In our previous article, we talked about Microsoft Power Automate in general. In this article, were going to talk in more detail about Microsoft Power Automate Desktop and RPA [Robotic Process Automation], what it is, and how to set it up.
RPA is a form of business processes automation in which AI performs repetitive tasks in order to reduce the employees workload and free up time for more creative tasks. The idea of RPA is to record a sequence of actions and operations which later on will be performed by the automated process. For example, it can be automatic extraction of the key information from emails and documents, and forwarding it to different services, performing specific actions in a browser window, launching apps. All these actions can be done without human participation if an RPA model is correctly set up.
Users can automate their processes with Microsoft Power Automate service. This service allows creating flows of interaction with data using connectors to lots of data sources. In recent updates of this service, Microsoft enhances robotization capabilities with Power Automates flow subtype called UI Flows. This flow subtype allows recording users actions in a browser window and later play them back when certain conditions are met. UI Flow, however, is not the only RPA feature of Power Automate. Not long ago the company introduced Power Automate Desktop. It is a clients app for installation on users PCs. This service allows recording and playing back various actions performed not in a browser, but the clients apps on the server. This made the automation of repetitive actions easier and more convenient.
Power Automate Desktop installation
On the Power Automate Desktop webpage click Download free to download the set-up file and start the set-up process.
The installation process is simple. Select the required conditions and click Install.
After the installation is complete, the setup program suggests adding Power Automate extensions for Chrome, Edge, and Firefox browsers and start the Power Automate Desktop app.
After launching the app, you need to log in with your Microsoft 365 account data. Once done, you may start creating a new Power Automate Desktop flow.
How to use Power Automate Desktop
Try to create a new flow and see what is available.
In our example, we create a flow called Hello Flow.
Once the new flow is created, we see a window that has 4 main areas:
- Panel with available actions that can be used in processes automation
- An area with buttons for recording, saving, and playing back actions inside the flow
- Flow variables section
- The main canvas for adding actions
For example, we open Message boxes section, select Display Message action and place it on the canvas. After this, a window with settings opens automatically. We enter the heading and the message text.
Save the action, save the flow, and click the Play button to check the result.
The concept is similar to cloud Power Automate: there is a variety of actions from which you can choose, place the chosen actions on the canvas, and set them up.
In the next example, we can try something more difficult, such as launching some app and recording actions in it.
In the System section, select Run application action and place it on the canvas. Add the application path. Let it be Windows Calculator, for instance. No more additional settings or arguments specified.
Launch the flow. The calculator opens.
Dont close the calculator and select the action Click UI element in window in the UI Automation section, place the action on the canvas after launching the app.
Select Add a new UI element and go to the calculator. We need to record pressing a button. The recording happens with a pressed Ctrl on the keyboard. For example, lets record pressing 2. Save the recorded action.
Note that it is possible to imitate not only left click, but also right click, double click, and so on.
Now lets add a few more Click UI element in window actions to record pressing buttons. We need to automate pressing 2+2= to get the result 4. This means we need to add 4 actions of pressing a button.
Save the flow and launch it.
We got the expected result, so our robotization of calculating a simple formula worked out successfully.
Now lets try one more scenario. When launching cloud Power Automate flow, we want to request input parameters and send them to Power Automate Desktop flow, which in turn will be adding them to an Excel file that is stored in a separate folder on a hard drive. For example, let it be a request for a tax certificate.
To begin with, lets create several variables in the Power Automate Desktop flow.
We add 4 variables: initiator email, number of copies [count], year, and additional information.
Next, lets create a simple excel file that will be filled after running the flow. Just 5 columns in the table.
Now open cloud Power Automate and install the on-premises data gateway between Desktop and Cloud.
Install and set up the gateway. After this we create an instant configurable Power Automate flow that should be launched by clicking a square start button in the Power Automate Desktop flow.
The cloud flow is ready. Now we need to configure Power Automate Desktop flow. Add the Launch Excel action and enter the document path.
Now lets add several Write to Excel worksheet actions to fill the Excel file and use input variables, which we define in the cloud Power Automate flow.
Go back to the cloud flow and launch it. Specify the input parameters.
As you can see in the resulting table, everything worked well.
To sum up, Power Automate Desktop is a clients app that integrates with the cloud Power Automate through an on-premises data gateway. Power Automate Desktop allows automating various scenarios such as mouse clicks, creating accounts in Active Directory, creating requests in HelpDesk, interaction with Azure services components, requests to web-services, and much more. Basically, with Power Automate Desktop it is possible to robotize almost any scenario. The potential of this app becomes even bigger when used together with cloud services. Start with automating some of your routine tasks to see what its capable of, were sure you will be able to assign at least some of them to a robot.
Need help setting up your Microsoft services? Feel free to get in touch with us.
The article was originally published by Andrew Braun on habr.com