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Is Flow really what I need?

I am an admin assistant with a pretty good understanding of how to use the basic MS Office suite... but I think Flow might be too much for me. Which is a problem, because I told my boss I thought it would be a great way to streamline our booking process and make sure multiple steps would take place, including creating PDFs cutomised for each client from MS Word templates, sent from specific email addresses, in a specific order etc. It's not really that complicated, but the number of steps allows for much human error. 


Is Flow the right tool? And what on earth do I do now that I have commited to eating this elephant??? I can't find a template that looks close enough to adapt, and the video tutorials I have found so far sound great but deal often with things I don't currently need (social media etc). Great projects to move on to once I figure it out, but right now I feel completely overwhelmed.


I use Mac Mail, Office 365, and most of our client info is currently in Excel spreadsheets. If anyone has the time or ability to help me calm down and figure things out, I would be so grateful.

Advocate II
Advocate II

I would advise you to create multiple flows that each work it's own thing. So create a flow that creates a PDF. Then you can search for video of web that tells you how to do this. 1 thing at the time. After everything works seperatly, combine 2 and see if it still works.

I think that everything you are saying is possible so just try. And if one flow is giving you a hard time you can ask for help about that single solution.

Super User
Super User

@Terri :

I agree with @dvdalen - attack this one piece at a time.  You can always ask questions here when you get stuck.  YouTube is a great resource for getting started as is this site.


I would advise moving your data to SharePoint and out of Excel - it will be a much easier path for you.


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