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Badhan Ct, Castle St, Hadley, Telford, Shropshire, TF1 5QX, UK

AI changes work. Know what to do.

Three practical builds. One clear path.

Build Three Tested Power Automate Flows for Email, Approvals and AI

Finish with an email-to-Excel approval flow, a Forms-to-SharePoint request process with custom outcomes, and an AI-assisted travel request flow that keeps the final decision human.

Checking your best way to start…
Finished work
3 defined results
Lesson runtime
5h 2m
Suggested pace
3 to 6 weeks

What you will finish

Power Automate Success Path

  1. 1Build an email-to-Excel approval flowAn email-triggered flow that extracts a value, requests approval and records approved data in Excel.
  2. 2Build a request process with custom approval outcomesA Forms-to-SharePoint request process with custom approval outcomes, Switch branches and Teams status messages.
  3. 3Build an AI-assisted travel request flow with human approvalAn AI-assisted travel request flow that parses JSON, keeps the decision behind human approval and leaves a diagnosable run history.

Excellent on Trustpilot

4.5/5 from 14 reviews

Collab365 brand reviews, not a claim about results from this Board.

Read the reviews

Does this sound familiar?

The work breaks in predictable places.

Most makers can follow a simple flow tutorial. The real gap appears when data must move across Forms, SharePoint, approvals and Teams, or when an AI response must be structured, checked and kept behind human approval.

Friction 01

You can build a simple flow but still start the next one from scratch

Triggers, expressions and data movement are learned as separate features instead of one repeatable build pattern.

Friction 02

Your approval process becomes fragile across several Microsoft 365 apps

Forms, SharePoint, custom outcomes and Teams messages must carry the same request and status from start to finish.

Friction 03

AI output feels too unpredictable to trust inside a real process

The prompt, JSON structure, approval and run history all need clear checks before the result can support a decision.

This is not

This is guided self-paced training, not done-for-you development or tenant configuration. You build in your own environment. Connector access, licensing, administrator policy and any OpenAI API usage are your responsibility.

What done looks like

Finish with work you can use.

Start here

Build an email-triggered flow that extracts a value, requests approval and records approved data in Excel.

Complete when

Complete three tested flows: an email-to-Excel approval, a Forms-to-SharePoint request process with custom approval outcomes and Teams status messages, and an AI-assisted travel request flow with parsed output, human approval and useful run history.

  • An email-triggered flow that extracts a value, requests approval and records approved data in Excel.
  • A Forms-to-SharePoint request process with custom approval outcomes, Switch branches and Teams status messages.
  • An AI-assisted travel request flow that parses JSON, keeps the decision behind human approval and leaves a diagnosable run history.

How you get there

Build, test and explain three connected automations

Start with a practical email flow, progress to a complete request and approval process, then add an AI step with structured output and deliberate human checks. Every stage ends with a saved flow and an observable completion test.

Every required step names the result to produce, the completion check and the lesson runtime. Protected material opens when access is confirmed, without exposing it on the sales page.

  1. 1
    CourseBuildLesson runtime: 1h 9mSpace access required

    Build an email-to-Excel approval flow

    Combine email processing, text extraction, approval and Excel storage into one complete beginner flow instead of stopping at isolated actions.

    You will finish
    An email-triggered flow that extracts a value, requests approval and records approved data in Excel.
    Done when
    A test email produces the expected value, the approval completes, the approved result appears in Excel and you can explain the route.

    Protected content in Power Automate Builders

  2. 2
    CourseBuildLesson runtime: 2h 15mSpace access required

    Build a request process with custom approval outcomes

    Connect Forms, SharePoint, custom approval responses, Switch branches and Teams so one request retains its data and status from start to finish.

    You will finish
    A Forms-to-SharePoint request process with custom approval outcomes, Switch branches and Teams status messages.
    Done when
    Two test submissions are stored in SharePoint, follow their correct approval branches and produce the expected Teams statuses.

    Protected content in Power Automate Builders

  3. 3
    CourseBuildLesson runtime: 1h 38mSpace access required

    Build an AI-assisted travel request flow with human approval

    Use OpenAI, Parse JSON, approval and run history together so AI supports the request without making the final decision or hiding failure evidence.

    You will finish
    An AI-assisted travel request flow that parses JSON, keeps the decision behind human approval and leaves a diagnosable run history.
    Done when
    A representative test returns valid JSON, reaches human approval, updates SharePoint as expected and leaves enough run-history detail to diagnose a failure.

    Protected content in Power Automate Builders

You can see the work and the completion checks. Next, we will check the access already on your account.

See how I can start

Built for

Power Automate beginners and Microsoft 365 makers who want to progress from simple flows to cross-app approvals and a controlled AI-assisted build.

Level

Beginner to intermediate

Before you start

A work or school Microsoft 365 account with Power Automate, Forms, SharePoint, Excel and Teams enabled for the exercises. · Permission to create flows and use the required connectors in your tenant. Your organisation's licensing and data policies still apply. · For PathFinder: access to the Premium OpenAI Independent Publisher preview connector and your own OpenAI API key. The connector is unavailable in some government and China regions.

Access period

30-day Learning Pass. Afterwards, your progress, private notes and saved work remain; protected steps require Space access.

A complete Space, included

Your 30-day Learning Pass opens the complete Power Automate Builders Space. Not just this Board.

Use the Power Automate Success Path Board as your focused route to a working result. Your pass also gives you 180 additional resources from the complete Space library, including guided builds, briefings, Blueprints and product updates, plus community discussions when you need help. No separate course purchases. No searching the web for the missing step.

What you get

  • The complete Power Automate Success Path BoardUse every protected step for 30 days. Your Board, progress, private notes and saved work remain afterwards.
  • 6 guided build programmesStep-by-step help when a learning-path step needs more explanation or hands-on practice.
  • 12 briefings and fixesPlain-English judgement for edge cases, trade-offs and recovery decisions.
  • 3 reusable BlueprintsPractical starting packets and working patterns so you do not have to begin with a blank page.
  • 159 product updatesRelevant changes and new capabilities without having to monitor every announcement yourself.
  • Community discussionsAsk questions, compare approaches and get unstuck while the Learning Pass is active.

Learning Pass includes

Power Automate Builders

Your complete Space bonus

180

extra resources included for 30 days, plus community

Your work stays saved.

Full supporting-Space access lasts 30 days. Afterwards, protected steps require continuing Space access.

Browse everything included

Explore the complete Space library before you buy.

Choose a category and browse every included item. Use the arrows to move through the complete list. Nothing is hidden behind hand-picked examples.

All 6 guided build programmes

Step-by-step help when a learning-path step needs more explanation or hands-on practice.

Showing 1–6 of 6

Guided build

Power Automate Builders

Audit Inherited Power Automate Flows and Decide What to Keep

Practitioner inherits undocumented Power Automate cloud flows. Creates a dated register using visible run history and details, then records a keep, repair, rebuild, retire candidate, or blocked decision for each flow be…

Preview (opens in a new tab)

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A simple boundary: your work stays saved; protected steps need Space access after the Learning Pass ends.

Your progress, private notes and saved work remain after the 30-day Learning Pass. Choose a plan or own the required Space to keep protected steps available.

Explore Power Automate Builders

Before you decide

Straight answers to the buying questions.

What happens after the 30-day Learning Pass?

Your progress, private notes and saved work remain on your account. Full access to protected content in Power Automate Builders lasts 30 days; afterwards, protected steps require an active plan, permanent Space ownership or Team access.

When does the Learning Pass start?

The 30-day Learning Pass starts when payment is confirmed, not when you first open a lesson or Board item.

What if I already have this Board or its Spaces?

The page checks your account and Team access before checkout. It keeps your existing Board and progress, avoids duplicate charges, and shows the right ongoing option if the one-off offer no longer applies.

Why not just ask AI?

AI can answer individual questions. This Board adds the chosen sequence, named outputs, progress tracking and related Space material for the context and edge cases you would otherwise have to assemble yourself.

How much work should I expect?

The current estimate is 5 hours 2 minutes, completed at your own pace over 3 to 6 weeks. The complete learning path is visible on this page before you start.

Will Collab365 do the work for me?

No. The Board gives you a practical learning path and supporting material, but you still make the decisions and do the work. It is a product, not a done-for-you consulting service.

What will I actually build?

You will build an email-to-Excel approval flow, a Forms-to-SharePoint request process with custom approval branches and Teams status messages, and an AI-assisted travel request flow with parsed JSON, human approval and run-history checks.

Do I need Power Automate experience?

JumpStart begins with practical beginner patterns. StepUp and PathFinder then add cross-app data, custom approval outcomes and AI. Work through the three courses in order and expect to build alongside the lessons.

What Microsoft access do I need?

You need a work or school Microsoft 365 account with Power Automate, Forms, SharePoint, Excel and Teams available for the exercises. You also need permission to create flows and use the required connectors. Tenant licensing and administrator policies still apply.

What extra setup does the AI build require?

PathFinder uses the Preview OpenAI Independent Publisher connector. Microsoft classifies it as Premium. You need tenant permission, regional availability and your own OpenAI API key. The connection is not shareable, and OpenAI API usage may carry separate charges.

How much time should I allow?

The published lesson runtime totals 302 minutes, or 5 hours 2 minutes: 69 minutes for JumpStart, 135 minutes for StepUp and 98 minutes for PathFinder. Allow additional time to pause, build and test in your own environment.

Will Collab365 build the flows for me?

No. This is a guided, self-paced build path. It does not include bespoke flow development, tenant configuration or consulting. You build and test the automations in your own Microsoft 365 environment.

How can I access the Board?

The page checks the access already on your account and shows the available route, such as existing access, a qualifying individual or Team plan, or the configured one-off Board option.

What happens after the Learning Pass ends?

Your copy of the Board, progress, private notes and saved work remain. Protected Power Automate Builders material requires continuing Space access after the 30-day Learning Pass ends.

Your next useful action

Start with the first useful result.

Build an email-triggered flow that extracts a value, requests approval and records approved data in Excel.

Checking your best way to start…

The one-off option includes a 30-day Learning Pass for required Spaces. Afterwards, your progress, private notes and saved work remain; protected steps require continuing Space access.

Checking your next step
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