Democratizing RPA with Power Automate Desktop: Boost your productivity by implementing best practices for automating repetitive desktop processes
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Discover how desktop flows can interact with your everyday tools and automate tasks, freeing up time to do more important things
Purchase of the print or Kindle book includes a free PDF eBook
Key FeaturesLearn how Office programs can assist with automating recurring tasksMaintain superior work quality by including daily desktop and web applications in your flowsEnrich your flows with additional AI-based information and integrate them with cloud systemsBook Description
Whether you want to organize simple files or perform more complex consolidations between different Office programs and remote-control applications that don’t allow outside access, Power Automate Desktop helps meet these challenges. This book shows you how to leverage this workflow automation platform by explaining the underlying RPA concepts in a step-by-step way.
You’ll start with simple flows that can be easily recorded and further processed using the built-in recorder. Later, you’ll learn how to use the more advanced actions to automate folder and file management and enable Office programs to interact with each other. You’ll also get to grips with integrating desktop flows into other cloud environments and further enhance their value using AI. As you progress, you’ll understand how flows can run unattended and how they are managed in the Power Platform, as well as key concepts such as creating, modifying, debugging, and error-handling UI flows. Finally, the book will guide you to use Process Automation Designer (PAD) in conjunction with your frequently used desktop systems to automate routine tasks.
By the end of this book, you’ll have become a Power Automate Desktop expert, automating both professional and personal tasks.
What you will learnMaster RPA with Power Automate Desktop to commence your debut flowGrasp all essential product concepts such as UI flow creation and modification, debugging, and error handlingUse PAD to automate tasks in conjunction with the frequently used systems on your desktopAttain proficiency in configuring flows that run unattended to achieve seamless automationDiscover how to use AI to enrich your flows with insights from different AI modelsExplore how to integrate a flow in a broader cloud contextWho this book is for
Whether you’re a home user looking to automate simple tasks on your workstation or a business user or citizen developer seeking to automate more complex rule-based processes, this book will help you overcome the challenge. No knowledge of a programming language is required, but in the more advanced chapters, a general understanding of information technology, including basic programming language structures, protocols, and cloud concepts, will be helpful.
Table of ContentsGetting Started with Power Automate DesktopUsing Power Automate Desktop and Creating First FlowEditing and Debugging UI FlowsBasic Structure Elements and Flow ControlVariables, UI Elements, and ImagesActions for UI AutomationAutomate Your Desktop and WorkstationAutomating Standard Business ApplicationsLeveraging Cloud Services and Power PlatformLeveraging Artificial IntelligenceWorking with APIs and ServicesPAD Enterprise Best Practices
ASIN : B0BJ7FN21D
Publisher : Packt Publishing; 1st edition (April 28, 2023)
Publication date : April 28, 2023
Language : English
File size : 42570 KB
Text-to-Speech : Enabled
Screen Reader : Supported
Enhanced typesetting : Enabled
X-Ray : Not Enabled
Word Wise : Not Enabled
Print length : 308 pages
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Michal Rok –
If you’re a tech-savvy PC user, who’s looking to automate repetitive tasks, you need this book!
“Democratizing RPA with Power Automate Desktop” by Peter Krause is one of the first books on the market to delve into the realm of Power Automate Desktop, making it a welcome addition to the field. It surprised me to see that almost all books on the subject were written in Japanese – this one seems to be the first in English.The book provides a thorough review of the available functions within the software, ensuring that readers gain a solid understanding of its capabilities. The book is fresh, covering even the latest features of PowerAutomate Desktop, and reflecting the author’s commitment to keeping the content current.The book is particularly valuable for technology-focused individuals who are automating their daily work either for themselves or for a small group. It offers practical guidance and insights, empowering readers to streamline their tasks effectively. The detailed exploration of various functions equips readers with the knowledge they need to automate their workflows efficiently.”Democratizing RPA with Power Automate Desktop” caters to two distinct target audiences with different automation needs. On one hand, there is a wide audience of tech-savvy PC users seeking to automate their Windows desktops for personal or small group productivity. On the other hand, there is a narrower group of enterprise professionals involved in Robotic Process Automation (RPA) at scale. It is important to note that the my perspective and expectations have been shaped by their regular interactions with the latter group.While the book covers a wide range of essential topics, it falls short in certain areas. Notably, it lacks in-depth discussions on selectors, which are often the critical aspect of automating web applications reliably.Additionally, the book does not extensively cover best practices for creating automations that can be maintained in the long run. Topics such as when to use subflows, comments, or reusable child flows are not thoroughly addressed. Incorporating these best practices would have enhanced the book’s value, allowing readers to develop robust and sustainable automations.There are a few aspects of the book that left me disappointed. The author takes an unconventional approach by starting with desktop automation instead of cloud-based automation, which I recommend as a first step. The book demonstrates without appropriate comments some questionable practices, such as automating Dynamics 365 through the web UI (in presence of a fully capable out-of-the-box connector), or utilizing desktop Microsoft Access as a database (in presence of many modern and cloud-based alternatives).Furthermore, I feel that the author went only half-way with the promise of democratizing automation. It seems to be a deliberate choice that the content focuses on the most complex aspect of automation (RPA), where a market niche for such a book exists. However, the choice of technology is on its own potentially excluding an even wider user audience. I would recommend new readers to start with learning Power Automate (not Desktop) first, and then exploring Power Automate Desktop as an extension of their skills.”Democratizing RPA with Power Automate Desktop” serves as a valuable resource for individuals already familiar with other vendor’s RPA but looking to venture into Power Automate Desktop. It also caters to those well-versed in Power Automate’s cloud-based features who wish to expand their automation skills to the desktop environment. The inclusion of cloud automation in Chapter 12 (last one), while informative, feels more like a compilation of step-by-step recipes rather than the author’s original insights. Overall, the book provides a solid foundation for new users of Power Automate Desktop.
Brad –
An excellent read for Power Automate professionals
This book encompasses an extensive range of topics related to Power Automate Desktop. It provides non-technical users with the ability to automate tasks and streamline business processes. It also delves into the installation process, system requirements, and user interface, offering a practical guide for beginners to get started with Power Automate Desktop.Additionally, finding our way into creating automation flows, editing, and debugging UI flows, and utilizing basic structure elements and flow control to design effective automation scenarios. It also emphasizes the importance of variables, UI elements, and images, detailing their role in data manipulation and interaction within automation flows.The area I was most interested in was UI automation actions, automation of standard business applications, leveraging cloud services and the Power Platform, working with IaaS offerings (Azure/AWS), integrating artificial intelligence through Microsoft Cognitive Services, and working with APIs and services. The author provides best practices, and practical examples to guide users in leveraging these capabilities effectively.Finally, we have a dedicated chapter on enterprise best practices. It addresses governance, security, scalability, and performance optimization, catering to the needs of organizations implementing Power Automate Desktop at scale. It also emphasizes the importance of proper project management, data security, collaboration, and reliable execution.Peter has done a great job with this book, and it caters to both beginners and experienced users, offering a well-rounded understanding of the software and equipping readers with the knowledge to leverage its capabilities in various automation scenarios.
Thomas Rice –
I use Power Automate Desktop everyday… this book is a must read!
“Democratizing RPA with Power Automate Desktop” is an invaluable resource that unlocks the true potential of Power Automate Desktop. With a focus on liberating individuals from mundane and repetitive IT tasks, this book equips readers with the knowledge and skills needed to automate processes, thereby enabling them to allocate more time to significant endeavors.One of the book’s standout features is its comprehensive coverage of user interface automation. In 12 well-written chapters, just under 300 pages, it demonstrates how Power Automate Desktop seamlessly integrates with locally installed programs, processes, and web browsers, enabling readers to automate a wide range of tasks effectively. The explanations are clear and concise, ensuring that even those new to automation can follow along effortlessly.Written in a concise and engaging manner, “Democratizing RPA with Power Automate Desktop” caters to both beginners and experienced automation enthusiasts. Peterâs expertise shines through, making complex concepts accessible and actionable. The book strikes a perfect balance between theory and practicality, providing readers with the tools and insights necessary to unleash the full potential of Power Automate Desktop.As an 18x Microsoft Certified Professional, a certified solution architect, I highly recommend this book to anyone, at all experience levels, using Power Automate Desktop. This is a âtop shelfâ book I will refer to for many years to come.
Hussein –
What a great book providing great understanding of Power Automate RPA