Transcript for:
Power Automate Desktop Tutorial Overview

Hi everyone, Kevin here. Today I want to show you  how you can use Power Automate Desktop. With what   I like to call PAD, you can automate repetitive  and mundane tasks. Basically, the type of tasks   that you would hope to never have to do as part  of your daily job. To help you understand what you   can do with it, I want to share just a quick  example. Let's say that my boss comes up to   me and says, Hey Kevin, I'd like you to transfer  data from this one legacy system over here, it's   really old. And I want you to transfer all of the  data over to this other legacy system over here,   which is also very old. Now at first glance, it  seems like it should be straightforward enough,   but when I dig into it, I start to realize  that these truly are legacy systems   and there are no APIs and there's no programmatic  way to transfer the data between these.   So, it starts to dawn on me that probably the  only way that I'm going to be able to do it is   to manually go through and copy the data from one  system and then paste it into the other system.   Now at this point, I’d probably start looking for  new work, but luckily with PAD, I could have the   computer do all of this for me. With PAD, I could  basically go through and tell it step-by-step   what I want it to do. Copy this field over here  and then paste it in this field over there. It's   kind of like using a macro in Microsoft Excel, if  you've ever done that before, but instead of being   limited just to Microsoft Excel, you can write  a macro across any application on your computer.   In a sense, it's somewhat magical and extremely  powerful. We're going to start with how you can   get PAD, then we're going to run through a simple  example and at the very end, we'll finish off with   a more complex example just to help you understand  the capabilities and what you can do with PAD.   All right, well, why don't we jump on the  computer and let's get started. We're going   to start off with how you can get PAD, but before  we do that, I do want to call out two caveats.   To be able to use PAD, you need either Windows  10 Professional or Enterprise, and you also need   a work or school account. If you have those, you  should be able to follow along with no problem.   To get started, let's head to the website,  office.com, and once you land on the website   over on the left-hand side, click on Sign In. Once  you sign in, that'll drop us on the office.com   homepage. Down on the left-hand corner, you'll see  an icon for All Apps, let's click on that. This   opens up the All-Apps page and right over here  on the right-hand side of the page, you'll see   an icon for Power Automate, let's click on that.  This will drop us on the Power Automate homepage.   To get the desktop app over on the left-hand  side, let's click on the icon that says Create.   This will drop us on the Create page, and right  up in the top right-hand corner, you'll see a   dropdown menu for Install. When we click on this,  we can install the Power Automate Desktop app.   Go ahead and click on this and run through the  installation process. Down below, there's also a   second option for an on-premises data gateway.  What this allows us to do is when we set up   automations in the desktop app, if we want it  to connect to any automations that we might have   on the web, we can use a gateway to create that  bridge between the two. For today's tutorial, I'm   going to look exclusively at the desktop app. Once  you finish installing PAD, go ahead and launch the   application and you'll land on the screen that  looks like this. In the top left-hand corner,   we can kick off a new flow and in a moment, we're  going to do that. Down below, you can also see all   of your recent flows. This is where you could also  run, stop, rename, any of your existing flows.   In the top right-hand corner, especially if you  have a lot of flows, you can search through your   list and here you could choose the environment  where you want to view all of the flows or the   environment for where you want to create a flow.  I'm going to leave it in the default environment.   We're now all ready to kick off our very first  flow, so let's go up to the top left-hand corner   and click on this text that says New Flow. This  opens up a prompt and we need to give our new flow   a name. For this example, it's going to be really  simple. We're just going to launch an app and then   we're going to close an app. I'll type that in as  the flow name. Next, I'll click on Create. This   drops us into the PAD Designer and we're going to  be spending most of our time here. This is where   we build our automations. I want to orient  you to the experience just so you understand   what's where. Over on the left-hand side, we have  a pane with all of our different actions and there   are many different actions you can choose from.  In fact, there are over 300 different actions.   An action is an instruction that you want the  computer to execute on your behalf. And just to   show you some examples of what you can do, here  if I click into File, you can do things like copy   files, move files, delete files. Here if I jump  into, let's say, Web Automation, you can launch a   web browser. You could go to a specific website.  You could also extract data from that website.   Here too, up above, let's say I have a specific  action in mind. Rather than navigating through   this list, I could also just type it in. So, let's  say I want to launch an app. Let me type in app.   And here I see an action for run application. So  I could run any application on my computer. So   once again, you have a massive number of actions  that you could choose from. In fact, if there's   some step that you can take on your computer,  chances are you can turn that into an action.   Once we start going through and we start selecting  different actions that we want the computer to   take, it'll add them to the main canvas over  here. And this will show us a list of all of   the different actions that we want the computer to  take. And once we start adding them to this list,   we can save it. We could run through the list. We  could also stop running through it. And over here,   we have two more different actions. So over here,  you can go through and you could select different   actions you want to add to this list. Or as an  alternative, you could open up the web recorder   or the desktop recorder. What this will do  is when the recorder opens, you can click   on different buttons on your screen. You can  navigate to different places on your computer,   and it'll record all of those different steps  that you take. So it's an alternative to going   through and selecting actions on this menu. Over  on the right-hand side, there are three additional   panes. We have variables right here. You can  pass in variables into your flow that you create.   You could also get output back from this  flow. You also have something called flow   variables. And as we start building our very  first flow, we'll see exactly how this works.   Down below, you also have different UI elements.  These are basically things that you're clicking   on on the screen. As we go through the example,  we'll pull in some UI elements and you can see how   this works. Down below, you also have images. And  if you capture any images as part of your flow,   you'll see them here. All right, well, now that  we've walked through the basic interface here,   it's time to start pulling together our  first flow. For the very first flow,   we're going to keep it pretty simple. I want  to launch Excel, then we'll show a message box,   and then we'll close Excel, just to show  you just the basics of how PAD works.   Over on the left-hand side, we want to choose an  action that launches Excel. Here, I see a category   for Excel, so I'll expand that. And one of the  first options here is to launch Excel. So here I   could click on that and I could drag it over onto  the canvas. And here you'll see that my first step   is launching Excel. This opens up a prompt where  I could specify exactly how I want it to open.   So I could have it launch with a blank document,  or I could choose an existing document.   I want it to open a blank document, so I'll choose  the first option here. I could also decide whether   I want the instance to be visible or not. So do  I want Excel to open so I could see the window,   or do I want it to stay in the background? For  now, just because this is a simple example,   let's leave it so it's set to visible. Down below,  I also see that it's going to produce a variable   called Excel instance. So if I want to reference  back this open instance of Excel, I can reference   that variable. So this will add our very first  flow variable over here on the right-hand side.   Everything looks good here, so I'll click on Save.  Back on the canvas now, we see our first step for   launch Excel, and once again, I now have my flow  variable with the Excel instance. So Excel is   going to launch, and why don't we click on Run  just to see how this works? I'll click on Run.   This will now start executing my flow, and  as we can see, that launched Excel. So,   look at that. We have our first flow taking shape.  As the next step in this flow, I want to show   a message prompt. So over here on the left-hand  side, once again, I could navigate through here   and find a display message, or I could go up  here to search, and let me just type in message.   Right down here, I see that I can display a  message. Now I could click on this action,   and I can drag it over to the canvas. You'll see  this line appears, and that denotes the place   where I'm going to put it in this list.  So I could place it after launching Excel,   or I could place it before launching  Excel. I want to place it afterwards,   so I'll release it right there, and now I could  type in the details of my display message.   Let me go ahead and I'll type in a title and a  message to display. I just typed in the message   box title, launched Excel, and for the message  to display, you successfully launched Excel.   Here I could go through, and I could select  different details of this message box, but   all of this looks fine, so I'll leave it as is.  Down below, here I'll also see that it's producing   another variable or another flow variable,  and this is whether the button was pressed.   Now display messages, it's not really that useful  in this scenario. I'm just launching Excel, then   I'm showing a message, but you can use display  messages if let's say you want to see the value of   a flow variable or an input or output variable  as you're running your flow, these displayed   messages can be very useful for that. So I  typed in all the details here, let's now click   Save. Now I have both of my steps, and once again,  I can click on Run to see what it looks like.   Here I see Excel launches, and then I get a  message telling me that it launched Excel,   and great, it looks like it was successful.  Back in the main designer, I now want to add   another step where I close Excel. Back over here  in Actions, I can click on Excel, expand that, and   I see the option to close Excel. I could click on  this action and pull it over into the main canvas.   Now, once again, we see that line there, and I can  choose where I want this action to take place in   the flow. Now, I wouldn't want it to happen before  I launch Excel, it only makes sense at the end,   so I'll drop it right down here. This opens up  a prompt where I could specify how I want to   close Excel, and at the very top, it says Excel  Instance. Basically, which instance of Excel do   I want to close? Now, remember earlier on when we  originally launched Excel, it generated an Excel   Instance flow variable. Here, we specify that  variable here, so whatever variable is produced   in the first step, here, we're referring back to  that variable right here, so we're going to close   the same instance that we opened at the beginning.  Down below, I could also indicate how I want it to   close, and for now, I'll just say do not save  document, but I could also save the document   if I'd like to. All of this looks good, so let's  click on save. I now have three different steps   showing up in my flow. If I wanted to modify any  of these steps, I could simply click on the item,   and I could drag it to a new position, so maybe  I want to launch Excel, then close it, and then   show the message. Here, I'll move that back to  the second position. I could also click on one of   these steps, and I could press Control C to copy  it, and then I could press Control V to paste it,   so this way, I could copy one of my steps, and  maybe I want to paste the display message to   the end again. Now I have a full flow, so  let's click on run to see how this works.   Here, it launched Excel, and I also see my message  prompt. When I click OK, it'll now close Excel,   and once again, I see the message prompt. Let's  say maybe I don't want one of these steps anymore.   I could click on that step, and then I could press  the delete key, and that'll remove it from my list   of actions that I want the computer to take.  All right, we've now completed our very first,   very simple flow. It's not the most useful flow.  We simply launch an app, show a message, and then   we close the app, but it shows you some of the  basics of how you could use different actions   to start building a flow. Now that we're all  done, let's click on save, and let's go back to   the main interface, and we'll build another flow  that leverages some UI elements. Right up here,   I'll click on X, and here we are back on the  main screen. On the main screen, let's go to the   top left-hand corner and click on new flow. For  this one, I want this to leverage the calculator,   so let's call the flow calculator. We're now  back in the PAD designer, and it should now   look familiar. This is our second flow that  we're going to pull together. This time, I   want to launch an application, and then we'll use  the desktop recorder to capture some UI elements.   Up here, I want to launch the calculator app, so  let's go up to actions in the top, and then let's   type in app. Here, we want to run an application,  so I'll take this action and pull it over into   the canvas. This opens up a prompt where we could  specify the application that we want to run. Now,   I already looked up the application path for the  calculator, and it's located in this location,   so if you want to follow along, feel free to type  in this location. All of the other settings look   fine, and once again, one thing to call out  is we're producing a variable called the app   process ID, so if we ever need to refer back to  this app or this instance of the app that's open,   we're going to have that in our flow variables.  Once we're good to go, let's click on save.   The first step launches the calculator, and to  make sure that it's working properly, let's click   on run. Here, we can see that it launches the  calculator app, and we now have the calculator   available to us. Next, I want to capture some  UI elements using the desktop recorder. This   also shows you how you can use the recorder to  capture some of the steps that you're taking.   Here, I'll click on desktop recorder. The main  designer screen disappears, and now we have the   recorder over here. Now, let's just do a very  basic example. Maybe I'll just do two plus two.   So here, I can click on start recording.  So the recording is now on, and I'll go   over to the calculator, and here you see that it  highlights one of the UI elements on my screen.   So here, if I hover over the number two, you see  this red rectangle around it. Here, I'll click   on number two. Over in the recorder, you see that  it now captures that action. So it says I pressed   the button, and it was the number two. I could  pause the recording if I want to do something   in the meantime, and then resume recording,  but for now, I'll keep recording going. Next,   I'll click on the plus icon, and here too, you  see another step was just added. Here, I'll   click on two again. So we'll click on two plus  two, and next, I'll click on equals. So here,   all of my steps have been recorded. Next, let's  click on finish. Back within the Flow Designer,   here, I can see that we launched the application,  and I see all of the steps that I just recorded.   It goes through two plus two equals, and then  we get the result. So here, if I run it now,   this will launch the calculator, and now it goes  through and adds two plus two, and it gives me   four. So once again, it's copying all of the  different mouse clicks that I made, and here,   I could see all the steps that it went through. As  I clicked on the different buttons on the screen,   PAD created UI elements for me. Here, I'll go  over to the right-hand side, and remember when we   oriented ourselves to the experience, there was a  category called UI elements. Here now that I could   see that it identifies the window calculator, and  it pulled out the button two. Here, I could click   on it, and I could see exactly what that looks  like, and then I could see plus, and I could see   equals right here. If I want to add additional  UI elements, once again, I could go back to the   desktop recorder, and I can capture UI elements  that way, or I could click on this button that   says add UI element. When I click on this, this  once again opens up my screen, and here I see the   calculator. So let's say I wanted to do three plus  one. Here, I could click on three, and if I press   the control key while clicking on it, here it adds  a new UI element. Next, I'll click on one, and   I've already captured the equal sign, so there's  no reason to click on that again. So now I've   included three and one as additional UI elements.  Next, let's click on done. This drops me back   into the PAD Designer, and within the UI element  screen, I now see that for the calculator window,   I now have three and one as additional buttons,  and I could leverage these UI elements as part of   my flow. So previously, I took two and I added it  to two, but let's change it to one plus three. So   here, I'll select the first button press, and when  I click on that, here it's currently referencing   the number two, but I can now change that to,  let's say the number one, and here you can see   the UI element that corresponds with the number  one. So I'll select that and then click on save.   Here for the number two, I can double click on  that, and here too, I'll change it from two,   and this time, I'll change it to the button three,  click on select and click on save. Now, instead of   adding two plus two, it's going to add a one plus  three. Here, if I run it, let's see how it works.   Here, the calculator adds one plus  three, and that gives me four.   Back on the main screen, to get this flow here, we  use the desktop recorder, but I also want to show   you how you can set up this same exact flow using  the actions over on the left-hand side. For now,   let's select all of these different items and hit  the delete key. So once again, you can very simply   delete any of the steps in your flow. Over on  the left-hand side, there's a category called UI   automation. UI stands for user interface. The  easiest way to think of this is this is any   clicks on Windows, any clicks on buttons, those  are all referred to as UI. Over here, there's an   item called click UI element in window and on  the calculator, we want to click on different   elements within that window. So here I can select  that item and I'll drag it over into my flow.   This opens up a prompt where I can specify which  UI elements to click. Right down here, currently   it's blank, so let's click on this dropdown. And  here I see that I've already added UI elements for   the calculator app. We use the desktop recorder to  capture some of these UI elements. You could also   go over to the pane over here like we did before,  and you could add UI elements this way as well.   Also, let's say you want another way to add  UI elements. You could also click on this,   add a new UI element. And this, once again, will  open up the same exact screen where we could add   additional UI elements. Now I've already captured  all the UI elements I want, so I'll simply click   on this dropdown list. And once again, we'll do  two plus two. Here I'll select the button two and   then click on select. Here you could specify the  click type. We just want this to be a left click,   but you could choose all different types of  clicks. Once you select that, let's click on save.   And so far, this will open the calculator. It'll  click the number two, but then we want to add,   and then we want to have another two, and then  we want the equals. Here I'll click on that   action, and I can copy and paste it. So here now  I have another step. Here I'll click on this next   step, and here I want it to add. So I'll go down  and let's choose a UI element for plus, then click   on select, then click on save. Here I'll paste in  two again, and let me just make sure that's after   the plus. And then I could paste in one more  step, and I want this to be the equal sign.   So here I'll go in and choose the UI element  for the equals press. Then I'll click on select,   save, and if I click on run, this will be exactly  the same as the flow that I created with the   desktop recorder. So just another way to create  the same exact flow. Now you could use either   the desktop recorder, or you could simply add the  different steps depending on which one you prefer   and which approach you think is easier. Here let's  run it and just verify that it works the same way.   You probably never thought adding  two plus two would be so exciting,   but we just automated our computer again. So far  we've been looking at some of the fundamentals of   how you can create your very first flow in PAD.  Now I want to switch gears and we're going to   look at a more advanced example. If you want  to follow along with this one, I've included   all of the sample files in the description of  this video. Here at the Kevin Cookie Company,   and yes, I was able to incorporate the  Kevin Cookie Company into this tutorial,   we have a whole bunch of cookie order forms.  And these order forms are all different Word   documents. If I open up one of the order  forms, you can see the type of information   that's contained within. I have the order number,  the customer name, the cookie type, the quantity,   and there's some additional information on here.  Now I want to take all of this information from   each one of these different order forms and I want  to consolidate it or aggregate it into this order   tracker that I have in Excel. Now previously, I'd  have to go through each individual Word document.   I'd have to copy out the information and then I'd  have to paste it into Excel. But of course, that   takes a long time. It's a lot of manual work and I  really wouldn't enjoy doing that. So instead, why   don't we use PAD to extract information from each  individual Word document and place it into this   Excel sheet. Now in this example, I only have five  order forms. So there aren't really that many and   you could do it manually, but let's just imagine I  had a thousand order forms or 10,000 order forms.   It would be a lot of manual work. Within PAD,  just like we've been doing all along, let's go   to the top left-hand corner and click on new flow.  This opens up the prompt and for this, I'll say   order form in Word to Excel. Once you've finished  typing in the name, let's create our flow. We're   back in the PAD designer and as a very first step,  I first want to get all of the files that are in   the folder. So here, if I go back to my desktop, I  have all the cookie order forms within this folder   called cookie order forms. So, the first step is  going to be to retrieve all of these files. To   retrieve all of the files, over on the left-hand  side, we have an action category for folders.   When I expand this, I see all these different  actions that I can take on a folder.   Now, I want to get all of those files from within  the folder and the very first action here is get   files in folder. That sounds exactly like what  I want to do. I'll click on this action and then   drag it over onto the canvas. This opens up a  prompt and I can select all of the different   parameters. Here at the top, I can specify  the folder that I want to get files for.   Over here, I could click on this and I could hard  code the folder that I want to get files for.   Here, I have the folder on my desktop, so  I'll select desktop and right down here,   I see my cookie order forms. I'll click on  that and then click on okay. Down below,   I can also apply a file filter. Let's say I had  different file types in there or maybe file types   that were unrelated to the order forms, I could  filter them out. Down below, I could also specify   whether I want to include subfolders. I don't have  any subfolders, so I'll leave that checked off.   Down below, here you'll see that it produces  a variable and this variable is a list of all   of the different files that are contained within  that folder. Just like we've seen earlier in the   other examples, it'll add a flow variable over  here and we'll be able to leverage that later.   All of this looks good, so let's click on save.  It's now added the first step to the flow and it's   going to get the files in the folder. Here too, we  can see some of the specifics of what it's doing.   So it's getting files in this specific folder.  Here, we can see the filter that's applied. So   it's just going to fetch all of the different  files within that folder and then it's storing   them in this variable. And here again, we can see  the variable over on the right-hand side. Next,   I want to launch Microsoft Excel. So just like we  did in the earliest example today, let's go down   to Excel and then let's click on launch Excel.  Here, I'll drag it over and that'll be the second   step of our flow. Here, it says launch Excel, but  we don't want to launch with a blank document.   We want to launch with our order tracker. So  here, I'll click on the dropdown and I'll select   open the following document. When I select that,  I can choose a document path and I'm going to hard   code this as well. I'll click on select file and  I have the file sitting on my desktop. So I'll   navigate there, select the order tracker and then  click on open. Back on the main screen, I could   also select whether I want to make the instance  visible. I'd like it to show up as it's running   through this. So, I'll leave that toggled on.  Here, I'll see that it produces a variable called   Excel instance and that'll add it over into flow  variables. This all looks good, so let's click on   save. Now that I have Excel open, I want to go  through each individual order form in my folder   and I want it to scrape out all of the details  and I need it to go through document by document.   To do that, I need to use something called a loop  and over on the actions menu, there's a category   for loops. If I expand that, I see a few different  types of loops that I can use. Now, I want it to   go through my folder and for each file within  the folder, I want it to pull out the details.   So I want to set up a for each loop. I can click  on this action and I'll drag it over onto my   canvas and I'll put it after launching Excel. This  opens up a prompt where I can specify the value I   want the for each loop to iterate over. Now, once  again, in the first step, we got all of the files   in a folder and then we created a variable with  a list of all of the files and that variable is   called files. So I want it to go through that list  of all of the files. Over here, I can click on the   select a variable icon and here I could select  the list of files. So, I'll select this variable.   You'll see here, there's a percentage sign, files  and a percentage sign. This is how PAD denotes a   variable. Down here as well, I see that not only  is it going through this list of variables, but   it's also creating its very own variable called  current item. So when the loop runs for the first   time, it'll pull out that one document and it'll  store it in current item. When it goes through the   loop again, the current item will be the second  document that it goes through. So each time the   loop goes through, this current item will update.  All of this looks good, so let's click on save. We   now have the loop showing up in the canvas and we  can add steps within the loop. So whatever steps I   have within the loop are going to be repeated for  each document within the folder. As the first step   in our for each loop, I want to take the current  item and I want to rename it extract. We're going   to use this one file to extract all of the order  details. The reason for this is we're going to   identify UI elements and we want to make sure that  they're the same across all files. To rename the   file, let's go over to the left-hand side and  click on file. And here we see an action for   rename file. Let's click on this and then let's  drag this within our for each loop. This opens   up a rename file prompt. And first I could select  the file that I want to rename. Now I want it to   rename every single file that's within the  list. And so right now it has the current item.   I'll click on select variable and I'll select the  current item. So each time the loop goes through,   it'll rename the current item. I'll select that.  And for the new file name, I'll type in extract.   Down below, I could also decide whether I want to  keep the extension. That's .docx and I do want to   keep that. Down below, it also says if the file  exists. Now, every time it runs through this loop,   it's going to rename the file to extract. So it's  going to exist the second time it runs through   all the way up through the last time it runs. So  here I'll click on this dropdown and I want it   to overwrite the existing file. So, I'll select  overwrite. And down below, let's click on save.   Now that I have a renamed file, I want to open  Microsoft Word so we can extract all of the   details from the Word document. Now I need to  launch the application. So let's go over to the   left-hand side under actions and here I'll type in  app. Here, the action is run application and let's   pull that over and we'll do that after renaming  the file. This opens up a prompt where we need to   specify the application path of the app that we  want to launch. And I'll show you a quick trick   how you can get the application path for pretty  much any app on your computer. To find where an   app is stored on your computer, simply go down to  your task bar and within the search field type in   Word. This is the application that we want to  open. Here I see Word up here. I can right click   on this and then we can open the file location.  This opens up File Explorer with the location of   the shortcut. Now the shortcut is not going  to launch the application. So once again,   we can right click on the shortcut and then open  the file location of that. When we click on this,   this will navigate us to where the EXE is and this  is exactly what we want. To copy this path now,   press the shift key on your keyboard together with  the right mouse button. This opens up a context   menu and right down here we can copy this as a  path. Let's click on this. Back now within PAD, we   can paste in the application path. I'll paste in  what I just copied. The one thing you want to make   sure you do is remove these quotes from the path.  Here I'll delete those. Down below, we also need   to enter in a command line argument to open up  the file that we just renamed. Down below, let's   enter a forward slash, a T and then type in the  document location. For the document location, we   also need to enter quotes at the beginning and at  the end. Once we're all done, let's click on save.   As a next step, we want to create some UI elements  within our Word document. So let's minimize Power   Automate and let's go back to the cookie order  forms. For now, let's take one of our order forms,   let's copy it and paste it and then let's rename  the copy file extract. Next, let's open up the new   file called extract. Back within PAD, we need to  indicate some UI elements that we want to scrape   from the Word document. Over on the right-hand  side, just like we did in the earlier examples,   let's click on UI elements and then down below,  let's click on add UI elements. This opens up   the add UI elements prompt and I also have my  Word document here that we just created called   extract. Here, we want to pick out all of the  data that we want to extract from this document.   Here, as I hover over the different elements, I  can select which elements I want to copy. So here,   I want to take the order number all the way down  through the desired delivery date. Now, once   again, to add a UI element, I press the control  key and then I click on an area of the screen.   So here, I'll get the order number, I want to get  the name, the cookie type, the quantity, how they   heard about us, the preferred delivery method and  also the desired delivery date. So here, I have   all of my UI elements. Let's click on done. Back  within PAD, within UI elements, I can see all of   my UI elements now. Right now, they have mostly  unfriendly names that are hard to understand.   Over here, I know this is the order number so if  I go over to the ellipsis on the right hand side,   I can click on that and I can rename the elements.  I'll go through and rename all of them. I've now   added UI elements and I've renamed them for all of  the different elements that I want to scrape from   my Word document. Next, I want to extract data  from the window. So over on the left hand side,   under UI automation, if I click on this, there's  a category for data extraction. When I expand   this, right here, I see an option for extract  data from window. This is what I want to do,   extract data from a Word window. Here, I'll click  on this option and I'll pull it in underneath run   application. This opens up a prompt to extract the  data from a window and essentially what I'm doing,   I'm taking one of my UI elements, I want to take  the value of that UI element and I want to save it   as a variable. So here first, I need to select the  window. So here I see my window with all the UI   elements. First, I want to select the order  number. I'll pick that as one of the UI elements,   click on select. Down below, I can decide where I  want to store the extracted data and I don't want   to just put it in an Excel sheet yet. Instead,  I want to save it as a variable. So I'll select   a variable and down below, it'll show me what  variable will be produced and currently it's   called data from window. Now that's not really  that descriptive. I can click on that and I can   give the variable a new name. Now I have to leave  the percentage sign in front and in back because   that's what makes it a variable but here I can  modify the middle of it. So here I'll call my   variable order number. So, it aligns with my UI  element. That looks good and next let's click on   save. I've now created my variable and here you'll  see it'll extract the record from that UI element   and it'll save it as order number. If I go back  over here on the right-hand side, I can click   on variables and here now I see that I have a new  variable that I created called order number. Every   time it runs through all of these files, when  it runs through the first file, the order number   will match the first file. When it goes through  the second file, it'll match the second file.   Now I want to go through and do the exact same  thing for all of the different UI elements. I   want each one of these UI elements to be stored  as a variable. So I'll go through and do the exact   same thing, extract the data as I did with order  number and I'll do it for each one of these. I now   have variables for all of my UI elements. I now  want to pass the value of the variable into Excel.   But before I can do that, I need to find the first  available row in Excel and luckily PAD can help me   with that. Over on the left-hand side, I have a  category for Excel. I'll expand this and here at   the very bottom of the list, there's an action for  get first free column slash row. Let's click on   that one and pull it into the canvas. This opens  up a prompt and first I need to select the Excel   instance. And here the Excel instance, when I  launched Excel earlier, it created a variable   called Excel instance and here it refers back to  that. This will produce its very own variables.   Here I'll get one variable with the first free  column and another variable with the first free   row. That's perfect. Let's now click on save. I  now have all of my variables. I also know what the   first free row is in the Excel sheet. The pretty  much the last thing I need to do now is write to   the Excel worksheet. And I still have the Excel  category open here and one of the actions is write   to Excel worksheet. Here I'll select this item  and drag it over as the next step on the canvas.   This opens up a prompt where I could define how  I want to write the data to the Excel worksheet.   First, I need to choose the Excel instance.  And once again, when we launched Excel earlier,   we got a variable for Excel instance and here  I'm going to refer to that variable right here.   Next, I need to specify the value I want to  write. First, I want to write the order number.   So here I'll select a variable and here I can see  all of the different variables available to me.   If I scroll down a little bit, I see a variable  for the order number, so I'll select this item.   For the write mode, I want to write it into a  specific cell. For the column, let's jump back   into the Excel sheet to see which column we  want to write it to. Within the Excel sheet,   I can see that the order number is the first  column, so we want to write to column one.   Back within PAD, for the column, I'll enter one.  Down below, I could also specify the row and I   want to make sure I enter this into the first  available row. So here I'll click on the select   variable and here I can go down and I'll find  a variable for the first free row. Here it is,   I'll select this variable. All of this now looks  good, so I'll click on save. I've now added my   step to write to the Excel workbook and it's going  to write the value of order number and here you   can see all of the details. Now, I'm going to  go through all of the other variables and set   up something similar to this and I'll specify the  specific column that these other variables should   go into. I've now gone through and I've added an  action for each one of these variables. So for   the order number, the customer name, the referral,  I'll go through and I'll write each one of these   to a specific column and an open row within the  Excel spreadsheet. As the last step of the loop,   now that I've copied all of the data into the  Excel sheet, I want to close the Word document.   This way I could open up the next document  in Word. Over on the left-hand side, under   the system category, here you see the option to  terminate a process. I'll click on this action and   then I'll drag it over to the very bottom of my  loop. This opens up a prompt where I can specify   what process I want to terminate. First, I have an  option to choose a process name or a process ID.   Earlier when we launched Word, that generated a  process ID, so I'll select process ID and here   if I click on select variable, I can select the  app process ID that we got earlier. I'll click on   that item and then click on save. Here, back in  the main view, if I scroll up just a little bit,   here again, we see when I launched Word. If I  double click on that, here again, we can confirm   that it produced a variable called app process  ID. We've now finished entering in all of the   different steps of our flow and our automation.  Before we click on run up above, let's take a   quick moment to review all of the different steps.  If I go up to the very top, first, we're going   to get all of the files. So these are all of the  order forms that are contained within this folder.   It's then going to take all of those files and  store it as a list within this variable called   files. Next, we'll launch Excel and we're  going to open this order tracker sheet.   That's when we kick off the loop and we're  going to go through every single order form   that we stored in files. Here, first, we're going  to take the current item and we're going to rename   it extract. Then we're going to launch that file  in Word. Then we're going to go through and we're   going to extract all of the data from the Word  document. We'll find the first available free   row in the Excel worksheet and then we'll write  all of the data into Excel. Then at the very end,   we'll terminate the Word document and then the  loop will just continue again where once again,   we create the next document, we open  Word again with the next document,   and then it'll keep going through until it goes  through all of the different documents. Now, one   more thing to clean up before we click on run, we  created an extract file so we could get all of the   different UI elements. Let's delete this file  before we click on run. Back now in PAD, we are   ready to kick off this flow. In the top left-hand  corner, let's click on run and let's see it work.   Here now you can see it open up the Excel  document. It'll go through and open up each   of the Word documents. And here you can  see it start populating the Excel file.   And there it is. All of those separate Word  documents are now consolidated into one Excel   spreadsheet. This was just a basic example showing  you how we can bring data from Word to Excel, but   with PAD, you can really connect any application  together. We didn't get into it today, but you can   also take these desktop flows that we created and  you can also connect them to web flows. So all in   all, PAD is extremely powerful and also versatile.  Before we wrap up, one thing I want to call out,   especially if you're using multiple monitors,  you really have to be cautious. When I pulled   together this flow using multiple monitors, my  UI elements just weren't working properly. When   I switched back down to one monitor, identified  all the different UI elements, then it seemed   to work as I expected. So just a word of caution.  All right, well, that's how you could get started   using Power Automate Desktop. If you found  this video helpful, please give it a thumbs up.   To see more videos like this in the future,  make sure to hit that subscribe button. Also,   if you want to see me cover any other topics,  leave a comment down below. All right, well,   that's all I had for you today. I hope you enjoyed  and as always, I hope to see you next time. Bye.