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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
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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.

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co-eminently referred to as workflows,

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allow you to automate repetitive tasks or processes

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that connect one or more applications to Teams.

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This can be useful to save you time.

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Let's take a moment to see if workflows could be useful to you.

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Each time you answer yes,

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it's possible to increase your productivity with a workflow.

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Is there something you do over and over again on Teams?

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Do you regularly switch between teams and other applications to perform tasks?

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Do you receive application notifications by email and

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would prefer to receive them in Teams?

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Do you regularly ask the same questions to people,

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whether in a channel,

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a private conversation,

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or in a meeting?

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If the answer to any of these questions is yes,

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here's how to add workflows.

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Click on the three dots in the left panel.

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Select workflows from the window.

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Click on create

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Or new flow.

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You'll access the list of workflows,

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choose the category that interests you.

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A workflow is characterised by an action listed here

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and the applications that will be connected to it.

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You also have the option to create workflows specifically for a channel.

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Click on the three dots next to the channel name,

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then click on workflows.

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Select the workflow from the list provided,

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or by searching in the search bar or clicking on more workflows.

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