WiseOwl Training - Established 1992 Wise Owl Training

Established May 1992
30 years in business
Wise Owl Training
30 years in business
See 519 reviews for our classroom and online training
Comparing Power Automate Desktop and Power Automate
It's a tad confusing having two software applications from Microsoft with such similar names, particularly when they do such different things! This blog tries to clear up the confusion.

Posted by Andy Brown on 22 June 2022

You need a minimum screen resolution of about 700 pixels width to see our blogs. This is because they contain diagrams and tables which would not be viewable easily on a mobile phone or small laptop. Please use a larger tablet, notebook or desktop computer, or change your screen resolution settings.

Comparing Power Automate Desktop and Power Automate

This blog celebrates our announcement of 3 new Power Automate courses.  So from June 2022 you can now choose to attend one of the following courses:

Course Days Classroom Online
Power Automate Desktop 2 View View
Introduction to Power Automate 2 View View
Advanced Power Automate 2 View View
Fast-track Power Automate 3 View View

The fast-track course attempts to combine the two separate introductory courses in 3 busy days, to give an overview of everything that Power Automate has to offer.

What's in a name?

Power Automate and Power Automate Desktop sound similar, don't they?  And they do share characteristics, being both examples of RPA (Robotic Process Automation) software, aiming to get a computer to do repetitive processes or tasks that a human would normally have done.  However, there are big differences between the two software applications:

Area Power Automate Power Automate Desktop
Storage Flows are stored in the cloud Despite running on your desktop, flows are stored in the cloud also.
Flows run ... ... in the cloud ... on your desktop
Cost Complicated, as is always the case with Microsoft licensing (typically you pay either by number of flows created or by number of flows run). Free (bundled with Windows 11, installable without charge on Windows 10)
Underlying flow format JSON A language called RobinScript.
Back story Renamed in November 2019 (it used to be called Microsoft Flow). Based on the popular RPA program WinAutomation from Softmotive (who Microsoft bought in May 2020).

Given the above, please join my campaign to get Microsoft to change the name of Power Automate to something more distinctive, such as "Power Automate Server" or "Power Automate Cloud".  The militant wing of the Campaign against Repeat Annoying Prefixes has a march in London in August, which we hope won't turn violent - join us here.

Power Automate Desktop

As VBA is to Excel, so PAD is to Windows: if you can do something in Windows, you can probably automate it in PAD too.

Typical PAD actions

Some typical things that you can do in Power Automate Desktop include compressing files, managing your clipboard, printing, playing with Excel and sending emails (in fact, you can program your computer to do pretty much anything you could do yourself).

 

Here are some typical use cases for Power Automate Desktop:

Need Notes
Backing up data You might waste 10 minutes or so every month backing up your most important desktop files to your company's network drive.  Why not delegate this to a PAD flow instead?
Email processing Bored of extracting attachments from emails that you receive from your sales director?  Write a flow to filter out his or her emails, move them to a dedicated folder and automatically extract the sales reports contained therein.
Getting website data Need to get the latest currency exchange rates, or the current price of a competitor's product on Amazon?  To save a human being involved, write a flow to browse to the relevant website and extract the necessary data (warning: this isn't as straightforward to implement as it sounds).

Here's what a typical PAD flow looks like:

A typical PAD flow

As it happens, this flow is trying to open an Excel file with a given name from a given folder.

 

Power Automate

When you create a flow in Power Automate (let's call this PA, shall we?) you can do so based on one of hundreds of templates - here are a few examples:

Data collection templates

These are just templates to do with collecting data, but they give a good idea of what's possible.

Have a think about your day-to-day tasks, and you may well see that you could make your life easier by automating many of them.  Here are some examples:

Task Details
Approving holidays Every time you receive a holiday request you have to approve (or deny) it.  If you approve it you then have to email the employee's line manager and update your shared calendar to show the holiday.
Monitoring Twitter Every day you log on to Twitter and run a search for hashtags containing the letters wiseowl, to see if you've been mentioned.  You summarise this information and post it in a Teams channel.
Survey form You send out an email asking your team where they would like to go for the next departmental away-day, and collate the results in an Excel spreadsheet.

Once you start thinking of repetitive tasks that you perform each day like this, you wonder if you'll have a job left to do once you've automated them all!

Where the two applications intersect

There are two main ways in which PA and PAD interact with each other.  Firstly, because PAD flows are stored in the cloud you can run or schedule them from within a PA flow:

Running a desktop flow

A cloud flow can call a desktop flow, and you can also schedule desktop flows to be triggered by some action (for example, by someone typing in a subject for a Teams meeting).

The other thing PA and PAD have in common is that they both feature programming concepts like conditions:

Adding a condition in PA

This is a condition being tested in Power Automate (you can see a PAD condition in the example flow shown earlier in this blog).

Recommendation

I like to finish any blog comparing two products with a recommendation, but I'm not sure I have one in this case!  However I don't like sitting on the fence, so here goes ...

  • If you are forever linking to Teams, OneDrive and SharePoint, I'd definitely learn Power Automate: you have the chance to make your working life so much more efficient.
  • If you are the sort of person who writes a macro in Excel to automate any task that you have to do more than once, I'd definitely learn Power Automate Desktop (not only has it got the potential to save you lots of time, but it's also fun).

If you're not sure which to choose, you could do worse than to learn both!  We're scheduling Power Automate Desktop courses now, and our first Power Automate course is in October - you can see details of all of our Power Automate courses here.

This blog has 0 threads Add post