Most companies on Microsoft 365 already have Power Automate. Two or three people taught themselves and use it. Their flows run under their personal accounts, nobody else knows what they do, and when one of them leaves, invoice approval suddenly stops.
Meanwhile requests, sign-offs, and filing still travel back and forth by email. Business teams know exactly what could be automated. What they lack is the skill and the permission.
Power Automate training for your company
Power Automate training from Specialty Tokens tackles both problems: more people who can automate their own processes, and rules that make it safe to do so. Beforehand we agree with your IT team which environment people build in, which data loss prevention (DLP) policies apply, and which connectors are approved. Then participants work on your processes: the request that arrives as an attachment, the list updated by hand every Friday. We train in-house, in English or German, for business teams without a coding background, with a separate session for IT on request.
What each part of Power Automate is for
| Building block | What it does | Requirements (per Microsoft, as of October 2026) |
|---|---|---|
| Automated cloud flow | Starts on an event, such as a new email or a new SharePoint item | A Microsoft 365 license covers standard connectors; premium connectors need Power Automate Premium |
| Scheduled cloud flow | Runs at set times, such as the Friday report | Same as above |
| Instant cloud flow | Starts from a button, such as an approval in Teams | Same as above |
| Desktop flow (RPA) | Operates Windows apps and websites through the screen, for systems without an API | Power Automate for desktop on Windows; free to run locally with a work account, Premium to trigger from cloud flows, Process license for unattended runs |
| Copilot in Power Automate | Describe a flow in plain language and refine it | New designer, work or school account, supported region or admin consent; English only for now |
| AI actions (AI Builder, prompts) | Extract document data, classify email, summarize text | Consume credits: AI Builder credits or Copilot Credits |
One date matters: Microsoft removes the AI Builder credits included in licenses such as Power Automate Premium on November 1, 2026. After that, AI actions run on add-on credits or Copilot Credits. We settle this with IT first, so no production flow fails for lack of credits.
Typical content:
- Cloud flows: triggers, conditions, loops, and simple expressions, built on real events.
- Approvals through Teams and Outlook, with multiple stages, reminders, and a record.
- SharePoint, Outlook, Excel, and Teams connected, so files land in the right place and the right people are told.
- Power Automate AI: drafting flows with Copilot, adding AI actions, and keeping a human check where it matters.
- Desktop flows for older applications without an API, and when they are worth it.
- Operations: error handling, alerts, co-owners, and service accounts, so no flow depends on one person.
Power Automate vs Copilot Studio: what is each for?
| Power Automate | Copilot Studio | Custom integration | |
|---|---|---|---|
| Best for | Fixed, repeating processes in the background | AI agents that people talk to | Processes across many systems outside Microsoft |
| Where it runs | Microsoft 365: Teams, Outlook, SharePoint | Teams, Microsoft Copilot, websites | Your systems, directly or through our central AI platform |
| Billing | License per user or per flow | By consumption; agent flows need no Power Automate license | Project fee, no per-user fees to us |
| Limits | Premium connectors cost extra | Agent flows can't have co-owners or call desktop flows | Needs development work |
| Doesn't fit when | Someone wants to ask a question, not start a process | The process is always the same and nobody needs to talk to it | The process stays entirely in Microsoft 365 |
Often the answer is both: an agent in Copilot Studio takes the request, and a cloud flow does the work. A custom integration we build with you pays off when ERP, CRM, and other systems outside Microsoft are involved, or AI agents drive the process. For everyday work in Word, Excel, Outlook, and Teams, Microsoft Copilot training is the better starting point.
Which training format fits?
Specialty Tokens is one of the providers and wrote this page, so here is the fair version:
- Public courses at IT training companies: strong on fundamentals, fixed dates, and Microsoft's curriculum. Fits when individuals need to learn the tool. Doesn't fit when a team should build on its own processes under its own rules.
- Microsoft Learn, self-paced: free, current, and good for motivated people. Doesn't fit when governance and working with IT are the real problem.
- In-house with Specialty Tokens: strong on real processes, AI in the flow, and rules agreed with IT up front. Doesn't fit when one person only needs the basics.
From workshop to in-house capability
At TimeTac, the marketing and growth team automated its own work after an AI enablement workshop, not with Power Automate but on an internal AI platform, and with no engineers on the team: 10 automations live, 117 runs in three weeks, 54 of them unattended. The pattern holds for Power Automate too: the people who know the process do the building.
To make it a standing capability, the AI Champions Program trains volunteers to build automations for their departments. Everything built in the training is yours. This training is part of our AI training for employees, alongside AI literacy training. Tell us through contact which processes still run by hand.
