{"id":110693,"date":"2016-04-28T07:08:42","date_gmt":"2016-04-28T14:08:42","guid":{"rendered":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/get-started\/"},"modified":"2025-06-11T08:18:47","modified_gmt":"2025-06-11T15:18:47","slug":"get-started","status":"publish","type":"post","link":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-automate\/get-started\/","title":{"rendered":"Getting started with a Microsoft Flow template"},"content":{"rendered":"<p>Hi! My name is Anjli and I\u2019m a Program Manager on the Microsoft Flow team. I want to see you have a delightful experience as you interact with Flow \u2013 right from signing up and using our offering for the first time to when you are a seasoned user and want to be efficient with your time in finding and using templates that interest you.<\/p>\n<h2>Sign Up<\/h2>\n<p>First things first, you need to sign up for the product in order to start using it. You can do so by clicking <a href=\"https:\/\/flow.microsoft.com\/en-us\/#home-signup\"><strong>Sign Up for free<\/strong><\/a> on the top right hand corner of the website, and provide an email address from your work or school.<\/p>\n<p>If you\u2019ve used an online Microsoft product (such as Office 365 or Power BI) with your email address, simply click on <a href=\"https:\/\/flow.microsoft.com\/en-us\/signin\/\"><strong>Sign in<\/strong><\/a>.<\/p>\n<p>You are unable to use your personal email to use Microsoft Flow at this time. If you\u2019d really prefer to use your personal email or are unable to use a work or school email, let me know why in the comments.<\/p>\n<h2>Find a template you like<\/h2>\n<p>We have a<a href=\"https:\/\/flow.microsoft.com\/en-us\/templates\/\"> gallery full of templates<\/a> that may interest you. Click on Browse on the top of the website to view all the templates available.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" height=\"279\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2024\/06\/get-started-browse-header.jpg\" width=\"497\"\/><\/p>\n<p>You can also search for a specific task that you are looking to accomplish \u2013 for instance, you may be looking for a workflow to <a href=\"https:\/\/flow.microsoft.com\/en-us\/templates\/?category=email\">go through your email<\/a>, or you could search for a service that you are interested in creating a flow for \u2013 for instance, <a href=\"https:\/\/flow.microsoft.com\/en-us\/search\/?q=sharepoint\">you may be interested in SharePoint.<\/a><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" height=\"277\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2024\/06\/get-started-search-header.jpg\" width=\"496\"\/><\/p>\n<h2>Create your own flow<\/h2>\n<p>Let\u2019s say you are tired of searching through your email for attachments, and find a template that backs up all of the attachments that your team receives onto Sharepoint.\u00a0<a href=\"https:\/\/flow.microsoft.com\/en-us\/galleries\/public\/templates\/f7a46809e53c42108034e56acf83bb79\/\"> You\u2019ve found exactly the template to help you with this problem<\/a>. Click on <strong>Use this flow<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" height=\"279\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2024\/06\/get-started-use-template.jpg\" width=\"498\"\/><\/p>\n<p>Sign into the services that the template needs with your credentials. For this template, you need to connect to two services &#8211; Office 365 and Sharepoint.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" height=\"251\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2024\/06\/get-started-permissions.jpg\" width=\"383\"\/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" height=\"252\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2024\/06\/get-started-add-connection.jpg\" width=\"384\"\/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" height=\"388\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2024\/06\/get-started-oauth.jpg\" width=\"498\"\/><\/p>\n<p>Click <strong>Continue<\/strong> after you are done connecting to the services.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" height=\"254\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2024\/06\/get-started-connection-names.jpg\" width=\"383\"\/><\/p>\n<p>Next, you will need to provide required parameters as required by this template. This template requires you to provide your team\u2019s email address and the Sharepoint site where you would like to store the attachments. It\u2019s always a good idea for you to look through the steps in detail in case you want to change any of the default parameters.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" height=\"341\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2024\/06\/get-started-designer.jpg\" width=\"499\"\/><\/p>\n<p>Click on the first step, and also click on \u2026 to see more advanced parameters. In the designer, you can easily distinguish between the different steps of the flow by the names of the triggers and the actions and the services that they are associated with.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" height=\"180\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2024\/06\/get-started-advanced-options.jpg\" width=\"380\"\/><\/p>\n<p>In addition to providing your team\u2019s email address in the To line, you could also update the folder that you receive the attachments in, or the importance of the email in this step.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" height=\"554\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2024\/06\/get-started-to-field.jpg\" width=\"383\"\/><\/p>\n<p>Click on the next step to save the attached file from your email to a folder on your team\u2019s Sharepoint site. Provide your team\u2019s sharepoint site url and the folder path where you\u2019d like to store the email attachments. Note that you can browse to the folder path by clicking on \u2026<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" height=\"348\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2024\/06\/get-started-folder-picker.jpg\" width=\"385\"\/><\/p>\n<p>You could also choose to modify the flow by adding additional steps or conditions. Just click the plus sign, and click on <strong>Add an action<\/strong>. A new custom step will open up in the designer.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" height=\"418\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2024\/06\/get-started-add-step.jpg\" width=\"384\"\/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" height=\"477\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2024\/06\/get-started-add-action.jpg\" width=\"383\"\/><\/p>\n<p>A new custom step will open up in the designer.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" height=\"458\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2024\/06\/get-started-action-search.jpg\" width=\"384\"\/><\/p>\n<p>Let\u2019s say you also want your team to get a notification in Slack about a new item being created on the team\u2019s Sharepoint folder.<\/p>\n<p>Search for Slack and choose the trigger to <strong>Post Message<\/strong>. You\u2019ll have to connect to the Slack service by signing in.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" height=\"277\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2024\/06\/get-started-slack.jpg\" width=\"385\"\/><\/p>\n<p>Provide the channel name where your team gets notifications, and a custom message.<\/p>\n<p>At the bottom of the site, update the name of flow if you\u2019d like, and click on <strong>Create Flow<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" height=\"325\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2024\/06\/get-started-name-flow.jpg\" width=\"495\"\/><\/p>\n<p>Once the flow is created, our backend engine will continuously monitor for the flow trigger to fire. In this case, the trigger is when your team receives an email with an attachment.<\/p>\n<p>That\u2019s it \u2013 you\u2019re done! You\u2019ll notice that attachments are automatically backed up in your team\u2019s Sharepoint site folder and your team is notified on your Slack channel of new files.<\/p>\n<h2>Testing your newly created flow<\/h2>\n<p>For the folks who want to dig into the workings of our flow engine a bit more:<\/p>\n<p>Test your new flow out by sending your team an email with an attachment. Once the email arrives in your mailbox, you can see if the attachment was successfully copied over to Sharepoint in the flow history.<\/p>\n<p>Go to <strong>My Flows<\/strong> in the header and click on the information icon next to the flow name that you just created.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" height=\"236\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2024\/06\/get-started-testing.jpg\" width=\"497\"\/><\/p>\n<p>You\u2019ll see the history of all the runs for this flow in this view and whether the specific run has failed or succeeded.<\/p>\n<p>You can click on each of these rows to further investigate exactly what data was passed along the various steps of the flow. We also have a detailed blog post on testing and debugging flows if you are interested in this topic.<\/p>\n<p>I would love to hear back on if you had a great experience getting started with your first flow. Please leave a comment on this blog post or <a href=\"https:\/\/go.microsoft.com\/fwlink\/?LinkID=787467\">join in on our community forum<\/a>. Look forward to hearing from you!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Get up and running with Microsoft Flow with the instructions in this post. Create your first flow by using one of our featured templates.<\/p>\n","protected":false},"author":222,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"ms_queue_id":[],"ep_exclude_from_search":false,"_classifai_error":"","_classifai_text_to_speech_error":"","_alt_title":"","ms-ems-related-posts":[],"footnotes":""},"audience":[3378],"content-type":[3423],"job-role":[],"product":[3474],"property":[],"topic":[3435],"coauthors":[2371],"class_list":["post-110693","post","type-post","status-publish","format-standard","hentry","audience-it-professional","content-type-tips-and-guides","product-power-automate","topic-operations"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Getting started with a Microsoft Flow template - Microsoft Power Platform Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/2016\/04\/28\/get-started\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Getting started with a Microsoft Flow template - Microsoft Power Platform Blog\" \/>\n<meta property=\"og:description\" content=\"Get up and running with Microsoft Flow with the instructions in this post. 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