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Help with First Flow

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Posted on by Phoenixshield

Hey all,

Little background, I am new to PowerAutomate and have yet to create a flow. My experience for several years has been with Zapier, which is much different.

My goal is to create a flow that allows us to automate our receipt saving process. We currently will save a receipt once to a clients file in one drive and to another general expenses file, also in onedrive. Does anyone know how I could automate this so that I can designate it to go into the client file but put a copy in the pooled expenses file?

Any help is appreciated, thanks all.

David G.

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Building flows

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Ed Gonzales 4,531 Most Valuable Professional on at

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@Phoenixshield
Hi David! I, too, started with Zapier and enjoy both platforms quite a bit. While the interfaces are different, the principles are the same, right? There is a trigger, and an action (or series of actions).

I'm presuming you already have your trigger figured out, so really what's left is just a couple of OneDrive steps. One to save the file to the client's file, and another to save it to the general expense file (folder? could probably use some more context around that to be certain). Maybe post what you've got so far, and we can use that as a starting point.

-Ed

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Phoenixshield 5 on at

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Ed,

Thanks for your helpful reply! So playing around a bit, I was able to create a manual trigger that would prompt me to upload a file, which then would put one copy in a receipts file and one in the individual clients file. My only problem now is that it seems like an extra step to have to save the receipt somewhere to recall it in the manual step. What we normally do is we will print to pdf and save the doc, any ideas on how we could either have that be a trigger somehow or otherwise shorten that initial part?

David G.

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Ed Gonzales 4,531 Most Valuable Professional on at

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@Phoenixshield
If you print to pdf and save the file, you could trigger off of that save. Depending, of course, where the file is saved (OneDrive, SharePoint, etc...), there will be a trigger along the lines of "When a file is created". Then you can take the file and save it to two locations from there (using the two actions we talked about earlier).
Sound good?
-Ed

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Phoenixshield 5 on at

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Ed,

I like that idea. My only concern is that once we print to PDF to the receipts folder, for it to go into the correct client folder we have to give it some sort of direction. I know that with a manual flow you can input info, is there any way to be prompted for that info when we print to pdf? Or how can we work around that. Thanks for your time on this!

David G.

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