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!
- 02:18
- 390 views
-
OneDrive - What is OneDrive ?
- 01:14
- Viewed 2161 times
-
Outlook - Create and modify a group
- 2:19
- Viewed 4822 times
-
OneDrive - Edit, Delete a Share
- 02:16
- Viewed 1318 times
-
Power BI - Introduction to Power Bi
- 1:29
- Viewed 6726 times
-
Teams Premium - Activate the features of Teams Premium
- 3:48
- Viewed 14226 times
-
Teams Premium - Optimize Teams Premium settings in Administration
- 1:27
- Viewed 2926 times
-
Viva Engage - The role of an administrator
- 2:22
- Viewed 5113 times
-
Create automatic reminders
- 4:10
- Viewed 8125 times
-
Introducing PowerAutomate
- 1:53
- Viewed 3823 times
-
Save Automatically an attachment
- 4:32
- Viewed 3342 times
-
Automate Teams notifications
- 3:32
- Viewed 3317 times
-
Create a Scheduled Flow with Power Automate
- 01:29
- Viewed 715 times
-
SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
- 04:43
- Viewed 467 times
-
Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 430 times
-
Create an Approval Flow with Power Automate
- 03:10
- Viewed 404 times
-
Understand the Steps to Create a Power Automate Flow
- 01:51
- Viewed 403 times
-
Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
- 03:34
- Viewed 400 times
-
Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 374 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 371 times
-
Access Power Automate for the Web
- 01:25
- Viewed 355 times
-
Create a Simple Flow with AI Copilot
- 04:31
- Viewed 346 times
-
Create a Flow Based on a Template with Power Automate
- 03:20
- Viewed 320 times
-
Understand the Benefits of Power Automate
- 01:30
- Viewed 293 times
-
Excel: Link Excel Scripts and Power Automate Flows
- 03:22
- Viewed 281 times
-
Add Conditional “Switch” Actions in Power Automate
- 03:58
- Viewed 271 times
-
Excel: List Files from a Channel in an Excel Workbook with Power Automate
- 04:51
- Viewed 261 times
-
Understand the Specifics and Requirements of Desktop Flows
- 02:44
- Viewed 248 times
-
The Power Automate Mobile App
- 01:39
- Viewed 247 times
-
Understand the Concept of Variables and Loops in Power Automate
- 03:55
- Viewed 240 times
-
Manipulate Dynamic Content with Power FX
- 03:59
- Viewed 237 times
-
SharePoint: Automate File Movement to an Archive Library
- 05:20
- Viewed 235 times
-
Share Power Automate Flows
- 02:20
- Viewed 233 times
-
Familiarize Yourself with the Different Types of Flows
- 01:37
- Viewed 230 times
-
Discover the Power Automate Home Interface
- 02:51
- Viewed 225 times
-
Discover the “Build Space”
- 02:26
- Viewed 224 times
-
Leverage Variables with Power FX in Power Automate
- 03:28
- Viewed 217 times
-
Add Conditional “IF” Actions in Power Automate
- 03:06
- Viewed 208 times
-
Create automatic reminders
- 4:10
- Viewed 8125 times
-
Answering a scheduling poll
- 1:14
- Viewed 7069 times
-
Create a scheduling poll
- 4:12
- Viewed 5291 times
-
Discovering the interface
- 4:51
- Viewed 5182 times
-
Creating compartments to organise tasks
- 6:45
- Viewed 4643 times
-
Enrich tasks content
- 5:48
- Viewed 4412 times
-
Creating the project tasks
- 5:18
- Viewed 4368 times
-
Use the scheduling poll dashboard
- 2:42
- Viewed 4295 times
-
Deleting a task, a compartment or a plan
- 3:25
- Viewed 4239 times
-
Creating a project
- 3:49
- Viewed 4191 times
-
Advanced tasks
- 3:18
- Viewed 3777 times
-
Manage the most important tasks
- 1:38
- Viewed 3743 times
-
Planner Tasks in To Do
- 1:52
- Viewed 3717 times
-
Planner and transverse applications
- 4:43
- Viewed 3705 times
-
Add dates and deadlines to your tasks
- 1:12
- Viewed 3641 times
-
Organize your daily tasks
- 1:56
- Viewed 3581 times
-
Save, publish, and share
- 2:22
- Viewed 3543 times
-
Outlook tasks in To Do
- 2:51
- Viewed 3534 times
-
Create a new task in To Do
- 2:21
- Viewed 3484 times
-
Manage Your Working Time in MyAnalytics
- 0:34
- Viewed 3477 times
-
Intro to Microsoft To Do Interface
- 2:41
- Viewed 3411 times
-
Schedule sending emails in Outlook
- 0:54
- Viewed 3388 times
-
Setting delegates
- 0:34
- Viewed 3383 times
-
Create and share to-do lists with others
- 2:34
- Viewed 3381 times
-
Save Automatically an attachment
- 4:32
- Viewed 3342 times
-
What is Microsoft To Do?
- 0:45
- Viewed 3334 times
-
Automate Teams notifications
- 3:32
- Viewed 3317 times
-
Customising the interface
- 3:10
- Viewed 3295 times
-
Temporarily turn off notifications
- 0:23
- Viewed 3289 times
-
Manage permissions
- 1:10
- Viewed 3288 times
-
Displaying the progress of your plan
- 4:17
- Viewed 3248 times
-
Manage your availabilities
- 1:42
- Viewed 3230 times
-
Fill in your work schedules in Outlook
- 1:29
- Viewed 3210 times
-
Clutter
- 1:31
- Viewed 3162 times
-
Create and share lists with others
- 2:50
- Viewed 3043 times
-
Extensions
- 1:31
- Viewed 2996 times
-
Save, publish, and share
- 2:24
- Viewed 2980 times
-
Manage Requests of Holidays and Leaves of Absences
- 0:58
- Viewed 2976 times
-
Understanding the new interface
- 1:30
- Viewed 2975 times
-
Intro to Microsoft To Do on Mobile
- 2:06
- Viewed 2971 times
-
Publish your Booking page
- 2:54
- Viewed 2929 times
-
Remove a member from a group
- 0:29
- Viewed 2921 times
-
Check your day planning
- 0:30
- Viewed 2912 times
-
Shift and its imbrication with Teams
- 1:03
- Viewed 2812 times
-
Create a meeting in the group calendar
- 1:12
- Viewed 2770 times
-
The mobile App with Teams
- 0:48
- Viewed 2718 times
-
Redefine privacy for highly secure meetings
- 2:37
- Viewed 2672 times
-
Rank your custom lists into groups
- 0:56
- Viewed 2664 times
-
Immersive Reader
- 2:51
- Viewed 2611 times
-
The Outlook tasks in To Do
- 2:47
- Viewed 2601 times
-
Add dates and deadlines to your tasks
- 1:17
- Viewed 2601 times
-
Quickly find your files
- 2:07
- Viewed 2595 times
-
Pin your important files
- 0:34
- Viewed 2505 times
-
Install Office on your smartphone
- 1:02
- Viewed 2381 times
-
Progressive Web Apps
- 3:11
- Viewed 2371 times
-
Organize your daily tasks
- 2:19
- Viewed 2358 times
-
Manage the most important tasks
- 1:28
- Viewed 2355 times
-
Take ownership of the taskbar
- 2:10
- Viewed 2298 times
-
Create video chapters
- 0:52
- Viewed 2287 times
-
Virtual Appointments
- 1:44
- Viewed 2242 times
-
Overall view of your licences and subscription
- 0:46
- Viewed 2205 times
-
Planner Tasks in To Do
- 1:49
- Viewed 2194 times
-
Create a new task in To Do
- 2:21
- Viewed 2175 times
-
Rank your custom lists into groups
- 0:51
- Viewed 2145 times
-
Break up lengthy surveys and quizzes into sections
- 2:24
- Viewed 2126 times
-
Preparing for time away from the office
- 1:24
- Viewed 2089 times
-
View events
- 2:21
- Viewed 1504 times
-
Edit, Delete a Share
- 02:16
- Viewed 1318 times
-
Use Connectors to Receive Notifications
- 0:48
- Viewed 922 times
-
Use the filter pane in a library
- 2:00
- Viewed 896 times
-
Manage Storage Spaces on Teams
- 2:05
- Viewed 872 times
-
Pin a document to the top of a document library
- 1:32
- Viewed 869 times
-
Centralize Important Events in a Single Channel Calendar
- 0:42
- Viewed 851 times
-
Filter Your Document Display
- 1:10
- Viewed 824 times
-
Create a Scheduled Flow with Power Automate
- 01:29
- Viewed 715 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 573 times
-
Use Document History or Restore a Document to a Previous Version
- 02:11
- Viewed 509 times
-
SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
- 04:43
- Viewed 467 times
-
Use Documents in a Synchronized Library Folder
- 01:32
- Viewed 456 times
-
Use Recycle Bins to Restore Documents
- 01:49
- Viewed 436 times
-
Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 430 times
-
Edit or delete an appointment, meeting or event
- 01:50
- Viewed 426 times
-
Manage Storage Space
- 02:08
- Viewed 422 times
-
Grant delegate access in Microsoft 365 administration
- 01:23
- Viewed 417 times
-
Create an Approval Flow with Power Automate
- 03:10
- Viewed 404 times
-
Discover the Meaning of OneDrive Icons
- 02:16
- Viewed 403 times
-
Understand the Steps to Create a Power Automate Flow
- 01:51
- Viewed 403 times
-
Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
- 03:34
- Viewed 400 times
-
Sync OneDrive with a Computer
- 02:38
- Viewed 399 times
-
Power and Manage OneDrive
- 01:36
- Viewed 378 times
-
Synchronize Your Teams and SharePoint Files on Your Computer
- 01:29
- Viewed 374 times
-
Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 374 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 371 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 364 times
-
Access Power Automate for the Web
- 01:25
- Viewed 355 times
-
Set Your Work Hours in Outlook
- 02:02
- Viewed 347 times
-
Use the Meeting Dashboard
- 02:48
- Viewed 347 times
-
Create a Simple Flow with AI Copilot
- 04:31
- Viewed 346 times
-
Manage new message notifications
- 01:40
- Viewed 341 times
-
Create different types of events
- 01:46
- Viewed 332 times
-
Create an appointment or meeting
- 01:44
- Viewed 331 times
-
Presentation and introduction to the calendar
- 01:35
- Viewed 329 times
-
Create a Meeting Poll
- 02:48
- Viewed 320 times
-
Create a Flow Based on a Template with Power Automate
- 03:20
- Viewed 320 times
-
Create a task or reminder
- 01:50
- Viewed 309 times
-
Create a task from a message
- 02:00
- Viewed 303 times
-
Recall or replace an e-mail message
- 01:45
- Viewed 302 times
-
Change the default font of your emails
- 01:05
- Viewed 298 times
-
Create an Email Template
- 01:40
- Viewed 293 times
-
Understand the Benefits of Power Automate
- 01:30
- Viewed 293 times
-
Manage Views
- 02:36
- Viewed 290 times
-
Send Automatic Out-of-Office Replies
- 02:22
- Viewed 289 times
-
Excel: Link Excel Scripts and Power Automate Flows
- 03:22
- Viewed 281 times
-
Use the Scheduling Assistant
- 01:42
- Viewed 280 times
-
Add Conditional “Switch” Actions in Power Automate
- 03:58
- Viewed 271 times
-
Use a Shared Mailbox
- 01:18
- Viewed 267 times
-
Calendar Delegation Setup
- 01:21
- Viewed 264 times
-
Automate Routine Actions
- 02:19
- Viewed 262 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 261 times
-
Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 261 times
-
Excel: List Files from a Channel in an Excel Workbook with Power Automate
- 04:51
- Viewed 261 times
-
View Other Calendars
- 00:50
- Viewed 256 times
-
Use Categories
- 02:51
- Viewed 254 times
-
Clean Up Your Inbox
- 01:18
- Viewed 249 times
-
Understand the Specifics and Requirements of Desktop Flows
- 02:44
- Viewed 248 times
-
The Power Automate Mobile App
- 01:39
- Viewed 247 times
-
Use Conversation View
- 01:47
- Viewed 246 times
-
Delay Email Delivery
- 01:10
- Viewed 245 times
-
Streamline Note-Taking with OneNote and Outlook
- 01:03
- Viewed 244 times
-
Understand the Concept of Variables and Loops in Power Automate
- 03:55
- Viewed 240 times
-
Manipulate Dynamic Content with Power FX
- 03:59
- Viewed 237 times
-
SharePoint: Automate File Movement to an Archive Library
- 05:20
- Viewed 235 times
-
Respond to invitations as a delegate
- 02:55
- Viewed 234 times
-
Share Power Automate Flows
- 02:20
- Viewed 233 times
-
Familiarize Yourself with the Different Types of Flows
- 01:37
- Viewed 230 times
-
Display Three Time Zones
- 01:52
- Viewed 226 times
-
Respect Your Colleagues' Off Hours (Viva Insights)
- 01:27
- Viewed 225 times
-
Discover the Power Automate Home Interface
- 02:51
- Viewed 225 times
-
Easily Sort Your Mails
- 01:38
- Viewed 224 times
-
Discover the “Build Space”
- 02:26
- Viewed 224 times
-
Leverage Variables with Power FX in Power Automate
- 03:28
- Viewed 217 times
-
Add Conditional “IF” Actions in Power Automate
- 03:06
- Viewed 208 times
-
Introduction to PowerBI
- 00:60
- Viewed 222 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 215 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 222 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 234 times
-
Introduction to Planner
- 00:56
- Viewed 221 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 226 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 224 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 323 times
-
Introduction to Sway
- 01:53
- Viewed 263 times
-
Introducing to Word
- 01:00
- Viewed 218 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 203 times
-
Create a call group
- 01:15
- Viewed 302 times
-
Use call delegation
- 01:07
- Viewed 178 times
-
Assign a delegate for your calls
- 01:08
- Viewed 301 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 181 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 171 times
-
Manage advanced call notifications
- 01:29
- Viewed 186 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 254 times
-
Block unwanted calls
- 01:24
- Viewed 209 times
-
Disable all call forwarding
- 01:09
- Viewed 190 times
-
Manage a call group in Teams
- 02:01
- Viewed 202 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 182 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 179 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 199 times
-
Manage voicemail messages
- 01:55
- Viewed 276 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 306 times
-
Customize your voicemail greeting
- 02:17
- Viewed 177 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 185 times
-
Manage simultaneous calls
- 01:52
- Viewed 185 times
-
Support third-party apps during calls
- 01:53
- Viewed 229 times
-
Add participants quickly and securely
- 01:37
- Viewed 191 times
-
Configure call privacy and security settings
- 02:51
- Viewed 186 times
-
Manage calls on hold
- 01:20
- Viewed 179 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 175 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 184 times
-
Action Function
- 04:18
- Viewed 181 times
-
Search Function
- 03:42
- Viewed 234 times
-
Date and Time Function
- 02:53
- Viewed 225 times
-
Logical Function
- 03:14
- Viewed 345 times
-
Text Function
- 03:25
- Viewed 242 times
-
Basic Function
- 02:35
- Viewed 206 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 243 times
-
Introduction to Power Fx
- 01:09
- Viewed 233 times
-
The New Calendar
- 03:14
- Viewed 376 times
-
Sections
- 02:34
- Viewed 216 times
-
Customizing Views
- 03:25
- Viewed 209 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 412 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 243 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 185 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 227 times
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 :
-
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. -
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. -
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. -
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. -
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. -
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. -
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. -
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.