Add or run a workflow from a message

Some workflows let you automate tasks and take other actions right from an individual message. They can help you save time and make Teams more useful to you and the people you collaborate with.

New to workflows? Get started with this overview.

Add a workflow

  1. Go to More options More options button in the upper right corner of any message.

    Realistic message with More options menu highlighted.

  2. Select More actions > + Create new action.

    The More options menu with Create new action submenu highlighted.

  3. Select the pre-built workflow you want. 

    A dialog with workflows that can be run from messages

4. Follow any prompts given. When done, you'll get a confirmation that says, "Workflow added successfully!"

Tip: Select + Create new to create a fully custom workflow. You’ll be taken directly to Power Automate, the app that powers the workflows experience in Teams.

Run a workflow from a message

1. Go to More options More options button in the upper right corner of any message.

2. Select the workflow you want to run.

Tip: Your most recently used message actions—whether they’re workflows or other types of actions—will be immediately visible in the menu; the ones you use less often can be found under More actions >

The fully expanded More options menu, with its submenus

3. Follow any prompts you’re given.

Manage workflows

You’ll find a link to Manage workflows in several places throughout the experience: on the screen where you add a workflow, on the confirmation dialog, and from Apps > Workflows. If you ever need to edit details of a workflow or delete one altogether, visit Manage workflows.

Related articles

Browse and add workflows
Add or run a workflow from the messaging area
 

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