Flow / Power Automate - Create an Instant Flow with Power Automate Tutorial
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
- 376 views
-
OneDrive - What is OneDrive ?
- 01:14
- Viewed 1797 times
-
Copilot - Use Copilot with Right-Click
- 01:45
- Viewed 1089 times
-
Outlook - Create and modify a group
- 2:19
- Viewed 4595 times
-
OneDrive - Edit, Delete a Share
- 02:16
- Viewed 1192 times
-
Power BI - Introduction to Power Bi
- 1:29
- Viewed 6537 times
-
Teams Premium - Activate the features of Teams Premium
- 3:48
- Viewed 13954 times
-
Teams Premium - Optimize Teams Premium settings in Administration
- 1:27
- Viewed 2718 times
-
Viva Engage - The role of an administrator
- 2:22
- Viewed 4987 times
-
Create automatic reminders
- 4:10
- Viewed 8052 times
-
Introducing PowerAutomate
- 1:53
- Viewed 3778 times
-
Save Automatically an attachment
- 4:32
- Viewed 3318 times
-
Automate Teams notifications
- 3:32
- Viewed 3290 times
-
Create a Scheduled Flow with Power Automate
- 01:29
- Viewed 652 times
-
SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
- 04:43
- Viewed 444 times
-
Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 417 times
-
Create an Approval Flow with Power Automate
- 03:10
- Viewed 395 times
-
Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
- 03:34
- Viewed 385 times
-
Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 364 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 361 times
-
Understand the Steps to Create a Power Automate Flow
- 01:51
- Viewed 357 times
-
Access Power Automate for the Web
- 01:25
- Viewed 341 times
-
Create a Simple Flow with AI Copilot
- 04:31
- Viewed 336 times
-
Create a Flow Based on a Template with Power Automate
- 03:20
- Viewed 309 times
-
Understand the Benefits of Power Automate
- 01:30
- Viewed 281 times
-
Excel: Link Excel Scripts and Power Automate Flows
- 03:22
- Viewed 260 times
-
Add Conditional “Switch” Actions in Power Automate
- 03:58
- Viewed 259 times
-
Excel: List Files from a Channel in an Excel Workbook with Power Automate
- 04:51
- Viewed 250 times
-
The Power Automate Mobile App
- 01:39
- Viewed 235 times
-
Understand the Concept of Variables and Loops in Power Automate
- 03:55
- Viewed 232 times
-
Understand the Specifics and Requirements of Desktop Flows
- 02:44
- Viewed 231 times
-
Manipulate Dynamic Content with Power FX
- 03:59
- Viewed 229 times
-
SharePoint: Automate File Movement to an Archive Library
- 05:20
- Viewed 225 times
-
Share Power Automate Flows
- 02:20
- Viewed 219 times
-
Discover the Power Automate Home Interface
- 02:51
- Viewed 217 times
-
Familiarize Yourself with the Different Types of Flows
- 01:37
- Viewed 217 times
-
Discover the “Build Space”
- 02:26
- Viewed 215 times
-
Leverage Variables with Power FX in Power Automate
- 03:28
- Viewed 208 times
-
Add Conditional “IF” Actions in Power Automate
- 03:06
- Viewed 198 times
-
Create automatic reminders
- 4:10
- Viewed 8052 times
-
Answering a scheduling poll
- 1:14
- Viewed 7031 times
-
Create a scheduling poll
- 4:12
- Viewed 5204 times
-
Discovering the interface
- 4:51
- Viewed 5161 times
-
Creating compartments to organise tasks
- 6:45
- Viewed 4615 times
-
Enrich tasks content
- 5:48
- Viewed 4400 times
-
Creating the project tasks
- 5:18
- Viewed 4320 times
-
Use the scheduling poll dashboard
- 2:42
- Viewed 4265 times
-
Deleting a task, a compartment or a plan
- 3:25
- Viewed 4185 times
-
Creating a project
- 3:49
- Viewed 4111 times
-
Advanced tasks
- 3:18
- Viewed 3760 times
-
Manage the most important tasks
- 1:38
- Viewed 3731 times
-
Planner Tasks in To Do
- 1:52
- Viewed 3702 times
-
Planner and transverse applications
- 4:43
- Viewed 3690 times
-
Add dates and deadlines to your tasks
- 1:12
- Viewed 3576 times
-
Save, publish, and share
- 2:22
- Viewed 3533 times
-
Organize your daily tasks
- 1:56
- Viewed 3514 times
-
Outlook tasks in To Do
- 2:51
- Viewed 3503 times
-
Manage Your Working Time in MyAnalytics
- 0:34
- Viewed 3450 times
-
Create a new task in To Do
- 2:21
- Viewed 3445 times
-
Intro to Microsoft To Do Interface
- 2:41
- Viewed 3383 times
-
Schedule sending emails in Outlook
- 0:54
- Viewed 3360 times
-
Create and share to-do lists with others
- 2:34
- Viewed 3349 times
-
Save Automatically an attachment
- 4:32
- Viewed 3318 times
-
Setting delegates
- 0:34
- Viewed 3318 times
-
What is Microsoft To Do?
- 0:45
- Viewed 3302 times
-
Automate Teams notifications
- 3:32
- Viewed 3290 times
-
Customising the interface
- 3:10
- Viewed 3279 times
-
Manage permissions
- 1:10
- Viewed 3268 times
-
Temporarily turn off notifications
- 0:23
- Viewed 3255 times
-
Displaying the progress of your plan
- 4:17
- Viewed 3219 times
-
Manage your availabilities
- 1:42
- Viewed 3200 times
-
Fill in your work schedules in Outlook
- 1:29
- Viewed 3197 times
-
Clutter
- 1:31
- Viewed 3148 times
-
Create and share lists with others
- 2:50
- Viewed 3004 times
-
Extensions
- 1:31
- Viewed 2974 times
-
Manage Requests of Holidays and Leaves of Absences
- 0:58
- Viewed 2967 times
-
Save, publish, and share
- 2:24
- Viewed 2963 times
-
Intro to Microsoft To Do on Mobile
- 2:06
- Viewed 2957 times
-
Understanding the new interface
- 1:30
- Viewed 2955 times
-
Remove a member from a group
- 0:29
- Viewed 2882 times
-
Publish your Booking page
- 2:54
- Viewed 2880 times
-
Check your day planning
- 0:30
- Viewed 2872 times
-
Shift and its imbrication with Teams
- 1:03
- Viewed 2799 times
-
The mobile App with Teams
- 0:48
- Viewed 2700 times
-
Create a meeting in the group calendar
- 1:12
- Viewed 2685 times
-
Rank your custom lists into groups
- 0:56
- Viewed 2651 times
-
Redefine privacy for highly secure meetings
- 2:37
- Viewed 2623 times
-
Immersive Reader
- 2:51
- Viewed 2601 times
-
The Outlook tasks in To Do
- 2:47
- Viewed 2580 times
-
Quickly find your files
- 2:07
- Viewed 2577 times
-
Add dates and deadlines to your tasks
- 1:17
- Viewed 2567 times
-
Pin your important files
- 0:34
- Viewed 2486 times
-
Install Office on your smartphone
- 1:02
- Viewed 2360 times
-
Progressive Web Apps
- 3:11
- Viewed 2356 times
-
Manage the most important tasks
- 1:28
- Viewed 2346 times
-
Organize your daily tasks
- 2:19
- Viewed 2300 times
-
Take ownership of the taskbar
- 2:10
- Viewed 2285 times
-
Create video chapters
- 0:52
- Viewed 2264 times
-
Virtual Appointments
- 1:44
- Viewed 2226 times
-
Overall view of your licences and subscription
- 0:46
- Viewed 2193 times
-
Planner Tasks in To Do
- 1:49
- Viewed 2183 times
-
Create a new task in To Do
- 2:21
- Viewed 2165 times
-
Rank your custom lists into groups
- 0:51
- Viewed 2135 times
-
Break up lengthy surveys and quizzes into sections
- 2:24
- Viewed 2109 times
-
Preparing for time away from the office
- 1:24
- Viewed 2072 times
-
Harnessing Advanced Options in Your Loop
- 02:14
- Viewed 1591 times
-
Create a Task List or Plan with Copilot
- 1:49
- Viewed 1586 times
-
View events
- 2:21
- Viewed 1495 times
-
Leveraging OneDrive Logic in Your Loop
- 01:01
- Viewed 1405 times
-
Creating your new workspace
- 01:24
- Viewed 1316 times
-
How to Work with the Microsoft Loop Interface?
- 02:36
- Viewed 1255 times
-
Exchange and Communicate Using Discussions in Loop
- 01:14
- Viewed 1251 times
-
Edit, Delete a Share
- 02:16
- Viewed 1192 times
-
What is Microsoft Loop ?
- 2:09
- Viewed 1086 times
-
Generate and Organize Ideas with Copilot
- 2:06
- Viewed 977 times
-
Enhance your pages using the "/" Command
- 03:24
- Viewed 941 times
-
Search and tag people with “@”
- 02:15
- Viewed 925 times
-
Use Connectors to Receive Notifications
- 0:48
- Viewed 909 times
-
Use the filter pane in a library
- 2:00
- Viewed 884 times
-
Pin a document to the top of a document library
- 1:32
- Viewed 855 times
-
Manage Storage Spaces on Teams
- 2:05
- Viewed 853 times
-
Centralize Important Events in a Single Channel Calendar
- 0:42
- Viewed 839 times
-
Filter Your Document Display
- 1:10
- Viewed 814 times
-
Transforming Your Section into a Component and Collaborating
- 02:34
- Viewed 671 times
-
Create a Scheduled Flow with Power Automate
- 01:29
- Viewed 652 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 558 times
-
Use Document History or Restore a Document to a Previous Version
- 02:11
- Viewed 494 times
-
SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
- 04:43
- Viewed 444 times
-
Use Documents in a Synchronized Library Folder
- 01:32
- Viewed 441 times
-
Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 417 times
-
Use Recycle Bins to Restore Documents
- 01:49
- Viewed 416 times
-
Edit or delete an appointment, meeting or event
- 01:50
- Viewed 416 times
-
Manage Storage Space
- 02:08
- Viewed 399 times
-
Create an Approval Flow with Power Automate
- 03:10
- Viewed 395 times
-
Discover the Meaning of OneDrive Icons
- 02:16
- Viewed 392 times
-
Sync OneDrive with a Computer
- 02:38
- Viewed 387 times
-
Grant delegate access in Microsoft 365 administration
- 01:23
- Viewed 385 times
-
Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
- 03:34
- Viewed 385 times
-
Send invitations or reminders with Copilot
- 00:53
- Viewed 384 times
-
Power and Manage OneDrive
- 01:36
- Viewed 369 times
-
Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 364 times
-
Synchronize Your Teams and SharePoint Files on Your Computer
- 01:29
- Viewed 361 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 361 times
-
Understand the Steps to Create a Power Automate Flow
- 01:51
- Viewed 357 times
-
Access Power Automate for the Web
- 01:25
- Viewed 341 times
-
Set Your Work Hours in Outlook
- 02:02
- Viewed 340 times
-
Use the Meeting Dashboard
- 02:48
- Viewed 337 times
-
Create a Simple Flow with AI Copilot
- 04:31
- Viewed 336 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 333 times
-
Create different types of events
- 01:46
- Viewed 317 times
-
Create an appointment or meeting
- 01:44
- Viewed 315 times
-
Manage new message notifications
- 01:40
- Viewed 313 times
-
Presentation and introduction to the calendar
- 01:35
- Viewed 312 times
-
Create a Meeting Poll
- 02:48
- Viewed 310 times
-
Create a Flow Based on a Template with Power Automate
- 03:20
- Viewed 309 times
-
Create a task or reminder
- 01:50
- Viewed 297 times
-
Create a task from a message
- 02:00
- Viewed 293 times
-
Change the default font of your emails
- 01:05
- Viewed 284 times
-
Create an Email Template
- 01:40
- Viewed 283 times
-
Understand the Benefits of Power Automate
- 01:30
- Viewed 281 times
-
Manage Views
- 02:36
- Viewed 279 times
-
Send Automatic Out-of-Office Replies
- 02:22
- Viewed 274 times
-
Recall or replace an e-mail message
- 01:45
- Viewed 271 times
-
Use the Scheduling Assistant
- 01:42
- Viewed 260 times
-
Organizing OneNote with Copilot
- 00:46
- Viewed 260 times
-
Excel: Link Excel Scripts and Power Automate Flows
- 03:22
- Viewed 260 times
-
Add Conditional “Switch” Actions in Power Automate
- 03:58
- Viewed 259 times
-
Use a Shared Mailbox
- 01:18
- Viewed 253 times
-
Automate Routine Actions
- 02:19
- Viewed 252 times
-
Excel: List Files from a Channel in an Excel Workbook with Power Automate
- 04:51
- Viewed 250 times
-
Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 247 times
-
Use Categories
- 02:51
- Viewed 246 times
-
View Other Calendars
- 00:50
- Viewed 246 times
-
Clean Up Your Inbox
- 01:18
- Viewed 240 times
-
Calendar Delegation Setup
- 01:21
- Viewed 239 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 238 times
-
The Power Automate Mobile App
- 01:39
- Viewed 235 times
-
Delay Email Delivery
- 01:10
- Viewed 233 times
-
Understand the Concept of Variables and Loops in Power Automate
- 03:55
- Viewed 232 times
-
Use Conversation View
- 01:47
- Viewed 231 times
-
Understand the Specifics and Requirements of Desktop Flows
- 02:44
- Viewed 231 times
-
Manipulate Dynamic Content with Power FX
- 03:59
- Viewed 229 times
-
SharePoint: Automate File Movement to an Archive Library
- 05:20
- Viewed 225 times
-
Streamline Note-Taking with OneNote and Outlook
- 01:03
- Viewed 224 times
-
Share Power Automate Flows
- 02:20
- Viewed 219 times
-
Display Three Time Zones
- 01:52
- Viewed 217 times
-
Respond to invitations as a delegate
- 02:55
- Viewed 217 times
-
Discover the Power Automate Home Interface
- 02:51
- Viewed 217 times
-
Familiarize Yourself with the Different Types of Flows
- 01:37
- Viewed 217 times
-
Discover the “Build Space”
- 02:26
- Viewed 215 times
-
Easily Sort Your Mails
- 01:38
- Viewed 214 times
-
Respect Your Colleagues' Off Hours (Viva Insights)
- 01:27
- Viewed 211 times
-
Leverage Variables with Power FX in Power Automate
- 03:28
- Viewed 208 times
-
Add Conditional “IF” Actions in Power Automate
- 03:06
- Viewed 198 times
-
Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 81 times
-
Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 88 times
-
Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 100 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 111 times
-
Copilot at the service of project reports
- 02:36
- Viewed 101 times
-
Initiate a tracking table with ChatGPT
- 01:35
- Viewed 94 times
-
Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 153 times
-
Generate a meeting summary with ChatGPT
- 01:24
- Viewed 100 times
-
Project mode
- 01:31
- Viewed 100 times
-
Create an agent for a team
- 01:53
- Viewed 154 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 154 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 88 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 159 times
-
Copilot Studio agent settings
- 01:33
- Viewed 80 times
-
Add new actions
- 01:54
- Viewed 149 times
-
Create a first action
- 01:59
- Viewed 147 times
-
Manage topics
- 01:51
- Viewed 108 times
-
Manage knowledge sources
- 01:11
- Viewed 80 times
-
Create an agent with Copilot Studio
- 01:52
- Viewed 146 times
-
Access Copilot Studio
- 01:09
- Viewed 144 times
-
Get started with Copilot Studio
- 01:25
- Viewed 81 times
-
Introduction to PowerBI
- 00:60
- Viewed 203 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 195 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 201 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 203 times
-
Introduction to Planner
- 00:56
- Viewed 207 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 202 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 203 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 290 times
-
Introduction to Sway
- 01:53
- Viewed 181 times
-
Introducing to Word
- 01:00
- Viewed 201 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 181 times
-
Create a call group
- 01:15
- Viewed 260 times
-
Use call delegation
- 01:07
- Viewed 163 times
-
Assign a delegate for your calls
- 01:08
- Viewed 265 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 166 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 157 times
-
Manage advanced call notifications
- 01:29
- Viewed 173 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 216 times
-
Block unwanted calls
- 01:24
- Viewed 183 times
-
Disable all call forwarding
- 01:09
- Viewed 173 times
-
Manage a call group in Teams
- 02:01
- Viewed 164 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 162 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 159 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 181 times
-
Manage voicemail messages
- 01:55
- Viewed 241 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 273 times
-
Customize your voicemail greeting
- 02:17
- Viewed 157 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 155 times
-
Manage simultaneous calls
- 01:52
- Viewed 163 times
-
Support third-party apps during calls
- 01:53
- Viewed 209 times
-
Add participants quickly and securely
- 01:37
- Viewed 174 times
-
Configure call privacy and security settings
- 02:51
- Viewed 169 times
-
Manage calls on hold
- 01:20
- Viewed 167 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 158 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 169 times
-
Draft a Service Memo
- 02:33
- Viewed 220 times
-
Extract Invoice Data and Generate a Pivot Table
- 03:26
- Viewed 205 times
-
Formulate a Request for Pricing Conditions via Email
- 02:32
- Viewed 304 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 273 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 106 times
-
Other Coaches
- 01:45
- Viewed 214 times
-
Agents in SharePoint
- 02:44
- Viewed 176 times
-
Prompt coach
- 02:49
- Viewed 201 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 192 times
-
Configure a Copilot Agent
- 02:39
- Viewed 184 times
-
Describe a copilot agent
- 01:32
- Viewed 209 times
-
Rewrite with Copilot
- 01:21
- Viewed 183 times
-
Analyze a video
- 01:21
- Viewed 209 times
-
Use the Copilot pane
- 01:12
- Viewed 199 times
-
Process text
- 01:03
- Viewed 189 times
-
Create an insights grid
- 01:19
- Viewed 318 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 197 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 220 times
-
Create an image with Copilot
- 00:42
- Viewed 329 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 213 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 219 times
-
Chat with Copilot
- 00:50
- Viewed 209 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 311 times
-
Data Privacy in Copilot
- 00:43
- Viewed 212 times
-
Access Copilot
- 00:25
- Viewed 345 times
-
Use a Copilot Agent
- 01:24
- Viewed 223 times
-
Modify with Pages
- 01:20
- Viewed 224 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 217 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 212 times
-
Generate the email for the recipient
- 00:44
- Viewed 202 times
-
Action Function
- 04:18
- Viewed 165 times
-
Search Function
- 03:42
- Viewed 222 times
-
Date and Time Function
- 02:53
- Viewed 201 times
-
Logical Function
- 03:14
- Viewed 311 times
-
Text Function
- 03:25
- Viewed 227 times
-
Basic Function
- 02:35
- Viewed 191 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 217 times
-
Introduction to Power Fx
- 01:09
- Viewed 202 times
-
The New Calendar
- 03:14
- Viewed 334 times
-
Sections
- 02:34
- Viewed 203 times
-
Customizing Views
- 03:25
- Viewed 194 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 357 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 217 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 171 times
-
Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 123 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 206 times
-
Use the narrative Builder
- 01:31
- Viewed 250 times
-
Microsoft Copilot Academy
- 00:42
- Viewed 212 times
-
Connect Copilot to a third party app
- 01:11
- Viewed 223 times
-
Share a document with copilot
- 00:36
- Viewed 212 times
-
Configurate a page with copilot
- 01:47
- Viewed 210 times
-
Use Copilot with Right-Click
- 01:45
- Viewed 1089 times
-
Draft a Service Memo with Copilot
- 02:21
- Viewed 225 times
-
Extract Invoice Data and Generate a Pivot Table
- 02:34
- Viewed 250 times
-
Summarize Discussions and Schedule a Meeting Slot
- 02:25
- Viewed 312 times
-
Formulate a Request for Pricing Conditions via Email
- 02:20
- Viewed 398 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:52
- Viewed 380 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.