you search for roles requiring Power Platform skills, it's not uncommon to see roles offering over $100K.
  • No need to code: Learning to be a developer, who can code proficiently, can take years. The Power Platform has been created to support business users who have no-coding knowledge. You can build a very powerful application in days not months/years.
  • It's the future-proof: Over the next few years, we're going to see a world where many jobs disappear through automation. Having skills that are in-demand will ensure longevity in your career.

Here's What You'll Gain

At the end of this workshop you will will be able to ...

Have a much better Understanding of the Power Automate Build environment

Knowledge to help you create flows and use templates that help automate many different tasks

Unlock the ability to build flows that are easy to support and know how to publish them 

Workshop Topics:

In this workshop, Jon is your guide through the following learning goals (Note: We will use examples so the order may differ as we walk through each one)


Part 1: Understand what Power Automate IS
  • An overview of 5 key services with in the Power Platform
  • No-Code/Low-code : What does this mean?
  • What is Power Automate  designed for vs Power Apps?
  • Power Automate vs Power Automate Desktop
  • What you need to access Power Automate - is it expensive?


Part 2: Learn how to use Power Automate 
  • Building Using Power Automate
  • Navigation and areas you will need to begin 
  • There are many ways to start a flow
  • A free way to experiment - the Microsoft Developer Tenant


Part 3: Create & test simple Flows from scratch
  • Triggers
  • Actions
  • Conditions
  • Checking and Testing


Part 4: Add more sophisticated logic to Flows
  • How to use a Compose
  • Dynamic Content vs Formulas
  • Some good practice: Scope and Using step naming


Part 5: Knowing when to build and when to use Templates
  • Templates
  • Expand your flow using connectors
  • linking your flow to other services within Microsoft 365


Part 6:Practice with the B.L.U.E Method and decide on your next steps
  • Building your own demos for an end of workshop 'Sprint Review'!

Meet your Workshop Host...

Jon is one of the original Collab365 Coaches and has helped build the Academy into what you see today.

He's passionate about the Power Platform but knows first-hand what it was like to begin fresh with this technology.

Having worked as a Scrum Master for many years, Jon is someone who spotted the potential for Microsoft 365 services to help teams visualise their results, data and processes so that they could improve all the time.

Jon's extensive business background and desire to build no-code solutions led him to start learning the Power Platform.

You'll be in good hands with Jon. His style is relaxed but inclusive and mindful that not everyone starts from the same place. So be prepared to get involved and have some fun along the way.

Jon Manderville

Frequently Asked Questions

Can I get an invoice?

As soon as you purchase your pass you will be emailed a receipt. If you'd also like a formal invoice, please send your request to

Can I get refund?

We're absolutely positive you will love all of the content included in this Workshop, however, if not contact us within 3 days of your purchase and we will issue a refund.

Can I buy a company pass?

At the moment, only individual passes are available. Please contact us at if you'd like to discuss the purchase of more than 5 passes.

Can I share my ticket with others?

Access to attend and watch on-demand will be tied to your Collab365 Academy account. Unfortunately, we don't allow more than one person to access a single account.