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Power Automate−6 Mixed

Guides

How do we get more value from Power Automate?

  1. Power Automate Rollout Playbook

    Set up environments and data policies before business teams build, give critical flows a solution and a service principal owner, then review changes and license the flows that need it.

    IncludesEnvironment, ownership, and review checklist

    1. Before buildingSet environments and data policies
    2. While buildingName owners and use solutions
    3. Before scalingLicense flows and review changes
    • AI Adoption
    • Governance

  2. Power Automate Licensing & Capacity Checklist

    Decide which license each flow runs under: Microsoft 365 rights for standard connectors, Premium per maker, Process or flow groups per process, or pay-as-you-go per run.

    IncludesLicense-by-flow decision checklist

    • AI Costs
    • Governance

  3. Power Automate Admin, Data & Copilot Controls Checklist

    Map the controls a security review asks for: data policies on connectors and desktop actions, Managed Environments, run history, regions, and Copilot, which is on by default.

    IncludesAdmin and data controls checklist

    • Security
    • Governance

  4. Power Automate Agent Flows, Copilot & RPA Guide

    Run each automation as a cloud flow on Power Automate licenses, an agent flow or Copilot Studio workflow on Copilot Credits, or a desktop flow for applications without APIs.

    IncludesAutomation surface map and billing notes

    • AI Automation
    • Governance

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