Overview of process mining and task mining in Power Automate
Process mining and task mining in Power Automate allow you to gain a better understanding of your business processes so you can optimize them.
The process mining capability in Power Automate is better suited for discovery of inefficiencies in organization-wide processes. It enables you to gain a deep understanding of your processes using event log files that you can get from your system of recording (apps you use in your processes). The process mining capability displays maps of your processes with data and metrics to recognize performance issues. Example processes suitable for the process mining capability include accounts receivable and order-to-cash.
The process mining capability can be a key driver in making intelligent, day-today improvements on every level. You can discover and model processes for which you have data readily available, giving you an X-ray visualization of what goes on in your organization. In addition, you can standardize, optimize, and improve operations, while staying informed about progress towards defined key process indicators.
The task mining capability in Power Automate is better suited to discover tasks happening on the desktop. It enables you to zoom-in to specific desktop tasks you might have discovered during your process mining analysis. You can understand how your company performs its process tasks through monitoring recorded user actions and collecting data from these actions. You gain insights from this data that lets you know how processes are performed, find common mistakes while performing tasks, and identify tasks that can be automated.
Here are some reasons to help you decide to use the process mining capability.
- See the actual steps needed to perform your organization’s operation process and remove any guesswork.
- Save time and money by optimizing processes.
- Detect noncompliant processes and/or tasks.
- Discover automation opportunities.
- Compare processes.
- Find mistakes.
- Understand where and why problems occur.
Explore the topics in the documentation for the process mining and task mining capabilities in Power Automate for the following:
- Business scenarios
- Understand where and why problems occur.
Here are some reasons to help you decide to use the task mining capability.
- Understand what employees actually do while performing each task on their desktops.
- Identify and eliminate unnecessary actions in process tasks.
- Identify the most common actions through user interactions.
- Ensure compliance and perform audit.
- Automate tasks that would accelerate processes and reduce human errors.
Explore topics in process mining and task mining in this documentation for the following:
- Business scenarios
- Tutorials
- Guided procedures
- Videos
Process mining is licensed as part of Microsoft Power Automate. There are three Power Automate licenses that are related to process mining and a Power BI license is required for Power BI report customization.
For a limited time of 90 days, the Power Automate trial license offers:
Task mining capabilities: Enable you to analyze a recorded process and view the analytics report. You can invite others to contribute recordings to the process for richer insights.
Process mining capabilities: Enable you to create a process, connect to an event log using data flows, analyze a process from data, view the analytics report on the web, and perform advanced analytics on the desktop application. The trial offers limited process mining capacity of 100 MB per process. Therefore, to process more data, we highly recommend that you purchase the Power Automate Premium license and the Power Automate Process Mining add-on.
To learn more, go Power Automate Process Mining add-on in this article.
The Power Automate Premium license is a per-user license with the following offerings:
Task mining capabilities: Enable you to analyze a recorded process and view the analytics report. You can invite others to contribute recordings to the process for richer insights.
Process mining capabilities: Enable you to create a process, connect to an event log using data flows, analyze a process from data, view the analytics report in the web, and perform advanced analytics in the desktop application. Each Power Automate Premium license adds 50 MB of process mining capacity to a tenant wide capacity pool up to a total of 100 GB. When you reach 100 GB, you need to purchase the Power Automate Process Mining add-on to process additional data.
To learn more, go Power Automate Process Mining add-on in this article.
Additional 250 MB of Dataverse database capacity.
Additional 2 GB of Dataverse file capacity.
The Process Mining add-on is a tenant wide license that is available for the Power Automate Premium license. It offers:
Additional 100 GB of process mining capacity to the capacity pool, from which users with the Power Automate Premium license can consume.
Additional 2 GB of Dataverse database capacity.
Additional 1 TB of Dataverse file capacity.
Get Power Automate pricing details at Power Automate pricing. For inquiries about add-on capability licensing, contact Microsoft Process and Task Mining Questions.
To customize your report, you need to link the process to your own Power BI workspace, and a Power BI Premium license. To learn more about Power BI licensing, go to Power BI pricing.
Some features are in preview, denoted by the preview tag. For process templates that are still in preview, licenses and trials aren't needed.
Depending on the size of the process data you import, you might run out of Dataverse storage capacity. If this happens, ask your admin about purchasing more storage capacity, or delete existing processes to free up storage. The process data we store uses mostly file capacity.
To learn more about Dataverse storage capacity, go to New Microsoft Dataverse storage capacity.
Before you start using the process mining capability, make sure you have the following prerequisites:
The required licenses or trials depending on the capabilities you want access to.
A Microsoft Power Platform environment with a Microsoft Dataverse database.
To learn how to create an environment, go to Create and manage environments in the Power Platform admin center.
To learn how to add a database to an environment, go to Add a Microsoft Dataverse database.
Adequate roles are assigned for users who want to use the process mining capability. The Environment Maker is required to create, share, and contribute to processes. Go to Security and privacy to learn more.
Additional considerations for specific capabilities:
For the Power Automate Process Mining desktop app, download and install Power Automate Process Mining desktop app.
To customize your report, you need to set up your Power BI workspace and register the process mining service principal in Microsoft Entra ID.
For task mining, download and install Power Automate for desktop.