Create a Flow
| # | What to Do | How to Do It |
| 1 | Open Power Automate | Go to flow.microsoft.com and sign in with your Microsoft 365 account. |
| 2 | Create a simple flow | Click Create > Automated cloud flow. Choose a trigger like When an email arrives. |
| 3 | Use a template | Click Templates and search for what you need. Click a template and follow the setup steps. |
| 4 | Share a flow | Click the three dots next to your flow > Share. Enter your teammate's email. |
Test & Fix Flows
| # | What to Do | How to Do It |
| 1 | Test your flow | Click Test in the top right. Choose Manually and click Test. Trigger the action to see if it works. |
| 2 | Fix a broken flow | Go to My flows, click the flow, and check the run history. Click a failed run to see which step failed and why. |
| 3 | Re-run a failed flow | In 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.
| Step | Action | Detail |
| 1 | Trigger | Manually trigger a flow — input fields: Employee Name, Employee Email, Manager Email, Return Date. |
| 2 | Condition | Check that all items are confirmed (use a Yes/No input or a SharePoint list lookup). |
| 3 | Send an email (V2) | To: hr@domain.com — Subject: Equipment Return Confirmed – [Employee Name]. |
| 4 | Email body | Include employee name, return date, list of returned items, and IT sign-off. |
| 5 | Teams message (optional) | Post to the IT channel that the offboarding equipment step is complete. |
| 6 | Update SharePoint (optional) | Mark the offboarding record row as Equipment Returned = Yes. |
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