1) Set up Power Automate
i) On your web browser, go to portal.office.com and login
ii) Click on All apps
iii) Select Power Automate.
2)Searching for the right Automation.
i) In the search bar look for
Track Microsoft form response in an Excel Online (Business) spreadsheet
ii) Click continue.
i) Form ID is from the Microsoft form you created. (refer next picture) Copy and past it in the section required.
5) Create custom flow
i) First click on the + on the arrow and Add an Action
ii) Look for get file content this is to set the power automate to get a file from your One drive. Refer (Adding file to One Drive account)
Adding file to One Drive.
i) First you need to link your one drive account to the Power Automate system.
ii) Click on the three dots (…) on the right side corner of the Get File content.
At the bottom select add new connection and add the email address for the One Drive account.
Once you’ve link the account you can now click on the folder Icon and select the file that you want to send via email.
iii) Next add Form id in the next section for Get response.
iv) Remove the excel section as you don’t need it. Click on the three dots(…) and delete.
6) Send an Auto Response email when Microsoft Form is filled submitted.
i) Add a flow by clicking on the + on the arrow and search for Send an email (V2)
ii) In the email section select To and add in the Dynamic Content Email Address.
This will enable the Power Automate to pull the email address from your Microsoft Form.
ii) Fill in the Subject
iii) Fill in the Body for the email. In this section you can customize it by using the Dynamic content. Such as Name and Company Name This information must be on the Microsoft form in order to pull the information for the customize email body.
iv) Fill in From section using the email account connected to you Power Automate. If its not connected you need to add connection by clicking on the three dots (…) on the email section and adding the connection.
v) if you need to send a copy of the email to your other email accounts, specify it in the CC section or the BCC section.
7) Attaching a Calendar invite (ics. File)
i) Add the ics file into your One Drive account that is link to your Power Automate flow.
ii) Click on attachment and select the Dynamic content to pull the information from the set One Drive flow above. It will automatically put the content that you set above.
8) Sending reminder emails
i) Click the + on the arrow and look for Delay Unit.
ii) Add the flow.
iii) This Delay clock uses UTC time and date so be sure to convert the right time and date for it to send out the mail to your attendees.
Repeat steps 6-8 to add reminder emails.
9) Check the flow.
i) Now once you have completed the flow check it by clicking on the save button.
ii) If there is no errors, it means your flow is working, if there is an error, cross check the process again.
10) Turn On
i) Click on My Flows on the left side of the screen.
ii) To turn on the flow click on the three dots and selecting Turn on.
iii) Try out the flow by submitting a test Form to see if it works.
iv) to check the status of your flow click on the flow title.
v) To edit the flow click on the pencil icon
vi) To share the flow with your Teammates click on the Circle with 3 dots on it.
11) Checking Details.
i) By clicking on the Flow title you are able to check the information of your Flow.