The primary use case for this solution includes automating process work with optical character recognition. Companies can also automate document processing with Microsoft Power Automate.
IT consultant at Secoptrial
Helps to process documents without spending much time on them
Pros and Cons
- "From my personal experience of using Microsoft Power Automate, I think that the automatic document processing feature is helpful for many organizations in streamlining administrative processes. It is a very good feature. It has helped many enterprises to process documents without spending much time on them."
- "I would recommend removing the AI Builder feature from the automatic document processing functionality. The tool can serve even better with free automatic document processing features, it shouldn’t only be available in the trial version."
What is our primary use case?
How has it helped my organization?
From my personal experience of using Microsoft Power Automate, I think that the automatic document processing feature is helpful for many organizations in streamlining administrative processes. It is a very good feature. It has helped many enterprises to process documents without spending much time on them.
What needs improvement?
I would recommend removing the AI Builder feature from the automatic document processing functionality. The tool can serve even better with free automatic document processing features, it shouldn’t only be available in the trial version.
For how long have I used the solution?
I have been using this solution for a couple of months now.
Buyer's Guide
Microsoft Power Automate
January 2025
Learn what your peers think about Microsoft Power Automate. Get advice and tips from experienced pros sharing their opinions. Updated: January 2025.
832,138 professionals have used our research since 2012.
What do I think about the stability of the solution?
I have found Microsoft Power Automate to be a stable solution.
What do I think about the scalability of the solution?
It is a scalable solution but I also think that the scalability of this solution depends on the type of organizations that are using it. For instance, public enterprises like government organizations can make very good use of this solution. I plan to propose the tool to my organization. It’s still in the loading phase and I have not got any feedback on it.
How are customer service and support?
I have not felt the need to contact the customer service and support team since most of my doubts were resolved through the tutorials and tech instructions available on the website, which are very helpful.
Which solution did I use previously and why did I switch?
I have previously used Power BI. I came across Power Automate while looking for other Power platforms. I saw the different features that Power Automate offers and so I chose it.
How was the initial setup?
It was easy to set up. Once you have access to the portal, navigate to the automatic document processing feature where you can see many examples. There are a total of just two or three steps that you need to follow for completing the entire setup process.
The setup took a couple of months. It requires much concentration like when you are training your model to analyze the documents. For example, when you are setting up the automatic process document, the tool will ask you to try with five documents. Also, we will have to look into the different fields from which we are going to extract the information from the documents.
Once the document upload is done and the training is finished, you will need to locate the locations where other documents are located. It’s recommended to use either the OneDrive or Sharepoint locations. Power Automate will locate the schema of the document, connect with it and the document upload will be done. When the upload is done, the AI Builder will apply the OCR. After the completion of the OCR, the information will be extracted and put on other documents like Excel.
What's my experience with pricing, setup cost, and licensing?
I am not sure about the setup cost, pricing or licensing since I use the trial version.
What other advice do I have?
I would rate this tool a nine out of ten.
Which deployment model are you using for this solution?
Hybrid Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Project Manager at a consultancy with 1-10 employees
Useful web scraping, beneficial no-code environment, and simple deployment
Pros and Cons
- "The most valuable feature of Microsoft Power Automate in the desktop version is web scraping because you can do a lot with it. I work in retail and you can study prices changes, which can give you a lot of information. The solution is no code which is a large advantage."
- "I think the language Microsoft Power Automate uses when you do expressions could be better. What they use is not a popular programming language. It would be better for Microsoft to find a more popular programming language, such as Python. It would take away the whole no-code aspect of the solution but you don't need to write that many lines of code to improve something in a process. Instead of no-code, they could be a low-code environment."
What is our primary use case?
I use both the on-premise version and web versions because they both have different tools. I use them both for different use cases and different scenarios.
I use Microsoft Power Automate to make reports and web scraping. I automate the reports with the desktop version because it works well. I use Microsoft Windows, to do some commands in the CMD, also known as the line assistant. When it comes to the web version, I mostly do reminders, scraping, extracting data from emails, and creating ticket systems. I take that data and put it in a list or create a table in Excel to extract information and automate that part.
How has it helped my organization?
Microsoft Power Automate has helped our organization by making processes faster. I do some consulting on the side about Microsoft Power Automate. We realize we don't need as many people to work on something because you can automate it or at least semi-automate the tasks.
What is most valuable?
The most valuable feature of Microsoft Power Automate in the desktop version is web scraping because you can do a lot with it. I work in retail and you can study prices changes, which can give you a lot of information. The solution is no code which is a large advantage.
In the web version, the most valuable features are creating tickets, taking email information, and creating a ticket with it, similar to an IT ticket.
Microsoft Power Automate is a tool that is easy to learn. There is some basic logic that you will have to understand but overall it is not complicated.
What needs improvement?
I think the language Microsoft Power Automate uses when you do expressions could be better. What they use is not a popular programming language. It would be better for Microsoft to find a more popular programming language, such as Python. It would take away the whole no-code aspect of the solution but you don't need to write that many lines of code to improve something in a process. Instead of no-code, they could be a low-code environment.
For how long have I used the solution?
I have been using Microsoft Power Automate for approximately seven months.
What do I think about the stability of the solution?
The stability of Microsoft Power Automate is good, I have not had a problem with the performance.
What do I think about the scalability of the solution?
Microsoft Power Automate is scalable.
We have approximately 10 people using this solution in my organization. The solution is moderately being used. The more you use it, the more ideas come to you of what you can automate or what can you create. In the future, it's going to be used more.
How are customer service and support?
I have not contacted the support from Microsoft.
How was the initial setup?
The implementation of Microsoft Power Automate was straightforward. It took only hours to do the full implementation.
What about the implementation team?
I did the implementation of Microsoft Power Automate in my company. Additionally, I do the maintenance and patching of the solution when needed.
What's my experience with pricing, setup cost, and licensing?
The cost to use Microsoft Power Automate is approximately $15 per user per month, for the basic plan. However, the solution comes free with the Microsoft 365 Suite.
You have to pay extra for the scheduling of the automation tasks.
Which other solutions did I evaluate?
Microsoft Power Automate is a newer solution to the market. UiPath is a lot more popular and has more features than Microsoft Power Automate. There's a lot of potential in that Microsoft Power Automate because it connects well with other Microsoft programs inside the Suite which makes it even more powerful. UiPath connects with other applications, but the fact that if you use Microsoft in your organization, it's more seamless. It works better.
What other advice do I have?
I learned Microsoft Power Automate faster because I know how to use Microsoft Excel, and that teaches you how to think more logically when it comes to computers. If you have an Excel or programming background, it's going to be easier because the logic creates the flows. If you won't want your learning curve to be that steep, I would recommend learning Microsoft Excel and then going Microsoft Power Automate. You will have more ideas of what you can do with the tool.
I rate Microsoft Power Automate a nine out of ten because you have to pay to receive the schedule functionality of the automation, which is important.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Buyer's Guide
Microsoft Power Automate
January 2025
Learn what your peers think about Microsoft Power Automate. Get advice and tips from experienced pros sharing their opinions. Updated: January 2025.
832,138 professionals have used our research since 2012.
Pre-Sales Manager (Peruvian Branch) at Global hitss
The solution is easy to understand and helps with automation but needs to improve the pricing
Pros and Cons
- "Microsoft Power Automate is an easy-to-understand solution."
- "The tool should improve its price."
How has it helped my organization?
The solution has helped our company with automation.
What is most valuable?
Microsoft Power Automate is an easy-to-understand solution.
What needs improvement?
The tool should improve its price.
For how long have I used the solution?
I have been using the solution for three months.
What do I think about the scalability of the solution?
I rate the product's scalability an eight out of ten.
How are customer service and support?
We haven't activated technical support since it's expensive.
How was the initial setup?
Microsoft Power Automate's setup is easy.
What other advice do I have?
I rate the solution an eight out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Process Specialist - Operational Excellence at a government with 51-200 employees
User friendly, low coding functionality, and responsive support
Pros and Cons
- "The most valuable features of Microsoft Power Automate are user-friendliness and low coding functionality."
- "When you try to create a flow or work on the flow in Microsoft Power Automate you cannot undo changes. There are no options to edit or, undo an action. This feature would be useful. The editing option within the flow can be enhanced."
What is our primary use case?
We are using Microsoft Power Automate for automating approval.
What is most valuable?
The most valuable features of Microsoft Power Automate are user-friendliness and low coding functionality.
What needs improvement?
When you try to create a flow or work on the flow in Microsoft Power Automate you cannot undo changes. There are no options to edit or, undo an action. This feature would be useful. The editing option within the flow can be enhanced.
In a future release, they could extend the flow run limits. When the flow is running it will be terminated.
For how long have I used the solution?
I have been using Microsoft Power Automate for approximately three years.
What do I think about the stability of the solution?
Microsoft Power Automate is reliable.
I rate the stability of Microsoft Power Automate a nine out of ten.
What do I think about the scalability of the solution?
We have five developers and IT managers that are using the solution.
The solution is scalable.
I rate the scalability of Microsoft Power Automate a nine out of ten.
How are customer service and support?
We opened a few tickets with support from Microsoft Power Automate. The support is responsive.
Which solution did I use previously and why did I switch?
I have not used a solution similar to Microsoft Power Automate.
What about the implementation team?
We did the implementation of the solution in-house.
What other advice do I have?
The solution is managed by the global tenant. We have three people who manage it.
I would recommend this solution to others.
I rate Microsoft Power Automate a nine out of ten.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Microsoft Azure
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Information Technology Software Developer at a financial services firm with 501-1,000 employees
Runs efficiently and fast, and is extremely easy to use and extensible
Pros and Cons
- "Its ease of use is most valuable. A lot of the bulk functionality is done either through standalone or custom connectors and standard API processes."
- "There are two versions of the automation suite. You've got your cloud functionality, and you have got your on-premises functionality for legacy systems. There are a lot of functionalities between the two systems that don't cross-correlate with each other. A lot of the functionality in the cloud system is not there on the production side in the on-prem system. If they could implement some of the similar functionalities and streamline them for integration, it would be a lot easier. There should be seamless integration between the two systems."
What is our primary use case?
We are using it for automating legacy systems as well as email verifications. I haven't touched on the APIs yet, but the use case is for user accessibility to and from data sources.
How has it helped my organization?
The solution is still in the development phase. It is not in the production run at the moment. Therefore, at the moment, there is not a significant visible improvement.
In terms of deployment, it is a mix of hybrid cloud and on-premises. Microsoft is the cloud provider. It is a single environment deployed over multiple branches in each province of the country. Currently, the version that we are using is the latest Microsoft release.
What is most valuable?
Its ease of use is most valuable. A lot of the bulk functionality is done either through standalone or custom connectors and standard API processes.
What needs improvement?
There are two versions of the automation suite. You've got your cloud functionality, and you have got your on-premises functionality for legacy systems. There are a lot of functionalities between the two systems that don't cross-correlate with each other. A lot of the functionality in the cloud system is not there on the production side in the on-prem system. If they could implement some of the similar functionalities and streamline them for integration, it would be a lot easier. There should be seamless integration between the two systems.
For how long have I used the solution?
I have been using this solution for three months.
What do I think about the stability of the solution?
It is highly stable with good performance.
What do I think about the scalability of the solution?
It is extremely scalable. It integrates with a lot of existing systems, both Microsoft-related and non-Microsoft-related, and it is extremely extensible. The additional support validation and software integrations that are available are limitless.
How are customer service and support?
Our experience of the technical support on the solution has been minimal because there have not been a lot of technical issues with the implementation. The turnaround time for any type of technical query is usually a day to two days, but before that time period is up, they either have a solution or a guaranteed workaround.
Which solution did I use previously and why did I switch?
We previously used Automation Anywhere. We switched because of the ease of use. The functionality of Automation Anywhere is for a very specialized use case scenario. They focus on a lot of areas, but Power Automate has a lot of simpler solutions and easier approaches. For example, we have a solution in place that has three or four RPA scripts for a single process. With the Power Automate solution, we have a single script running for maybe five sub-processes. It is a lot more streamlined and consistent.
How was the initial setup?
At the moment, it is still in development and is a matter of integration. It does require a bit more technical know-how, but it is mainly done from the environment perspective and from an administrative point of view.
From a development point of view, the crossover is pretty much the same for going, for instance, from Blue Prism to UiPath, or UiPath to Automation Anywhere. There's a transition period level of difficulty. So, from a development point of view, it's fairly the same, but from a technical point of view, Microsoft does require a bit more technical know-how to get the environment set up.
With some of the integration conversions we've done from one platform to the other, from a development standpoint, it has taken us close to a month in the development environments, and this is interrupted. If we had an uninterrupted conversion, I would estimate a maximum of a week. We just need to get it converted and implemented.
What about the implementation team?
We've been doing everything in-house with direct help from a Microsoft representative. We have a single person to take care of it. It doesn't require a massive deployment team.
What was our ROI?
So far, based on the development calculators that we've been running, it's running far smoother and far more efficiently and faster. So, the estimated return on investment over the past three months that we've been calculating has been looking far higher than the Automation Anywhere solution.
What's my experience with pricing, setup cost, and licensing?
At the moment, from our experience with the two, Power Automate is a lot more expensive solution than Automation Anywhere, but it is also a far more reliable solution.
With the price increases and with the current pandemic situation going on worldwide, a lot of the prices have fluctuated, but the packages and the all-encompassing features you get with the Microsoft package far outweigh the benefits from the Automation Anywhere side. Each package on the Automation Anywhere side is cheaper, but we need to continuously purchase subsequent packages to continue with our automation to the extent that we require. So, the Power Automate solution is a bit more pricey, but it does offer us a far better range of capabilities.
There are different development plans that you can use. Additional licenses might be required for additional features, such as your Azure Logic or your Dataverse capacity. There is a limited capacity package that you can purchase, and then you have to have an additional license for added capacity.
What other advice do I have?
I would advise paying critical attention to the environment that you're setting up. User access roles, either through Active Directory or through the database control method, should be the key focus. After that, you need to assign roles and licenses as necessary. From there on, you need to integrate the system.
The Microsoft documentation portal for both cloud and on-premises is going to be the easiest to follow. All the solutions are there. For technical assistance from the Microsoft side, contact details are available on the documentation portal for any type of query.
I would rate it a solid eight out of ten. For me to give it a ten, there should be seamless integration between both the cloud and the on-premises solutions. There should be the exact same or similar functionality between the two to make the entire automation process a bit more streamlined.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Principal Consultant at The Bluestone Corp
Very user-friendly and easy to use but requires better user training at first
Pros and Cons
- "Power Automate Desktop allowed me to quickly visually identify parts of a screen and record it. So I can see that I know I'm going to have to click this button here, this field there, and this tab here, and I can literally go and quickly just record all of them and identify them and have them in a list that I can see and say - there's my list of things."
- "I was working on it for around three days and then took a break of about two days. When I went back to it, all of the Excel, and all the Excel functions, just disappeared. Completely vanished. When I looked up the help, it said that sometimes that happens when you're not connected to the internet."
What is our primary use case?
It's a pretty big learning curve with Microsoft Power Automate and I'm trying to do a couple of other things. But I really have made some progress. I've actually started creating some bots. I've run into some snags. I haven't found my way out of the snags as yet. That's kind of why I'm not quite ready to publish because I'm not an expert yet, but I am actively working on it.
Microsoft Power Automate is on-premises because I'm using the Power Automate Desktop. So it's a desktop piece that I'm actually using and that's definitely on-premise. What I'm actually doing is interacting with actual systems. I run a clubby cloud system for moving data back and forth.
There are some very long processes that are happening now, where we need to move data from one system to another and do some analysis, and all of that. We're trying to automate some of that process to link the systems together. So some of it is actually reading the webpage, taking information off of the webpage, and doing things with it.
What is most valuable?
Power Automate is very user-friendly, it is easy to use. I find it very easy to use, easy to follow what's going on, to navigate around and get things done. I really like it.
One of the features I like is the elements. Let me describe it. With Power Automate Desktop you're interacting with other pieces of software. That's kind of the whole point. You're grabbing information from other software so that you can then pull it together and move it back and forth between systems and do other things with it. Power Automate Desktop allowed me to quickly visually identify parts of a screen and record it. So I can see that I know I'm going to have to click this button here, this field there, and this tab here, and I can literally go and quickly just record all of them and identify them and have them in a list that I can see and say - there's my list of things.
Now when I'm actually pulling the logic together, it's really, really simple to just grab it from my list of elements and just fix things together. So I'm able to move faster than I can with Help and with the other solution. I really, really like that about it. I like its integration with other apps
Well, not integration. Because the whole point of Power Automate desktop is to grab information from other apps. So it's not a side feature, that's what it's designed to do specifically. So, that makes it easier to visually capture information from other applications, and then reuse those fields from other applications. I think it's the reuse that's really useful. Because I can see that I've done it. Whereas with the other one, did they do it or not? But I really like that it is easy to capture visual elements of other applications and reuse them.
The other good thing was the trial period. There's a much more realistic trial period of 90 days. So it encourages you to dig in on your own, and try and figure it out, because if something doesn't go right, you don't have to figure it out in 30 days, like all the others. So it's a 90 day trial, which makes sense to me because if it works, trust me, you'll never give it up. You going to use it, going to be hooked anyway, so 90 days make sense.
What needs improvement?
The problem with Power Automate is what happened when I had it set up to read web pages and Excel workbooks. But that was my first test, and I was working on it for around three days and then took a break of about two days. When I went back to it, all of the Excel, and all the Excel functions, just disappeared. Completely vanished.
I had installed it on my laptop. I had the spreadsheet there and all the features, because you have to do things like tell it to open the spreadsheet, tell it to read the cells, that kind of thing. And then you tell it to go to this webpage, and when you get to the webpage, log in, put in a username and password and then click on a button. So you have to put all of these steps and sort of link them together. And then when I came back, the flow was there, but it said all the steps that had to do with Excel were invalid. Anything that has to do with the web, it just said invalid. The whole tree, all instructions are still there, but the components that talk to Excel and the web were just gone. Just totally vanished.
When I looked up the help, it said that sometimes that happens when you're not connected to the internet. So it was kind of straight forward but complex as well.
It was straight forward, and then it just crashed, essentially. It just went. And I couldn't figure out a way to get the modules back. What on earth? So I switched to HelpSystems Automate, which I had also installed on my machine about a year ago. But now that I'd started working with Power Automate, that gave me the confidence to launch into the other one. So I launched into that one and that's where my HelpSystems Automate review would start. But if I would just stop by Microsoft Power Automate Desktop, that's where I'm stuck. I literally have not gone back to it. I actually find its easier to use. I prefer to use it, but it's just not working. It just stopped working. I don't know how to get this part back.
That's why I told you I don't want to give a full review as yet because I don't know if it's something I did. I don't think so. But it just stopped. I'm still trying to give it a little grace, trying to figure out, trying to make it work.
What was difficult though, the weirdest thing, was just simple things like manipulating strings.
In terms of what features should be included, what would really help would be more help navigating webpages. What would help would be the help itself - if there would be lots of official walk-throughs. If it would say, for these scenarios, this is how you should do it, with the screen screenshots and the step-by-step thing. With other products I've used, even as a programmer back in the day, nothing ramps up learning faster than walk-throughs. It's not really the product itself, but more walk-throughs to help people ramp up their learning much faster.
That would be really great. Especially around web automation and services automation. Hooking into the EPI's of other solutions would be great. Right now we're just relying on the community of YouTube videos. People just set them up and do YouTube videos, and that's how they're hoping it will get solved.
It's not the type of setup, but it's the training on using the product that I would like to see more of. Better training on using the product itself, walk-throughs in particular, as a training method.
So I tell people that with Power Automate, you you can record the interview, that we're doing here, and fill out the forms automatically. All you have to do is sit down and engage the client with the right questions, and the system would listen to the interview and fill out the screen for you. So you thought, that would be really cool. Now you've downloaded it, and you're trying to figure out how on earth you do it. A walk-through is where you would go and this thing would literally say, "Capture audio and video." They give you a scenario and then they would have a little video that you can watch that shows you how to actually set it up. And then, in addition to that, you'd have a detailed scenario. This is what you want to do. Then it would have all the steps that you would need to actually do it end-to-end. If you follow the steps at the end of the walkthrough, you would actually have a working solution by just following the steps. By doing that, you're learning the product. You're learning how to use it. You learn so many things by using walkthroughs. And it's just training. It's not the actual product itself, it's training that goes along with the product.
How are customer service and technical support?
This is Microsoft technical support. I'll try them. I haven't called Microsoft technical support in years. It's usually not a very good experience, but I will try. I will reach out to them and see what happens. When you go to support they tend to lead you to communities where other users are having issues. It's sort of, "see what you can find in the community." I will get back to it because I have to desperately get this thing to work. No matter which tool I use, I have to get it to work.
What's my experience with pricing, setup cost, and licensing?
The price is why I even considered it, because HelpSystems Automate was winning all of these awards and was supposedly the easier tool to use. That's what it says. But Power Automate's pricing model had a more gentle incline. That's why I went to the Microsoft Power Automate Desktop in the first place, because the pricing seemed to be more favorable. It the end, once you're using it for the whole organization, you end up paying the same thing for both products anyways. But to get started, Power Automate Desktop seemed better priced. But then it stopped working and I don't know how to get it back working yet.
I'm using the HelpSystems Automate now, and I'm stuck on another step. I mean, it's hard and that's good. If it's hard, it means you'll get paid. So the bit being hard is not the issue. I just have no idea how to get Power Automate to work again. So when I do, I guess I'll let you know.
The licensing was on a monthly basis. I liked it because it gave me a more reasonable per user cost. So I can set up one user like me, and then quickly set up all the workflows that I need, and it allows me to evaluate better and longer. I can onboard two or three other logins at a very reasonable price. Ultimately everybody wants to just dominate the entire organization anyway, and so the price is going to get ridiculous at some point. But by the time it gets there, the organization would be benefiting so much from it they don't mind. Whereas with the other solution, you have to bite the bullet a little sooner.
I think you have to have an office license. I'm not sure actually. Maybe you can just use it by itself, but I'm not sure.
What other advice do I have?
Right now, on a scale of one to 10, I would give Microsoft Power Automate a six since I can't actually use it. I really can't go past six. Maybe once I actually start using it, I'll rank it much higher. I think it has great potential if I could just get it back working.
Which deployment model are you using for this solution?
On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Digital Innovation Manager at a consumer goods company with 10,001+ employees
Low-code, easy to use with simple use cases, but should be a centrally-governed system
Pros and Cons
- "The most valuable features are that it is low-code and simple."
- "It doesn't have any OCR capabilities."
What is our primary use case?
We use Microsoft Power Automate for various personal initiatives of people to automate their own work.
It is used in a laboratory environment to connect the laboratory systems and to automate the connections between them.
What is most valuable?
The most valuable features are that it is low-code and simple.
What needs improvement?
For simple use cases, it is easy to use but as soon as it becomes complex then it doesn't fulfill the requirements.
It doesn't have any OCR capabilities. It doesn't really work with our ERP system, where we can log into the ERP system and have a robot updating it directly.
Microsoft is early on in this game and not really very far yet. They just need to mature their solutions.
In the next release, I would like to see a centrally-governed system, where you can access fully automated processes. This would include the ability to connect to other systems and log into them.
I would like to see it as a centrally managed solution.
For how long have I used the solution?
I have been using Microsoft Power Automate for six months.
How are customer service and technical support?
We are using a local partner of Microsoft in the Netherlands, and it's going quite well.
Which solution did I use previously and why did I switch?
At the moment, we're using both Microsoft Power Automate and Microsoft Power Apps. We also use Kofax.
How was the initial setup?
If you are using it as a user, I'm not aware of how complex it is for setting up central governance on it. But with proper RPA, you very much need the central-governance to ensure that things are conforming to standards.
As soon as it starts being involved in business-critical use, then governance is very important.
I haven't seen that the central governing of it to be easy.
What about the implementation team?
We use a local partner to help with the implementation and it's going quite well.
What's my experience with pricing, setup cost, and licensing?
I am not aware of the pricing, but the problem is something we run into often. As soon as you want to use a data service, all of a sudden the license cost goes up.
It's more fragmented licensing, where every little thing that you add, you get an extra license cost.
What other advice do I have?
Microsoft is gradually becoming better, but for RPA, it's not fully there yet.
If you are looking for a low-code, simple to deal with email and extract a spreadsheet, then Microsoft is a good option. However, if you have a complex RPA use case where optical character recognition or PDF ingestion is needed then Kofax is a better choice.
I'm responsible for the center of excellence running Kofax as an RPA solution, and not for the Microsoft Power Apps.
I would rate Microsoft Power Automate a seven out of ten.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Microsoft Azure
Disclosure: My company has a business relationship with this vendor other than being a customer: partner
It works perfectly and lets me do everything very quickly
Pros and Cons
- "Its integration with SharePoint and Outlook is the most valuable. I found it very easy to use. I could do everything that I wanted very quickly, and I didn't have any complications at all. I never had a problem in using Microsoft Power Automate."
- "If someone was just about to start using it, it would be better if it was a bit more user-friendly in terms of understanding function references. I come from a bit of development background. To me, it all makes quite a lot of sense, but someone using it for the first time would probably battle understanding how the functions work. This might be something they could improve on. It would be really useful if it could publish data to Power BI. We like to use Power BI for our reporting, but we can't directly integrate the data across. If there was a way to automate the collection of the data and push it straight into the Power BI platform, it would be quite useful."
What is our primary use case?
We use SharePoint to collect information from tests, exams, and similar things that we do in our office. When people complete the tests, we use Microsoft Power Automate to collect the results and email them to appropriate people. We are currently using the latest version of Microsoft Power Automate.
What is most valuable?
Its integration with SharePoint and Outlook is the most valuable.
I found it very easy to use. I could do everything that I wanted very quickly, and I didn't have any complications at all. I never had a problem in using Microsoft Power Automate.
What needs improvement?
If someone was just about to start using it, it would be better if it was a bit more user-friendly in terms of understanding function references. I come from a bit of development background. To me, it all makes quite a lot of sense, but someone using it for the first time would probably battle understanding how the functions work. This might be something they could improve on.
It would be really useful if it could publish data to Power BI. We like to use Power BI for our reporting, but we can't directly integrate the data across. If there was a way to automate the collection of the data and push it straight into the Power BI platform, it would be quite useful.
For how long have I used the solution?
I have been using Microsoft Power Automate for about three months.
What do I think about the stability of the solution?
It seems to be very stable. It has been running now for about three months, and it regularly gets used, probably about 30 times per day. I haven't had a single missed event. I have received all the emails, and everything works great. Today, funnily enough, I have started building a new solution for something similar. So, I went back and actually checked the records for the last three weeks, and everything was perfect. I haven't had any issues with it at all.
What do I think about the scalability of the solution?
I am sure that it is going to be perfectly fine for what we need. We are looking at about 30 people using it in one day over the last three months, which is not a very high volume. We are not going to do more than probably a maximum of 50 users a day.
How are customer service and technical support?
I did not have any need to contact them.
Which solution did I use previously and why did I switch?
Previous to this, I used Microsoft Flow, and before that, I used the SharePoint workflow. We switched from Microsoft Flow because Microsoft actually changed their product and went from one to the next. It used to be Microsoft Flow, and then they revamped it and re-introduced it with a new name. I just carried on basically using the same platform. It is better than what they used to have. That's for sure, but I'm still effectively using the same product. They had advertised through emails and other mediums that they have switched to a new product, and it has been rebranded. I thought I'm going to try it, and I just found it very friendly and easy to use. So, I just stuck with it.
How was the initial setup?
It is integrated completely with our Office 365, so I didn't have to set up anything. Everything just works automatically. The security works from the first time. When I logged in, it straight away identified me. I could immediately get a list of all the people to whom I needed to send the stuff. It connected straight away to the SharePoint. I didn't have any problems at all.
What about the implementation team?
The original product was set up by the consultant firm that looks after our IT. We don't do it on our own. They set up everything and configure it. All I had to do was just log in and make sure everything works the way I wanted it to do.
What's my experience with pricing, setup cost, and licensing?
I don't deal with the financial side. I know that we pay for a per-user license. It is probably less than $20 a user, but I am not sure about the exact figures.
What other advice do I have?
To use this solution, you need to maybe brush up a little bit on how to use the function references that are available in Microsoft Power Automate. The code that you use for the functions is a little bit different from what you would use if you were using Excel or anything like that. So, you just need to brush up on how the functions work. Once you understand them, it is pretty simple.
I would rate Microsoft Power Automate a ten out of ten. Everything has been perfectly fine. I am a happy user.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Microsoft Azure
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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Updated: January 2025
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