Ask Flex / Automating repetitive tasks
How do you automate using Power Automate?
Power Automate is Microsoft's tool for "when this happens, do that," like saving every attachment from one sender into a folder, or getting a message when a form is filled in. Start with one of its ready-made examples that matches something you already do by hand, and ask a chat AI to walk you through it one screen at a time.
When this happens, do that.
Check if you have it
Many Microsoft 365 work accounts have it. Ask IT.
Start from a ready-made one
Pick an example close to your task and change it.
Do one small job first
Save attachments to a folder. That's plenty.
Let AI translate the screens
Describe what you see. It says what to click.
I want to use Microsoft Power Automate for this: [describe the repeat task, like "save every attachment from our supplier's emails into one folder"]. Explain what Power Automate would do for that in plain words, tell me which ready-made example to start from, and walk me through it one screen at a time. Tell me when to stop and ask IT.
Before you paste work stuff into any AI, check what your company allows.Hand It Off or Keep It
Ten everyday office tasks, one at a time. Tap whether you'd hand it to AI or keep it. See Flex's call and why. A two-minute game.
Play a round
Learn this in the Lab, free
A free group where you learn to use Claude for the repeat parts of your job: email, reports, forms. Start with a 15-minute chat that maps what Claude can do in your job.
- Free
- No coding
- Works in Claude
Can you use Power Automate for free?
Microsoft says some Office 365 licenses include limited use of it. Whether yours does is a question for IT, and the answer is one email away.
What are some examples of using Power Automate?
Saving attachments to a folder, getting a message when a form is filled in, copying a new row from one list to another.
How do I automate common or repetitive tasks with Quick Steps in Outlook?
Quick Steps are Outlook's own one-click shortcuts, on the Home tab. One click can file an email, mark it, and forward it at once.
Want to hand this to Claude?
Start in the Lab with the free 9-to-5 Job Triage: a 15-minute chat that maps what Claude can do in your job. Everything inside is free.