Streamline your day with Workflows in Microsoft Teams

If you find yourself doing the same tasks over and over, such as posting weekly reminders, sending updates, and welcoming new team members, there is an easier way. Workflows in Microsoft Teams can help you automate routine tasks.

Workflows use simple, prebuilt templates that connect Teams to apps like Outlook, Planner, OneDrive and more.

How to Get Started

1. Open Microsoft Teams.
2. In any chat or channel, click the More options (⋯) menu at the top.
3. Choose Workflows.
4. Browse the list of suggested templates like “Follow up on a message” or “Save a message to OneNote.”
5. Select a workflow, click Add Workflow, and follow the setup prompts.

Workflow Ideas

Here are a few favorites that can make Teams even more useful:

• Automated reminders: Schedule daily or weekly messages to your team.
• Planner updates: Automatically create a task when a message is flagged or assigned.
• Meeting follow-ups: Send notes or action items to attendees after a meeting ends.
• File tracking: Notify your channel when new documents are uploaded to a shared folder.

Workflows help reduce repetitive work and keep your team in sync. Instead of copying and pasting messages or juggling apps, you can automate the small stuff and focus on bigger goals.

To learn more, visit Microsoft’s Workflows in Teams support page.