Microsoft Teams: Access Workflows from the three-dot menu on shared file

Originally posted by Microsoft Mar 22, 2024 Uncategorized 0 Comments

Microsoft Teams will soon bring Workflows powered by Microsoft Power Automate to the three-dot menu for files shared in Teams chat or channels. Users will be able to select the three-dot menu on files shared in Teams chat or channels, and then choose Workflows to configure and run workflows for files. The feature will only be available in the New Teams client on the desktop and on the web. No action is needed from users to prepare for this rollout.

Coming soon: Microsoft Teams will be bringing Workflows powered by Microsoft Power Automate to the three-dot menu for files shared in Teams chat or channels.

This message is associated with Microsoft 365 Roadmap ID 381643.

When this will happen:

Worldwide: We will begin rolling out early May 2024 and expect to complete by mid-May 2024.

GCC: We will begin rolling out late June 2024 and expect to complete by early July 2024

How this will affect your organization:

To make sure Microsoft Teams provides the best workflow experience for our users, we are making it easier to configure and run workflows for files. A user will be able to select the three-dot menu on files shared in Teams chat or channels, and then choose Workflows. From Workflows, the user will choose an instant workflow to run on a file. The user must set up the workflows in advance. A user can set up a new workflow for files by selecting See more workflows at the bottom of the three-dot menu. This launches the Workflows task module, where a user can choose a template to start setting up a new workflow. Examples of file workflows include Request approval for selected file, Get notified in Teams when a file is updated, Create a PDF copy of the file, and Add a task for this file.

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If the Power Automate app is disabled in the Teams admin center, users will not see this option in the three-dot menu.

This feature will only be available in the New Teams client on the desktop and on the web.

What you need to do to prepare:

No action is needed from you to prepare for this rollout. You may want to notify your users about this change so they can find the new entry point for Workflows.

Message ID: MC750668