Microsoft Teams | How to Create Workflows in Teams

In this video we're looking at automating tasks inside of the Teams app with the new feature: Workflows. We'll create and run 3 workflows and then show you how you can make tweaks using the Power Automate app in Teams. Timecodes are below.
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TIMESTAMPS:
00:00 Intro
00:30 Install the workflow app
01:28 Create the 'Schedule a meeting from a message' workflow
02:39 Run the workflow
03:31 Create the 'Notify a channel you'll be out of office' workflow
04:31 Run the workflow
06:09 Create the 'Follow up on a message' workflow
06:39 Run the workflow
07:17 Manage workflows
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[@falmaskari]

Simple, clear and very informative. Thanks.

[@CollaborationCoach]

Thanks for watching

[@adamknight5089]

Thank you for your continued videos, always something useful

[@CollaborationCoach]

My pleasure!

[@KarinaStavenes]

Thank you so much! That was excellent and most helpful.

[@CollaborationCoach]

You're very welcome!

[@martinschlenker6145]

Thanks ! As always: Great explanation

[@CollaborationCoach]

Glad you liked it!

[@petherlager6202]

Nice video! As Always

[@CollaborationCoach]

Thank you!

[@adepojuadetokunbo5863]

Very simple and clear but I would like to know how to use it for approval workflow in a way that approval is set and it gets to next then next like that in a chain

[@aksiram001]

Thank you for this very clear video, one question though, do you know how to change the location of the OneNote notebook when creating a workflow which can save a message to OneNote? I have tried this workflow, but it created a completely new notebook, which I do not want. In PowerAutomate, I cannot find where to change this.

[@HeatherMajors]

Hi Mariska, I was playing with that feature as well. You should see any notebook that you have created or has been shared with you when the app is set up, but make sure it signs you into the correct account. I have 3 so I had double check I was in the correct one. If you are not seeing the notebooks, go to the edit page for the flow, click on the second step of the flow which is Create page in a section, and check out the drop-down for the Notebook key. You should see all notebooks that you are authorized to view.

[@aksiram001]

@@HeatherMajors Thank you for the explanation, first time I tried, I did not get the option to choose a notebook, but now it worked!

[@kenellem.6233]

Hi, I need to create a timesheet that employees can enter their time in, and then that data is generated into a report to use for payroll processing. Is this something that can be done with workflow/power automate or more like a SharePoint list integrated with power BI? my head is spinning trying to find the easiest solution for someone who is not tech savvy. I appreciate any advice.

[@matthiasyy]

Is it also possible to create a workflow to schedule a meeting with all participants of a chat

[@deanyt3697]

Honestly though, why would you do the “schedule from message” instead of clicking on calendar which is one click away. You can’t even see the scheduling assistant using the workflow.

[@aram5642]

The only advantage I see is that Teams automatically picks up the required person. But in my case would have to add location anyway.

[@michaelquittenden690]

If a group chat it could save time

[@markcuello5]

Help me

[@CollaborationCoach]

How can I help mate?

[@aram5642]

Workflows, workflows... The major workflow for me is still to be able to draw on the scrren during a call. Slack still wins here. Moreover, the memory consumption of these two has become comparable recently.

[@joannablack]

There's a whiteboard in Teams meetings

[@aram5642]

@@joannablack whiteboard is not the same thing

[@RichardWadeUK]

Great video, superbly explained, however, I have to agree with @deanyt.

[@CollaborationCoach]

Fair enough!