Design flows in Microsoft Visio

The Power Automate designer is a rich tool in which you can configure every detail of your logic. However, sometimes you may want to just sketch your flow logic before you start building your flow. To do this, use Microsoft Visio directly from within Power Automate.

Tip

Many processes share a common model but have minor variations throughout an organization. You can save time within your organization by using Visio to create a master workflow model that others will then adjust with specialized parameters.

Prerequisites

  • A Power Automate account.
  • The Microsoft Visio desktop app (English version).
  • Expertise in using Microsoft Visio.

Design a workflow in Visio

  1. Sign into Power Automate.

  2. Select Templates from the left side panel.

    Select templates from the left panel

  3. Select Visio from the list.

    Filter to Visio templates

  4. Select the Basic Flow BPMN Diagram template from the list of Visio templates that displays.

    Select a Visio Template

    Important

    Visio warns you that files from the Internet could harm your device. If you are comfortable, select YES on the warning message.

    Note warning about files from the Internet

  5. The Visio designer launches.

    View of the Visio designer

  6. Use the BPMN basic shapes to design your workflow.

    BPMN basic shapes

Prepare to export your workflow to Power Automate

Follow these steps to prepare your workflow so that you can export it to Power Automate.

  1. Select the Process tab.

  2. Select Prepare to Export from the Power Automate group of icons.

    Select the prepare to export icon

    The Prepare to Export group opens.

    Prepare export group

  3. On the Flow Mapping tab of the Prepare to Export group, map your BPMN diagram to Power Automate controls.

  4. On the Triggers and Actions tab of the Prepare to Export group, map your BPMN diagram to Power Automate triggers and actions by selecting each shape and then selecting either a trigger or action to represent that shape in Power Automate.

Your workflow is ready to be exported when there are no issues remaining on the Prepare to Export control.

No issues

Export your workflow

  1. Select the Export to Flow button to export your workflow diagram to Power Automate.

  2. Name your flow and then select the Create flow button.

    Create the flow

  3. You should see a success report similar to this one.

    Success

You can now run or make edits to your flow from the Power Automate designer, just like any other flow.

Tip

Use Visio’s sharing and commenting capabilities to collaborate with multiple stakeholders and create a complete workflow quickly.

Learn more