Automated Quick Steps

I recently wrote about using Quick Steps in Microsoft Outlook to do simple tasks in my quest to keep my email inbox empty. But my efforts to maintain my 'Inbox Zero' status doesn't end there. To complement these Quick Steps, I have also implemented some simple workflow automations with Microsoft 365.

Power Automate, previously known as 'Flow', in Microsoft 365 can help me work a little smarter. It is so simple to set up a workflow that will move emails to different locations and mark them for follow-up if needed. 

For example, if I receive a regular bill by email, I forward it to my 'Bills to Pay' notebook in Evernote, using a flow. I then move the email message to the archive folder. I can also flag email messages for follow-up from known senders.

A Power Automate connector links two applications together, making it easy to move data from one application to another. For a non-developer, I am slowly getting my head around the user interface as well. Using some of the existing templates can also provide some guidance.

My early adoption of Power Automate has been simple and straight forward. The tool is becoming easier to use, and it should make the exercise of automating tasks simpler.