Flow / Power Automate - Create an Instant Flow with Power Automate Video

Ready to streamline your workflow? Learn how to create an instant flow with Power Automate, allowing you to post messages in specific Teams channels and trigger actions when adding files. Follow the step-by-step guide to configure the flow template, define team and SharePoint site, generate messages, and verify functionality. Make your workflow 100% functional with Power Automate!

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Objectifs :

This guide aims to provide a step-by-step process for creating an instant flow that posts a team's message in a specific channel on Microsoft Teams, utilizing SharePoint for file management.

Chapitres :

  1. Introduction to Instant Flows
    Instant flows are automated workflows that can be triggered manually by users. This guide will demonstrate how to set up an instant flow that posts messages in a Microsoft Teams channel whenever a file is added to a SharePoint document library.
  2. Creating the Flow
    To begin creating your instant flow, follow these steps: 1. **Select a Flow Template**: Start by choosing a flow template that suits your needs. 2. **Choose the Button Category**: Search for the flow using relevant keywords. 3. **Select the Appropriate Flow**: Look for the flow that integrates SharePoint and Teams.
  3. Configuring the Flow
    Once you have selected the flow, you will be redirected to the flow construction space, which is prefilled with the template. Here’s how to configure it: 1. **Define the Team or SharePoint Site**: Specify the team or SharePoint site associated with the flow. 2. **Customize the Flow Trigger**: Add a customizable message and an additional date field to indicate when the file was added.
  4. Retrieving File Information
    The next step involves retrieving the file information to generate the message for the team. Follow these steps: 1. **Specify the Team and Library**: Indicate the team and the specific document library concerned. 2. **Define the Channel**: In the final step, specify the channel and team that will receive the message.
  5. Finalizing the Message
    The message that will be sent to the team will include: - A standard text - An HTML link pointing to the file - The file's name - A sentence followed by the date field added earlier After configuring these elements, save your flow.
  6. Testing the Flow
    To test your flow: 1. **Access the SharePoint Site**: Navigate to the SharePoint site corresponding to your team. 2. **Select a File**: Choose a file and click on the three small dots in the menu. 3. **Automate the Process**: Select 'Automate' and find your flow, which may require connector validation. 4. **Fill in Required Fields**: During the first use, fill in the message and date fields. 5. **Check the Generated Message**: After execution, verify the message in the team’s channel.
  7. Troubleshooting
    If the link appears as plain text, you will need to manually correct the HTML code. To do this: 1. **Return to Your Flow**: Go back to the flow settings. 2. **Switch to Code Editing Mode**: Use the icon at the top right to access code editing. 3. **Adjust the HTML Syntax**: Make the necessary adjustments to the HTML code. 4. **Test Again**: Run the flow once more and check the message in the team’s channel.
  8. Conclusion
    Your instant flow is now fully functional. By following these steps, you can automate the process of posting messages in Microsoft Teams whenever a file is added to SharePoint, enhancing team communication and efficiency.

FAQ :

What is an instant flow?

An instant flow is a type of automated workflow that can be manually triggered by a user or team member to perform specific tasks, such as sending messages in a team channel.

How do I create an instant flow in Teams?

To create an instant flow in Teams, select a flow template, choose the button category, and search for the flow using a keyword. Then, configure the steps by defining the associated team or SharePoint site, and customize the message and date fields.

What should I do if the HTML link appears as text in the message?

If the HTML link appears as text, you will need to manually correct the HTML code in the flow. Switch to code editing mode and adjust the HTML syntax before testing the flow again.

Can I automate posting messages in Teams from SharePoint?

Yes, you can automate posting messages in Teams from SharePoint by creating an instant flow that retrieves file information and sends a message to a specified channel.

What is the purpose of the date field in the flow?

The date field in the flow is used to indicate the file's addition date, which can be included in the message sent to the team channel.

Quelques cas d'usages :

Automating Team Notifications

A marketing team can use an instant flow to automatically notify team members in a specific Teams channel whenever a new marketing document is added to the SharePoint document library. This ensures that all team members are promptly informed about new resources.

Streamlining Project Updates

In a project management setting, an instant flow can be set up to post updates in a Teams channel whenever a project file is updated in SharePoint. This helps keep all stakeholders informed and engaged with the latest project developments.

Enhancing Collaboration

A development team can implement an instant flow to share code documentation updates in their Teams channel. By automating this process, the team can enhance collaboration and ensure that everyone has access to the latest information.

Improving File Management

An HR department can create an instant flow to notify team members when new employee handbooks are uploaded to SharePoint. This application improves file management and ensures that all employees have access to the most current documents.

Glossaire :

instant flow

A type of automated workflow that is triggered manually by a user or team member to perform specific tasks, such as posting messages in a team channel.

SharePoint

A web-based collaboration platform developed by Microsoft that integrates with Microsoft Office, allowing users to store, organize, share, and access information from any device.

Teams

Microsoft Teams is a collaboration platform that combines workplace chat, video meetings, file storage, and application integration, enabling teams to work together effectively.

flow template

A pre-designed workflow that can be customized to automate specific tasks within applications like SharePoint and Teams.

trigger

An event that initiates the execution of a flow, such as a manual action by a user or a specific condition being met.

HTML link

A hyperlink formatted in HTML that directs users to a specific web page or resource when clicked.

document library

A storage location in SharePoint where files and documents can be uploaded, organized, and shared among team members.

connector validation

The process of ensuring that the necessary permissions and connections are established for a flow to interact with other applications or services.

résultat(s)
00:00:05
flow to post a team's message in a specific channel.
00:00:08
When you add a file,
00:00:10
this flow will be manually triggered by you or a member of your team.
00:00:14
First select a flow template,
00:00:18
choose the button category and search for the flow using a keyword.
00:00:24
Select the flow that associates SharePoint and teams.
00:00:29
After validation,
00:00:30
you will be redirected to the flow construction space prefilled by the template.
00:00:36
You can configure the steps there starting by defining
00:00:39
the team or SharePoint site associated with it.
00:00:43
In
00:00:43
this example, it is the document library concerned by this flow
00:00:48
accompany the flow trigger with a customizable message and add
00:00:52
an additional date field to indicate the file's addition date.
00:00:56
The second step of the flow involves retrieving
00:00:58
the file information to generate the team's message.
00:01:00
Specify the team and the concerned library. Again.
00:01:06
In the final step, define the channel and the team that will receive the message.
00:01:11
This message will be prefilled with a standard text,
00:01:14
an html link pointing to the file and its name,
00:01:19
add a sentence followed by the date field added in the first step.
00:01:26
Save your flow. The test button is unnecessary for an immediate flow
00:01:32
to verify functionality.
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Go to the SharePoint site corresponding to your team's team.
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Select a file,
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click on the three small dots in the menu and choose automate,
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find your flow which will require connector validation. During the first use,
00:01:51
fill in the message and date fields.
00:01:54
Once executed, check the generated message in the team's channel.
00:01:58
If the link appears as text, you will need to manually correct the html code.
00:02:04
Return to your flow.
00:02:05
Switch to code editing mode with the icon at the top right and adjust the html syntax.
00:02:10
Test your flow again and check the team's message.
00:02:14
Your instant flow is now 100% functional.

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résultat(s)
00:00:02
Este guia irá mostrar-lhe como criar um instante
00:00:05
fluxo para postar a mensagem de uma equipa num canal específico.
00:00:08
Quando adiciona um ficheiro,
00:00:10
este fluxo será acionado manualmente por si ou por um membro da sua equipa.
00:00:14
Primeiro seleccione um modelo de fluxo,
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escolha a categoria do botão e pesquise o fluxo usando uma palavra-chave.
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Seleccione o fluxo que associa o SharePoint e as equipas.
00:00:29
Após validação,
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será redirecionado para o espaço de construção de fluxo pré-preenchido pelo modelo.
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Pode configurar as etapas aí começando por definir
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a equipa ou o site do SharePoint associado a ele.
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Em
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este exemplo, é a biblioteca de documentos preocupada com este fluxo
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acompanhar o gatilho de fluxo com uma mensagem personalizável e adicionar
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um campo de data adicional para indicar a data de adição do ficheiro.
00:00:56
A segunda etapa do fluxo envolve a recuperação
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as informações do ficheiro para gerar a mensagem da equipa.
00:01:00
Especificar a equipa e a biblioteca em causa. Mais uma vez.
00:01:06
Na etapa final, defina o canal e a equipa que irá receber a mensagem.
00:01:11
Esta mensagem será pré-preenchida com um texto padrão,
00:01:14
uma ligação html apontando para o ficheiro e o seu nome,
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adicionar uma frase seguida do campo de data adicionado no primeiro passo.
00:01:26
Salve o seu fluxo. O botão de teste é desnecessário para um fluxo imediato
00:01:32
para verificar a funcionalidade.
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Aceda ao site do SharePoint correspondente à equipa da sua equipa.
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Seleccione um ficheiro
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clique nos três pequenos pontos no menu e escolha automatizar,
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encontre o seu fluxo que exigirá a validação do conector. Durante a primeira utilização,
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preencha os campos de mensagem e data.
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Uma vez executado, verifique a mensagem gerada no canal da equipa.
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Se o link aparecer como texto, será necessário corrigir manualmente o código html.
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Regressa ao teu fluxo.
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Mude para o modo de edição de código com o ícone no canto superior direito e ajuste a sintaxe html.
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Teste o seu fluxo novamente e verifique a mensagem da equipa.
00:02:14
O seu fluxo instantâneo está agora 100% funcional.

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résultat(s)
00:00:02
Questa guida ti mostrerà come creare un istante
00:00:05
scorri per pubblicare il messaggio di un team in un canale specifico.
00:00:08
Quando aggiungi un file,
00:00:10
questo flusso verrà attivato manualmente da te o da un membro del tuo team.
00:00:14
Seleziona prima un modello di flusso,
00:00:18
scegli la categoria del pulsante e cerca il flusso utilizzando una parola chiave.
00:00:24
Seleziona il flusso che associa SharePoint e i team.
00:00:29
Dopo la convalida,
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verrai reindirizzato allo spazio di costruzione del flusso precompilato dal modello.
00:00:36
Puoi configurare i passaggi iniziando definendo
00:00:39
il team o il sito di SharePoint ad esso associato.
00:00:43
Nel
00:00:43
questo esempio, è la libreria di documenti interessata da questo flusso
00:00:48
accompagna il trigger del flusso con un messaggio personalizzabile e aggiungi
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un campo di data aggiuntivo per indicare la data di aggiunta del file.
00:00:56
La seconda fase del flusso prevede il recupero
00:00:58
le informazioni sul file per generare il messaggio del team.
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Specifica il team e la libreria interessata. Di nuovo.
00:01:06
Nella fase finale, definisci il canale e il team che riceverà il messaggio.
00:01:11
Questo messaggio sarà precompilato con un testo standard,
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un link html che rimanda al file e al suo nome,
00:01:19
aggiungi una frase seguita dal campo della data aggiunto nel primo passaggio.
00:01:26
Salva il flusso. Il pulsante di test non è necessario per un flusso immediato
00:01:32
per verificare la funzionalità.
00:01:34
Vai al sito di SharePoint corrispondente al team del tuo team.
00:01:38
Seleziona un file,
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fai clic sui tre piccoli punti nel menu e scegli automatizza,
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individua il flusso che richiederà la convalida del connettore. Durante il primo utilizzo,
00:01:51
compila i campi relativi al messaggio e alla data.
00:01:54
Una volta eseguito, controlla il messaggio generato nel canale del team.
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Se il link appare come testo, dovrai correggere manualmente il codice html.
00:02:04
Torna al tuo flusso.
00:02:05
Passa alla modalità di modifica del codice con l'icona in alto a destra e regola la sintassi html.
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Verifica nuovamente il flusso e controlla il messaggio del team.
00:02:14
Il tuo flusso istantaneo è ora funzionante al 100%.

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résultat(s)
00:00:02
В этом руководстве вы узнаете, как создать мгновенный
00:00:05
поток для публикации сообщения команды в определенном канале.
00:00:08
Когда вы добавляете файл,
00:00:10
этот процесс будет запущен вручную вами или членом вашей команды.
00:00:14
Сначала выберите шаблон потока,
00:00:18
выберите категорию кнопок и найдите поток по ключевому слову.
00:00:24
Выберите поток, связывающий SharePoint и команды.
00:00:29
После проверки
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вы будете перенаправлены в пространство для построения потока, предварительно заполненное шаблоном.
00:00:36
Здесь вы можете настроить шаги, начиная с определения
00:00:39
связанную с ней команду или сайт SharePoint.
00:00:43
В
00:00:43
В данном примере это библиотека документов, связанная с этим потоком
00:00:48
сопроводите триггер потока настраиваемым сообщением и добавьте
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дополнительное поле даты, указывающее дату добавления файла.
00:00:56
Второй этап процесса включает извлечение
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информация о файле для генерации сообщения команды.
00:01:00
Укажите команду и соответствующую библиотеку. Снова.
00:01:06
На последнем этапе определите канал и команду, которая получит сообщение.
00:01:11
Это сообщение будет предварительно заполнено стандартным текстом,
00:01:14
ссылка в формате html, указывающая на файл и его имя,
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добавьте предложение, а затем поле даты, добавленное на первом шаге.
00:01:26
Сохраните свой поток. Кнопка тестирования не нужна для мгновенного потока
00:01:32
для проверки функциональности.
00:01:34
Перейдите на сайт SharePoint, соответствующий команде вашей команды.
00:01:38
Выберите файл,
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нажмите на три маленькие точки в меню и выберите автоматизировать,
00:01:44
найдите свой поток, для которого потребуется проверка соединителя. Во время первого использования
00:01:51
заполните поля сообщения и даты.
00:01:54
После выполнения проверьте сгенерированное сообщение в канале команды.
00:01:58
Если ссылка отображается в виде текста, вам нужно будет вручную исправить html-код.
00:02:04
Вернитесь к своему потоку.
00:02:05
Переключитесь в режим редактирования кода с помощью значка в правом верхнем углу и настройте синтаксис html.
00:02:10
Еще раз протестируйте процесс и ознакомьтесь с сообщением команды.
00:02:14
Теперь ваш мгновенный поток работает на 100%.

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résultat(s)
00:00:02
Esta guía le mostrará cómo crear un instante
00:00:05
flujo para publicar el mensaje de un equipo en un canal específico.
00:00:08
Cuando añades un archivo,
00:00:10
este flujo lo activarás manualmente tú o un miembro de tu equipo.
00:00:14
Primero selecciona una plantilla de flujo,
00:00:18
elija la categoría del botón y busque el flujo con una palabra clave.
00:00:24
Seleccione el flujo que asocia SharePoint con los equipos.
00:00:29
Tras la validación,
00:00:30
se le redirigirá al espacio de construcción del flujo rellenado previamente por la plantilla.
00:00:36
Allí puede configurar los pasos empezando por definir
00:00:39
el equipo o el sitio de SharePoint asociado a él.
00:00:43
En
00:00:43
en este ejemplo, es la biblioteca de documentos afectada por este flujo
00:00:48
acompañe el activador de flujo con un mensaje personalizable y añada
00:00:52
un campo de fecha adicional para indicar la fecha de adición del archivo.
00:00:56
El segundo paso del flujo consiste en recuperar
00:00:58
la información del archivo para generar el mensaje del equipo.
00:01:00
Especifique el equipo y la biblioteca en cuestión. De nuevo.
00:01:06
En el último paso, defina el canal y el equipo que recibirá el mensaje.
00:01:11
Este mensaje se rellenará previamente con un texto estándar,
00:01:14
un enlace html que apunta al archivo y a su nombre,
00:01:19
añada una frase seguida del campo de fecha añadido en el primer paso.
00:01:26
Guarda tu flujo. El botón de prueba no es necesario para un flujo inmediato
00:01:32
para verificar la funcionalidad.
00:01:34
Vaya al sitio de SharePoint correspondiente al equipo de su equipo.
00:01:38
Seleccione un archivo,
00:01:40
haga clic en los tres puntos pequeños del menú y elija automatizar,
00:01:44
encuentre su flujo, que requerirá la validación del conector. Durante el primer uso,
00:01:51
rellena los campos de mensaje y fecha.
00:01:54
Una vez ejecutado, comprueba el mensaje generado en el canal del equipo.
00:01:58
Si el enlace aparece como texto, tendrás que corregir manualmente el código HTML.
00:02:04
Regresa a tu flujo.
00:02:05
Cambia al modo de edición de código con el icono de la esquina superior derecha y ajusta la sintaxis HTML.
00:02:10
Vuelve a probar tu flujo y comprueba el mensaje del equipo.
00:02:14
Tu flujo instantáneo ahora es 100% funcional.

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