Workflows let you do the same things over and over again. They connect one or more apps to Teams. In short, they can save you time and effort. Creating a workflow directly from a chat in Teams is easy.

Select the chat

  1. Select More options Microsoft Teams more options icon​​​​​​​​​​​​​​next to the chat you want to add to the workflow. Then, select Workflows.

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

  • Common workflows are grouped by type.

  • If you don’t see the workflow you need, you can search in the Find workflows search box.

  • To browse all workflow templates or create a new one, select More workflows.

  • To manage existing workflows, select Manage workflows.

Configure the workflow

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

  2. Ensure that you are signed in to the apps needed for the selected workflow. Select Next.

  3. Fill in the Details for the workflow. Detail items might include things like email addresses, Planner groups, SharePoint libraries and more.

  4. Select the chat where you'd like the workflow to run.

  5. Select Add workflow to add the workflow to the chat.

Remember, after creating your workflow, you can manage it from the Workflows app in Teams or in Power Automate. Also, be aware that the workflows you create within the Workflows app in Microsoft Teams are always created in your organization's default environment.

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