Power Automate (formerly Microsoft Flow) is a powerful tool that allows you to automate workflows and integrate Microsoft Forms with other applications and services. By connecting Forms to Power Automate, you can streamline processes, save time, and enhance productivity. This guide will walk you through how to use Power Automate with Microsoft Forms.
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Go to Power Automate and sign in with your Microsoft account.
Click Create and select Automated Cloud Flow. (Pic)
Or select from a template by selecting Templates
Templates will have already developed flows for simpler processes such as “Send an confirmation email to the respondent”.
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Name your flow and choose the trigger When a new response is submitted under Microsoft Forms.
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2. Connect Your Form
Select the form you want to use from the dropdown menu.
It may say Invalid parameters, Select the node
Select Pick a form withinForm Id
Authorize Power Automate to access your Forms account if prompted.
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After setting up the trigger, search to add actions to define what happens when a response is submitted. Some common actions include:
Send an Email (Outlook): Notify yourself or others when a form is submitted.
Add dynamic content from the form response (e.g., respondent’s name or answers) to the email.
Add a Row to Excel: Save form responses to an Excel spreadsheet.
Specify the Excel file and worksheet, and map form fields to Excel columns.
Create a Task (Planner): Generate a task in Microsoft Planner based on form responses.
Post a Message (Teams): Share form responses in a Teams channel.
Update a SharePoint List: Add or update records in a SharePoint list.
You can also refer to Connector type to filter the apps based off its type of connection.
4. Test Your Flow
Click Save and then Test to run your flow.
Submit a test response to your form and verify that the flow works as expected.
5. Microsoft Copilot
Copilot is also helpful if you are unsure how to develop next steps to a flow.
Select Copilot
Type in what you would like Copilot to do
It will generate and modify your form based off your input
Make sure to continue testing to ensure it performs the functions you expect.
6. Monitor and Manage Your Flow
Go to the My Flows section in Power Automate to monitor the status of your flows.
Edit or delete flows as needed to adapt to changing requirements.
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Plan Your Workflow: Map out the steps and actions you want to automate before creating the flow.
Use Dynamic Content: Leverage dynamic content from form responses to personalize emails, notifications, or database entries.
Test Thoroughly: Test your flows with sample data to ensure they work as intended, especially with MS Copilot.
Monitor Performance: Regularly check the My Flows section to ensure your flows are running smoothly.
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