Create a Flow

#What to DoHow to Do It
1Open Power AutomateGo to flow.microsoft.com and sign in with your Microsoft 365 account.
2Create a simple flowClick Create > Automated cloud flow. Choose a trigger like When an email arrives.
3Use a templateClick Templates and search for what you need. Click a template and follow the setup steps.
4Share a flowClick the three dots next to your flow > Share. Enter your teammate's email.

Test & Fix Flows

#What to DoHow to Do It
1Test your flowClick Test in the top right. Choose Manually and click Test. Trigger the action to see if it works.
2Fix a broken flowGo to My flows, click the flow, and check the run history. Click a failed run to see which step failed and why.
3Re-run a failed flowIn the run history, click a failed run > Resubmit to retry with the same trigger data.

Flow: HR Equipment Return — All Clear Notification

When IT confirms all equipment has been returned and wiped during offboarding, this flow automatically sends HR an "All Clear" email so they can close out the departing employee's record.

StepActionDetail
1TriggerManually trigger a flow — input fields: Employee Name, Employee Email, Manager Email, Return Date.
2ConditionCheck that all items are confirmed (use a Yes/No input or a SharePoint list lookup).
3Send an email (V2)To: hr@domain.com — Subject: Equipment Return Confirmed – [Employee Name].
4Email bodyInclude employee name, return date, list of returned items, and IT sign-off.
5Teams message (optional)Post to the IT channel that the offboarding equipment step is complete.
6Update SharePoint (optional)Mark the offboarding record row as Equipment Returned = Yes.
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