Teams - Add and Explore Workflows Tutorial

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

1:35
712 views

Available in Microsoft365

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 :

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.
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.
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.
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.

00:00:02

Workflows co emmanly refered to is

00:00:04

workflows allowed you to automate

00:00:06

repetative tasks Or precies that Connect

00:00:08

One Or more applications to themes.

00:00:11

This can be useful to save you time.

00:00:14

Let's take a moment to say of workflows

00:00:16

could be usful to you h time you

00:00:19

Ansa yes it's possible to incluse

00:00:21

your productivity with a workflow.

00:00:23

Is this something you do over

00:00:26

and over again on times&nbsp;?

00:00:28

Do you regulary switch between themes and

00:00:31

other applications to performe tosks&nbsp;?

00:00:33

Do you receve application notifications by

00:00:35

Email and would profit receve the mountains&nbsp;?

00:00:38

Do you régulially ask the

00:00:40

same questions to people&nbsp;?

00:00:41

Whither in a Channel of private

00:00:44

conversation Or in a mating&nbsp;?

00:00:47

If the 11 at any of these questions is yes,

00:00:50

he is How to at workflows,

00:00:52

click on the three dots in the left panel.

00:00:56

Select workflows from the window.

00:01:01

Click on create. Onuffle.

00:01:07

Your Access the list of workflows.

00:01:09

The catégorie that interest you a

00:01:11

workflows is caractérised by an action

00:01:14

Listed here and the applications

00:01:15

that will be connected to it.

00:01:17

You alors have the option to create

00:01:20

workflows spécifique for a Channel.

00:01:22

Clic on the three dots

00:01:24

next to the Channel name.

00:01:26

Thin Click on workflows,

00:01:27

select the workflow from the list

00:01:30

provided Or by searching in the Search

00:01:32

bar Or clicking on more workflows.

Mandarine AI: CE QUI POURRAIT VOUS INTÉRESSER

RELATED COURSES This tutorial is part of the following courses

811 Views

Microsoft Video Training Teams – Advanced

Dive into advanced features such as live event management, third-party app integration, and security from team creation. Boost collaboration...

Cours E-learning

ALL COURSES