Create a flow for a list or library

Create a flow for a list or library

1. Navigate to a list or library in Microsoft Lists, SharePoint, or to your OneDrive for work or school.

   Notes: 

   • For SharePoint, the option to create a flow is only available for site members who can add and edit items. The option is always available for OneDrive for work or school in the browser.

   • Power Automate can connect with SharePoint Server through an on-premises data gateway. Power Automate does not appear in SharePoint Server.

2. At the top of the list, select Integrate > Power Automate > Create a flow. 

3. Select a flow template from the right-hand panel. Some commonly used flows appear. Get started with common scenarios, such as sending a customized email when a new item is added to the library. Use these templates as a starting point to create your own flows. Or, choose Show more > Complete a custom action for the selected item to create a flow from scratch. After selecting a template, complete the remaining steps in the Power Automate site.

4. The following steps happen in the Power Automate designer. The first screen to appear, is to show all apps used by this flow. Make sure the flow is connected to all apps with a green checkmark. For Microsoft 365 services, such as SharePoint and Outlook, connections are created automatically. If not, select Sign in to connect.

5. For third-party services, to sign in to each service, select the link provided.

6. Select Continue to the next step. 

7. Depending on the template you selected, you will see a flow already being created.

   Add any necessary information, or change the default values provided for the template in the designer. For example, to modify the automated email content, under Send Email,select Edit. The options for the Send Email action include changes to how the email appears to displaying additional fields from the SharePoint item.

8. When you are done with editing, select Save on the top right of the designer to save your flow. 

7.   After the flow is created, select Done.

To learn how to edit an existing flow in a list, see Edit a flow for a list. To learn how to delete a flow in a list, see Delete a flow from a list.

If the default behavior is set to the classic experience, Power Automate does not appear in the command bar of your list or library. If the new experience is available, to enable it for your list or library, navigate to List Settings, and then select Advanced Settings. For more info, see Switch the default experience for lists or document libraries from new or classic.

For more info about lists, see What is a list in Microsoft 365? For more info about Power Automate, see Get started with Power Automate.