Use Power Automate to automate processes

Power Automate lets you create automated processes between your favorite apps and services. From within your app, you can run a Flow on one or more records.

Also, you can open Power Automate from your app to view, edit, or create new flows. More information: Get started with Power Automate

Manage your flows

Connect with Power Automate from your app to manage your flows.

Note

To manage and run Power Automate from your app, Power Automate must be enabled in System Settings for you organization. More information: Flows in your organization

  1. On the command bar, select Flow.

    Power Automate menu

  2. The following options appear:

    • Select Create a flow to open a new browser tab and direct you to the Power Automate site. On the Power Automate page, select Continue to use an existing template or X to close, choose, or create a different one.

    • Select See your flows to open a new browser tab and direct you to the Power Automate site where any flows in the Flow environment are displayed.

    • Select Login to flow to connect with Power Automate and display available flows for you to run. This only appears if you aren’t currently signed in to Power Automate.

    For information about creating a flow, see Get started with Power Automate