Get started with the Workflows app in Microsoft Teams

There are several ways to add the Workflows app in Teams.

On the left side of Teams, select View more apps  ​​​​​​​. Search "Workflows" and select Add.

To pin the Workflows app for easy access, right-click the app and select Pin  . To open it in a separate window, select Open in new window  . 

Access workflows through chats or channels

1. In Teams, navigate to any chat or channel you want to set up a workflow for.

2. Select More options  ​​​​​​​ next to the chat or channel name.

3. Select Workflows  .

Access workflows through a message

1. Select More options  next to any message you want to set up a workflow for.

2. Select More actions > Create new action to open the Workflows app.

Access workflows through the compose box

1. Navigate to a chat or channel in Teams.

2. Select Actions and apps   next to the compose box and select Workflows  .

Create workflows from templates or build them from scratch.

From a template:

1. Open the Workflows app.

2. Select a template from the home page carousel or choose All templates to browse the full catalog.

3. Follow prompts and fill out required fields, then select Save to activate your workflow.

From scratch:

1. Select Build from scratch  in the Workflows app.

2. Choose a trigger and an action for your workflow. You can update these at any time.

3. Complete the required fields and select Save.

• Go to Your workflows from the app home page to view your five most recent workflows.

• Select See all to open the full list of workflows across Teams, SharePoint, Power Automate, and Copilot.

• Use the search bar to filter workflows by keyword.

• Switch between the Workflows (standard actions) and AI workflows views.

Edit a workflow:

1. In the Workflows app, find the workflow you want to edit in the Your workflows section.

2. Select More actions  > Edit.

3. Update fields as needed and select Save.

Turn a workflow on or off:

• In Your workflows, select More actions   > Turn on or Turn off next to a workflow.

View details of a workflow:

• Select More actions  > Details to see more information about any of your workflows.

Delete a workflow:

• In Your workflows, select More actions  > Delete next to a workflow. In the conformation window, select Delete again to permanently remove the workflow.

Add a co-owner:

• Open the workflow details page, scroll to Owners, and add a co-owner by typing their name and selecting it from the list.