Teams - Add and Explore Workflows Video

Add, browse and automate workflows to save time and improve productivity with Teams. Learn how to connect applications and automate repetitive tasks with workflows.

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Objectifs :

This video aims to introduce the concept of workflows, explaining how they can automate repetitive tasks and connect multiple applications to enhance productivity. It guides users on how to create and manage workflows effectively.

Chapitres :

  1. Introduction to Workflows
    Workflows are powerful tools that allow you to automate repetitive tasks and connect one or more applications. This automation can save you significant time and effort, making your work processes more efficient.
  2. Benefits of Using Workflows
    Consider how workflows could be beneficial to you. Ask yourself the following questions: - Do you perform certain tasks repeatedly? - Do you frequently switch between different applications to complete your work? - Do you receive application notifications via email and wish to manage them better? - Do you often ask the same questions in channels or private conversations? If you answered 'yes' to any of these questions, implementing workflows could greatly enhance your productivity.
  3. Creating Workflows
    To create a workflow, follow these steps: 1. Click on the three dots in the left panel of your application. 2. Select 'Workflows' from the dropdown menu. 3. Click on 'Create' to start a new workflow. You will then access a list of available workflows categorized by actions and the applications they connect to.
  4. Specific Workflows for Channels
    You also have the option to create workflows specific to a channel. To do this: 1. Click on the three dots next to the channel name. 2. Select 'Workflows' from the options. 3. Choose the desired workflow from the provided list or use the search bar to find it. 4. Alternatively, click on 'More Workflows' to explore additional options.

FAQ :

What are workflows and how can they help me?

Workflows are automated processes that connect applications to perform repetitive tasks. They can help you save time and increase productivity by automating actions you do frequently.

How do I create a workflow?

To create a workflow, click on the three dots in the left panel of your application, select 'Workflows' from the menu, and then click on 'Create' to start setting up your workflow.

Can I customize workflows for specific channels?

Yes, you can create specific workflows for a channel by clicking on the three dots next to the channel name, selecting 'Workflows', and then choosing or searching for the desired workflow.

What types of tasks can I automate with workflows?

You can automate various tasks such as sending notifications, managing repetitive questions, and connecting different applications to streamline your processes.

Are workflows suitable for all types of applications?

Workflows can be used with many applications, but their effectiveness depends on the specific features and integrations available within those applications.

Quelques cas d'usages :

Automating Email Notifications

A marketing team can set up a workflow to automatically send email notifications to team members whenever a new lead is generated, ensuring timely follow-up and improved response rates.

Streamlining Project Management

A project manager can create a workflow that connects a task management tool with a messaging application, allowing team members to receive updates on task completions directly in their chat channels.

Reducing Repetitive Questions

Customer support teams can implement workflows to automatically respond to frequently asked questions, reducing the time spent on repetitive inquiries and improving response efficiency.

Integrating Multiple Applications

A sales team can use workflows to connect their CRM with email and calendar applications, automating the process of scheduling meetings and sending follow-up emails after client interactions.

Enhancing Team Collaboration

A remote team can set up workflows to notify members of important updates or changes in project status across different applications, ensuring everyone stays informed and aligned.

Glossaire :

Workflows

Automated processes that connect one or more applications to perform repetitive tasks, saving time and increasing productivity.

Applications

Software programs designed to perform specific tasks for users, such as email, messaging, or project management tools.

Notifications

Alerts or messages sent by applications to inform users about updates, messages, or other important information.

Channel

A specific communication space within an application where users can interact, share information, and collaborate.

Search bar

A tool within applications that allows users to input keywords to find specific content or features quickly.

résultat(s)
00:00:03
co-eminently referred to as workflows,
00:00:06
allow you to automate repetitive tasks or processes
00:00:09
that connect one or more applications to Teams.
00:00:12
This can be useful to save you time.
00:00:15
Let's take a moment to see if workflows could be useful to you.
00:00:19
Each time you answer yes,
00:00:21
it's possible to increase your productivity with a workflow.
00:00:24
Is there something you do over and over again on Teams?
00:00:28
Do you regularly switch between teams and other applications to perform tasks?
00:00:33
Do you receive application notifications by email and
00:00:37
would prefer to receive them in Teams?
00:00:39
Do you regularly ask the same questions to people,
00:00:42
whether in a channel,
00:00:43
a private conversation,
00:00:45
or in a meeting?
00:00:47
If the answer to any of these questions is yes,
00:00:50
here's how to add workflows.
00:00:52
Click on the three dots in the left panel.
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Select workflows from the window.
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Click on create
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Or new flow.
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You'll access the list of workflows,
00:01:09
choose the category that interests you.
00:01:11
A workflow is characterised by an action listed here
00:01:14
and the applications that will be connected to it.
00:01:18
You also have the option to create workflows specifically for a channel.
00:01:22
Click on the three dots next to the channel name,
00:01:25
then click on workflows.
00:01:28
Select the workflow from the list provided,
00:01:30
or by searching in the search bar or clicking on more workflows.

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résultat(s)
00:00:02
Fluxos de trabalho,
00:00:03
designados coeminentemente por fluxos de trabalho,
00:00:06
permitem automatizar tarefas ou processos repetitivos
00:00:09
que conectam uma ou mais aplicações ao Teams.
00:00:12
Isto pode ser útil para lhe poupar tempo.
00:00:15
Vamos tirar um momento para ver se os fluxos de trabalho podem ser úteis para si.
00:00:19
Cada vez que responder sim,
00:00:21
é possível aumentar a sua produtividade com um fluxo de trabalho.
00:00:24
Há algo que fazes uma e outra vez no Teams?
00:00:28
Alterna regularmente entre equipas e outras aplicações para realizar tarefas?
00:00:33
Recebe notificações de candidaturas por e-mail e
00:00:37
preferiria recebê-los no Teams?
00:00:39
Faz regularmente as mesmas perguntas às pessoas,
00:00:42
quer num canal,
00:00:43
uma conversa privada,
00:00:45
ou numa reunião?
00:00:47
Se a resposta a alguma destas perguntas for afirmativa,
00:00:50
veja como adicionar fluxos de trabalho.
00:00:52
Clique nos três pontos no painel esquerdo.
00:00:55
Seleccione fluxos de trabalho a partir da janela.
00:01:01
Clique em criar
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Ou novo fluxo.
00:01:07
Irá aceder à lista de fluxos de trabalho,
00:01:09
escolha a categoria que lhe interessa.
00:01:11
Um fluxo de trabalho é caracterizado por uma ação listada aqui
00:01:14
e as aplicações que lhe serão ligadas.
00:01:18
Também tem a opção de criar fluxos de trabalho especificamente para um canal.
00:01:22
Clique nos três pontos ao lado do nome do canal,
00:01:25
em seguida, clique em fluxos de trabalho.
00:01:28
Seleccione o fluxo de trabalho na lista fornecida,
00:01:30
ou pesquisando na barra de pesquisa ou clicando em mais fluxos de trabalho.

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résultat(s)
00:00:02
Flussi di lavoro,
00:00:03
denominati principalmente flussi di lavoro,
00:00:06
consentono di automatizzare attività o processi ripetitivi
00:00:09
che connettono una o più applicazioni a Teams.
00:00:12
Questo può essere utile per farti risparmiare tempo.
00:00:15
Vediamo se i flussi di lavoro potrebbero esserti utili.
00:00:19
Ogni volta che rispondi sì,
00:00:21
è possibile aumentare la produttività con un flusso di lavoro.
00:00:24
C'è qualcosa che fai più e più volte su Teams?
00:00:28
Passi regolarmente da un team ad altre applicazioni per eseguire attività?
00:00:33
Ricevete notifiche relative alle applicazioni tramite e-mail e
00:00:37
Preferiresti riceverle in Teams?
00:00:39
Fai regolarmente le stesse domande alle persone,
00:00:42
se in un canale,
00:00:43
una conversazione privata,
00:00:45
o in una riunione?
00:00:47
Se la risposta a una di queste domande è sì,
00:00:50
ecco come aggiungere flussi di lavoro.
00:00:52
Fai clic sui tre punti nel pannello di sinistra.
00:00:55
Seleziona i flussi di lavoro dalla finestra.
00:01:01
Fai clic su crea
00:01:04
O un nuovo flusso.
00:01:07
Accederai all'elenco dei flussi di lavoro,
00:01:09
scegli la categoria che ti interessa.
00:01:11
Un flusso di lavoro è caratterizzato da un'azione elencata qui
00:01:14
e le applicazioni che saranno connesse ad esso.
00:01:18
Hai anche la possibilità di creare flussi di lavoro specifici per un canale.
00:01:22
Fai clic sui tre puntini accanto al nome del canale,
00:01:25
quindi fai clic sui flussi di lavoro.
00:01:28
Seleziona il flusso di lavoro dall'elenco fornito,
00:01:30
oppure effettuando una ricerca nella barra di ricerca o facendo clic su altri flussi di lavoro.

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résultat(s)
00:00:02
Рабочие процессы,
00:00:03
которые в основном называются рабочими процессами,
00:00:06
позволяют автоматизировать повторяющиеся задачи или процессы
00:00:09
которые соединяют одно или несколько приложений с Teams.
00:00:12
Это может быть полезно для экономии времени.
00:00:15
Давайте на минутку посмотрим, могут ли рабочие процессы быть полезными для вас.
00:00:19
Каждый раз, когда вы отвечаете утвердительно,
00:00:21
можно повысить производительность с помощью рабочего процесса.
00:00:24
Есть ли что-то, чем вы занимаетесь в Teams снова и снова?
00:00:28
Регулярно ли вы переключаетесь между командами и другими приложениями для выполнения задач?
00:00:33
Получаете ли вы уведомления о заявках по электронной почте и
00:00:37
Вы бы предпочли получать их в Teams?
00:00:39
Вы регулярно задаете людям одни и те же вопросы,
00:00:42
будь то на канале,
00:00:43
приватная беседа,
00:00:45
или на встрече?
00:00:47
Если ответ на любой из этих вопросов утвердительный,
00:00:50
вот как добавить рабочие процессы.
00:00:52
Нажмите на три точки на левой панели.
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Выберите рабочие процессы в окне.
00:01:01
Нажмите на кнопку «Создать»
00:01:04
Или новый поток.
00:01:07
Вы получите доступ к списку рабочих процессов,
00:01:09
выберите интересующую вас категорию.
00:01:11
Рабочий процесс характеризуется действием, перечисленным здесь
00:01:14
и приложения, которые будут к нему подключены.
00:01:18
У вас также есть возможность создавать рабочие процессы специально для канала.
00:01:22
Нажмите на три точки рядом с названием канала,
00:01:25
затем нажмите «Рабочие процессы».
00:01:28
Выберите рабочий процесс из предоставленного списка,
00:01:30
или выполнив поиск в строке поиска или нажав на другие рабочие процессы.

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résultat(s)
00:00:02
Flujos de trabajo,
00:00:03
denominados conjuntamente flujos de trabajo,
00:00:06
permiten automatizar tareas o procesos repetitivos
00:00:09
que conectan una o más aplicaciones a Teams.
00:00:12
Esto puede resultar útil para ahorrar tiempo.
00:00:15
Dediquemos un momento a ver si los flujos de trabajo pueden serle útiles.
00:00:19
Cada vez que respondas que sí,
00:00:21
es posible aumentar la productividad con un flujo de trabajo.
00:00:24
¿Hay algo que hagas una y otra vez en Teams?
00:00:28
¿Cambias con frecuencia entre equipos y otras aplicaciones para realizar tareas?
00:00:33
¿Recibe notificaciones de aplicaciones por correo electrónico y
00:00:37
¿Prefieres recibirlas en Teams?
00:00:39
¿Haces regularmente las mismas preguntas a las personas?
00:00:42
ya sea en un canal,
00:00:43
una conversación privada,
00:00:45
o en una reunión?
00:00:47
Si la respuesta a alguna de estas preguntas es afirmativa,
00:00:50
aquí se explica cómo agregar flujos de trabajo.
00:00:52
Haz clic en los tres puntos del panel de la izquierda.
00:00:55
Seleccione los flujos de trabajo en la ventana.
00:01:01
Haga clic en crear
00:01:04
O un nuevo flujo.
00:01:07
Accederás a la lista de flujos de trabajo,
00:01:09
elige la categoría que te interese.
00:01:11
Un flujo de trabajo se caracteriza por una de las acciones que se enumeran aquí
00:01:14
y las aplicaciones que se conectarán a él.
00:01:18
También tiene la opción de crear flujos de trabajo específicos para un canal.
00:01:22
Haz clic en los tres puntos situados junto al nombre del canal,
00:01:25
a continuación, haga clic en flujos de trabajo.
00:01:28
Seleccione el flujo de trabajo de la lista proporcionada,
00:01:30
o bien buscando en la barra de búsqueda o haciendo clic en más flujos de trabajo.

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