From the course: Excel: Automating Tasks with Power Automate

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Building an expense approval workflow in Power Automate

Building an expense approval workflow in Power Automate - Microsoft Excel Tutorial

From the course: Excel: Automating Tasks with Power Automate

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Building an expense approval workflow in Power Automate

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Daily Excel users often manage more than just data analysis. They handle a range of business processes that can be manual, error-prone, and time-consuming, pulling them away from more important work. Luckily, Power Automate can simplify these tasks and keep a log of all activities. In this video, we'll create a basic expense approval workflow. Users will fill out a form which will then go for approval. The request details and approval outcome will be logged in an Excel workbook. Start by heading to your Microsoft Forms account and creating a simple expense approval form like this one. If you need help building it, LinkedIn Learning has courses like Microsoft Forms Essential Training by Kurt Frye. Here, I've added fields like department, expense type, and a file upload for receipts. This form will also log the name and email of anyone in your organization who fills it out, so we don't need to ask for that information here. Once your form is built, head back to make. powerautomate. com,…

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