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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Automate Repetitive Tasks: Save time by automating workflows, such as sending emails or updating spreadsheets.
Connect with Other Apps: Integrate Forms with hundreds of apps, including SharePoint, Excel, Outlook, and more.
Enhance Data Management: Sync form responses to databases, CRM systems, or other platforms.
Improve Collaboration: Notify team members or stakeholders customers when a form is submitted.
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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
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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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You can also refer to Connector type to filter the apps based off its type of connection.
Example if add an email
Can you edit email message by determining who the recipient of the email after a form is submitted
Add a subject of email
Write custom message.
Use “/” to use dynamic values within your message to make it more personal for the recipient.
To ensure you can pull specific data from the form, make sure to connect the Get response details action previous to the email as shown in the image.
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.Select
For your first test, select manual and Power Automate will redirect you to your Form.
If it takes a while to load, then go to your form
in a separate tab and submit a response.
For each test moving beyond your initial test, select automate as it will resubmit the previous submission for you.
After the flow runs it tests, you will be notified if it was successful or not. You will also see where parts of your flow process succeeded or failed with green check marks or red X’s.
The image shows a flow that ran successfully.
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.
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For more information about copilot, please refer to this wiki page. |
6. Monitor and Manage Your Flow
Go to the My Flows section in Power Automate to monitor the status of your flows.
Edit, delete, or delete share 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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Additional Resources
Microsoft documentation
YouTube videos
Self-learning courses
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