Course

A Beginner’s Guide To Desktop Automation with Power Automate Desktop RPA

Overview

Designed as an introduction to the fundamentals of robotic process automation (RPA) using Microsoft Power Automate Desktop. Explore how to automate repetitive desktop tasks, interact with legacy systems, and streamline workflows, all without the need for complex coding. Learn key concepts such as UI automation, data extraction, conditional logic, and error handling, which will give the essential skills to begin building desktop automation solutions.

Who Should Attend

This course is intended for

  • Business professionals looking to automate repetitive desktop tasks and improve productivity without needing programming expertise
  • IT staff who want to understand and support automation initiatives within their department

Pre-requisites

  • Has completed A Beginner’s Guide To Automation with Power Apps and Power Automate course – ESSENTIAL REQUIREMENT.
  • Participants are required to bring their own laptop PC or MacBook for the practical hands-on portions of the workshop.
  • Participants will require access to Power Apps, Power Automate, Outlook Email and SharePoint through licenses in their corporate/enterprise Microsoft 365 accounts.

A Beginner's Guide To Desktop Automation with Power Automate Desktop RPA

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2 Days

16 Hours

Course Fee

Entry Requirements

Ideal for working professionals who wants to automate processes on desktops in the company of department

Certificate Completing the Course

You will be receiving the course completion certificate upon completing the course.

What You Will Learn

Introduction to RPA and Power Automate Desktop

Understand the basics of robotic process automation and how Power Automate Desktop fits into the Microsoft Power Platform.

Building Your First Desktop Flow

Create simple automation flows to automate everyday tasks like opening applications, sending emails, or copying files.

UI Automation Techniques

Learn how to interact with user interfaces, including clicking buttons, entering text, and extracting information from screens.

Automating Data Entry and Extraction

Extract data from text files, web pages, and applications, and automate data entry into systems.

Using Conditions, Loops, and Logic

Apply conditional logic, loops, and control structures to build dynamic and intelligent automations.

Handling Errors and Exceptions

Implement basic error handling to ensure automations run smoothly and can recover from unexpected issues.

Course Outline

Day 1
  • Introduction to RPA and Power Automate Desktop
    • What is Robotic Process Automation (RPA)?
    • Benefits and use cases of RPA in business
    • Overview of Microsoft Power Platform and where Power Automate Desktop fits in
    • Key components of Power Automate Desktop
    • Navigating the Power Automate Desktop interface
  • Building Your First Desktop Flow
    • Creating and running your first automation flow
    • Understanding actions, and sub-flows
    • Automating simple tasks: launching apps, sending emails, file operations
    • Saving and organizing flows
  • UI Automation Techniques
    • Introduction to UI elements and selectors
    • Recording and editing UI automation
    • Simulating clicks, key presses, and navigation
    • Extracting text and data from UI elements
    • Best practices for reliable UI automation
    •  
Day 2
  • Automating Data Entry and Extraction
    • Reading and writing data from/to Excel, text files, and CSVs
    • Web data extraction using UI automation
    • Automating repetitive data entry tasks in forms or legacy apps
    • Combining data sources within a flow
  • Using Loops to Process Repeated Tasks
    • Loop types: For Each, Loop Condition, Loop Number of Times
    • Automating actions over lists, files, or table rows
    • Combining loops with conditions for intelligent iteration
  • Applying Conditions in Automation
    • Introduction to conditional logic: If, Else, and Switch actions
    • Creating decision-based flows
    • Using Boolean conditions, comparisons, and logical operators
  • Handling Errors and Exceptions
    • Understanding why and how flows fail
    • Using Try-Catch blocks and On Error actions
    • Logging and notifying errors via email or logs
    • Designing resilient and recoverable flows

Professional Certificates

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Bronze

Get a Bronze Certificate for students who takes up to 4 courses

Silver

Get a Silver Certificate for students who takes up to 6 courses

Gold

Gain a Gold Certificate for students who takes up to 9 courses

Trainers Profile

Peter goh

Peter Goh

Peter Goh is an experienced system administrator, developer, trainer, and consultant with over 20 years of expertise in cutting-edge software development. He specializes in creating and deploying customized applications for desktop, web, and mobile platforms. Additionally, he is an ACTA certified trainer.