You can add or run workflows from the messaging area in Microsoft Teams. Many workflows let you create and insert rich content into a new message or post. Others let you do things like schedule a message or post to be sent later. What all workflows have in common is they let you customize the messaging experience to be more useful to you and your team.

Add a new workflow

  1. Do one of the following:

    • Next to the chat or channel you want to add to the workflow, select More options Microsoft Teams more options icon ​​​​​​​​​​​​​​> Workflows.

    • In a chat message or channel post, select Actions and apps Actions and apps button​​​​​​​ > Workflows.

  2. In the Workflows dialog box, select the workflow you want.

    • Search for a pre-installed workflow or a pre-built workflow.

    • Choose a workflow from the suggested workflows.

  3. Select a descriptive name for the workflow or use the suggested name.

  4. Ensure that you are signed in to any required apps. Select Next.

  5. Fill in the details for the workflow. Detail items might include things like email addresses or Planner groups.

  6. Select Submit.

Or

  • Select Workflow builder to use AI to describe and create a custom workflow. Learn how at Create a workflow automatically.

Note: If Workflows isn’t in the menu, find it under Chats > More options​​​​​​​​​​​​​​ > Manage apps or in a chat message under Actions and apps Actions and apps button > Search for apps.

Run an existing workflow from a chat, channel, or chat message

1. On the right side of the message compost box, select Actions and apps Actions and apps button​​​​​​​ > Workflows.

2. Select the workflow you’d like to run.

3. Follow any prompts you’re given.

Note: Connectors for a channel can now be found in the Manage channel section of Settings.

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