Use Power Automate to set up workflows for lists and libraries in SharePoint Online and OneDrive for Business. Power Automate helps you automate common tasks between SharePoint and other Office 365 and third party services.
Create a flow for a list or library
Navigate to a list or library in SharePoint Online. The Power Automate button will be available in the command bar of SharePoint lists and libraries and OneDrive for Business on the web. For SharePoint Online, the option to create a flow will only be available for site members who can add and edit items. The option is always available for OneDrive for Business in the browser.
Note: Power Automate can connect with SharePoint Server through an on-premises data gateway. The Power Automate button will not appear in SharePoint Server.
At the top of the list or library, select Automate > Power Automate > Create a flow.
Select a flow template from the right-hand panel. Some commonly used flows are shown. Get started with common scenarios, such as sending a customized email when a new item is added to the library. Use these templates as a starting point to create your own flows. Or, choose the custom action flow templates that can be found at the bottom of the list to create a flow from scratch. After selecting a template, complete the remaining steps on the Power Automate site.
Follow the instructions on the Power Automate site to connect to a list or library. Credentials will be verified for each service used in the flow. For Office 365 services such as SharePoint and Outlook, connections will be created automatically. For third party services, click on the link provided to sign into each service.
The next steps will be performed in the Power Automate designer. The first action displayed, also known as a trigger, will determine how the flow will be started. Additional actions may be added after the first. Each new action will be dependent on the previous action.
One type of flow performs actions automatically when items are added or changed in a list or library. For example, the flow template shown below sends an email when an item is added to the list. A second type of flow can be started only after an item is selected. This second type of flow is started using the Flow menu in the command bar in SharePoint. The type of trigger you selected determines if the flow is started automatically, or manually, from the command bar.
Add any needed information, or change the default values provided for the template in the designer. For example, in the screenshot below, select Edit under Send Email to modify the default values. The options for the Send Email action include changes to how the email looks and to displaying additional fields from the SharePoint item.
Configure the flow, and then select Create Flow.
Note: To learn more about Power Automate, view the guided learning videos.
After the flow has been created, select Done.
Note: You can view all of your flows and check status on the Power Automate website.
After creating the flow shown above, adding an email to the list or library will send an email like the one shown below.
To learn how to edit a flow in a SharePoint list, see Edit a flow for a list in SharePoint Online. To learn how to delete a flow in a SharePoint list, see Delete a flow from a list in SharePoint Online.
Note: Power Automate button is not available in the classic experience.
If the default behavior is set to the classic experience then you will not see the Power Automate button in the command bar of your list or library. If the new experience is available you can enable it for your list or library by going to List Settings, and then clicking on Advanced Settings. To learn more, see Switch the default experience for lists or document libraries from new or classic.