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"I wish I could organize the ideas from Teams into Miro..." Have you ever thought that?
The lively discussions and tasks exchanged on Microsoft Teams often end up getting lost, don't they? But what if those posts could be automatically organized into Miro? You would be able to capture your team's insights without missing a beat and turn them into action more smoothly.
In this article, we will specifically introduce an automation flow that can be achieved by integrating Google Drive and Discord. By connecting Microsoft Teams and Miro, you can automatically create sticky notes, cards, and even boards in Miro based on specific posts! Simply click the "Try it out" banner on the page to easily experience it. If you're considering improving work efficiency, be sure to check it out!
Yoom offers templates for integrating Microsoft Teams and Miro! If you want to try it right away, click the banner below to get started!
■Overview
The workflow "Create sticky notes in Miro based on specific posts in Microsoft Teams" is a business workflow designed to seamlessly integrate communication and visual collaboration among teams.
■Recommended for
■Benefits of using this template
By integrating the APIs of Microsoft Teams and Miro, you can automatically sync data from Microsoft Teams to Miro!
Simply click "Try it out" for the automation example you're interested in, register an account, and you can immediately experience the integration of Microsoft Teams and Miro.
Registration takes just 30 seconds, so feel free to give it a try!
This flow is recommended for situations where you want to organize ideas discussed in Microsoft Teams using Miro!
■Overview
The workflow "Create sticky notes in Miro based on specific posts in Microsoft Teams" is a business workflow designed to seamlessly integrate communication and visual collaboration among teams.
■Recommended for
■Benefits of using this template
This is a flow that automatically converts messages containing specific keywords such as "idea" or "task" posted in Microsoft Teams into Miro cards.
■Overview
The "Create a card in Miro based on a specific post in Microsoft Teams" workflow streamlines communication within the team and supports information visualization.
■Recommended for
■Benefits of using this template
This is a recommended flow for when you want to organize ideas exchanged in chat directly onto a Miro board.
■Overview
The flow "Create a board in Miro based on specific posts in Microsoft Teams" is a business workflow that leverages the integration of Teams and Miro.
With the automatic creation of new boards, teams can smoothly organize their ideas and discussions.
■Recommended for
■Benefits of using this template
Now, let's create a flow that integrates Microsoft Teams and Miro!
This time, we'll use Yoom to proceed with the integration of Microsoft Teams and Miro without any coding. If you don't have a Yoom account yet, please create one using the registration form here.
[What is Yoom]
The integration flow will be created through the following main processes.
■Overview
The workflow "Create sticky notes in Miro based on specific posts in Microsoft Teams" is a business workflow designed to seamlessly integrate communication and visual collaboration among teams.
■Recommended for
■Benefits of using this template
First, log in to your Yoom account.
If you are new to Yoom, please check out Getting Started with Yoom.
1. Click on My Apps and then click on Add.
2. You can search by app name in the input field.
Let's register Microsoft Teams as My App! Enter Microsoft Teams in the input field, and when the Microsoft Teams icon appears, click on the icon labeled Microsoft Teams.
Please note that Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail. Please be careful.
1. If you are already logged into Microsoft 365, the registration as My App will be completed instantly.
If you are not logged in, the following screen will appear.
Please log in with the account you wish to integrate.
Similarly, search for Miro and click on the icon.
1. The following screen will appear.
Log in according to the account you want to integrate.
This time, we will introduce how to log in with a Google account.
Click on the red frame.
2. Select the account you want to integrate.
3. Confirm the details and click "Next".
4. After selecting the team, confirm the details and click "Add".
When the registration as My App is successful, the following screen will be displayed.
Check if the icons for Microsoft Teams and Miro are displayed on the My Apps screen.
For more detailed information about Yoom, please check the Yoom Help Center.
Click "Try it" from the link below.
■Overview
The workflow "Create sticky notes in Miro based on specific posts in Microsoft Teams" is a business workflow designed to seamlessly integrate communication and visual collaboration among teams.
■Recommended for
■Benefits of using this template
The following display indicates that the template copy was successful. The copied template will be stored in My Projects.
1. First, click on the icon at the top labeled "When a message is sent to a channel."
2. Set up the account information to integrate with Microsoft Teams.
Select the trigger "When a message is sent to a channel." Once the setup is complete, click "Next."
3. Please set the trigger activation interval, Team ID, and Channel ID.
You can select the activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes by clicking the dropdown.
The shortest interval you can set varies depending on your plan, so please check in advance!
For the Team ID and Channel ID, click the input field to display options as shown in the screen below, and select from them.
Once the setup is complete, click "Test," and if there are no issues, click "Save."
4. Return to the flow.
Next, click on the icon labeled "Branch | Determine if it contains specific phrases."
Note that branching is an operation available in paid plans of Mini Plan or higher.
In the free plan, the operation of the flow bot you set will result in an error, so please be careful.
Paid plans like the Mini Plan offer a 2-week free trial!
During the trial period, you can try apps and features that are usually restricted, so make sure to take advantage of it!
5. The branching is already set up.
By default, if the message content contains the keyword "[Idea]," a sticky note will be created in Miro.
If there is no need to change anything, you can return to the flow without doing anything.
If you change the settings, don't forget to click "Save"!
For detailed setup instructions, please refer to the link below.
1. Finally, click on the icon labeled "Create sticky note on board."
2. Set up the account information to integrate with Miro.
Select the action "Create sticky note on board."
Once the setup is complete, click "Next."
3. Enter each item.
Since the Board ID is a required field, be sure to enter it while checking the annotations.
When you click the input field for "text," information obtained from Microsoft Teams will be displayed as shown in the image below, so please make use of it.
For more details, please refer to the link below.
Once the setup is complete, click "Test," and if there are no issues, click "Save."
This completes the flow of "Creating sticky notes in Miro based on specific posts in Microsoft Teams."
Once the setup is complete, a screen like the one below will be displayed. Click the "Turn on Trigger" button to activate the flow bot.
This was the method for creating sticky notes in Miro based on specific posts in Microsoft Teams!
By leveraging the APIs of Microsoft Teams and Miro, various automations can be achieved.
It is possible to automatically create folders in OneDrive based on the content of Microsoft Teams messages or to automatically notify Microsoft Teams when a new record is registered in Salesforce.
■Overview
This is a flow bot that automatically activates at the end of each month and sends notifications via Microsoft Teams.
This flow bot can perform various automated processes through flows added after the right-side branch.
* For example, you can use it for various purposes such as monthly invoice processing, aggregation processing to spreadsheets, or regular data backup processing.
■Setup Method
・Use the flow bot's schedule trigger to activate the flow bot near the end of each month (28th, 29th, 30th, 31st).
・Use the "Manipulate and Transform Data" action to obtain the flow bot activation date, calculate the difference from the end-of-month date, and verify if it matches the last day of the month.
・If the flow bot activation date is not the last day of the month, the flow bot will terminate.
・If the flow bot activation date is the last day of the month, it will branch to the right and send a notification via Microsoft Teams.
・Specify the channel for the notification.
・Customize the flow added afterward freely according to your purpose and use.
■Notes
・Please modify the flow bot settings as needed.
・Replace the settings and content of the flow added to the right branch with any desired values.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・Branching is a feature (operation) available with a mini plan or higher. If you are on a free plan, the operation of the configured flow bot will result in an error, so please be cautious.
・Paid plans like the mini plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview
This is a flow that creates a folder in OneDrive based on the message content when a message is posted on Microsoft Teams.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who use Microsoft Teams to communicate with members
・Those who want to efficiently manage daily message content and have quick access to necessary information
・Those who want to organize interactions with members and prevent information sharing omissions
2. Those who use OneDrive for file management
・Those who want to eliminate the hassle of manually organizing files and improve work efficiency through automation
・Those who want to automatically create folders based on message content and ensure important information is saved without omission
■Benefits of using this template
By linking Microsoft Teams and OneDrive, there is the benefit of automatically creating a folder when a message is posted.
This allows for smooth communication on Microsoft Teams and eliminates the hassle of organizing related files and documents.
Furthermore, centralized management allows for quick access to necessary information, improving work efficiency.
Additionally, by sharing the created folders, a system is established where all team members can share the latest information.
■Overview
The workflow "Notify Microsoft Teams when a record is created in the Salesforce lead object" is designed to support the sales team in responding quickly.
Whenever a new lead is registered in Salesforce, a notification is automatically sent to Microsoft Teams, allowing the entire team to share information in real-time.
This ensures that you don't miss the timing for lead follow-up and enables efficient sales activities.
■Recommended for
■Benefits of using this template
◼️Overview
When a message is posted in a specific Microsoft Teams channel, it will be automatically forwarded via email using Outlook.
Feel free to modify the body and recipients of the Outlook email as needed.
By adding branching processes in between, you can also change the content and recipients of the email based on the content of the Microsoft Teams post.
◼️Notes
・It is necessary to configure the account information for integration in the operation of each app.
・Microsoft365 (formerly Office365) has both a personal plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
This flow adds new responses from a survey form to Microsoft Excel and notifies Microsoft Teams.
By integrating the survey form with Microsoft Excel and Microsoft Teams, you can eliminate the need to operate each app individually or repeatedly enter data, allowing for smoother business operations.
Furthermore, since responses are automatically added to Microsoft Excel and notifications are sent to Microsoft Teams, you can prevent any information management oversights or omissions.
■Notes
・Please integrate both Microsoft Excel and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) offers both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
It is possible to automatically create sticky notes in Miro when a message is posted on Slack, or to create a new board in Miro when a Zoom meeting ends.
■Overview
This is a flow for creating a new board in Miro after finishing a meeting with a company on Zoom.
■Recommended for
1. Those who use Zoom for meetings
・Those who use Zoom for meetings both internally and externally
・Companies using Zoom as a communication tool
2. Those who use Miro for work
・Project managers who use Miro for task management
・Team members who collaborate based on Miro workflows
3. Those who want to automate the manual creation of Miro boards
・Owners of small and medium-sized enterprises aiming for business automation
・Those considering efficiency by integrating Zoom and Miro
■Reasons to use this template
One advantage is that you can collaborate with team members on tasks using Miro.
However, if the level of detail recorded by members varies, it can become unclear what the task is based on.
Checking unclear tasks with members or by looking at the board content each time is cumbersome and reduces work efficiency.
This flow is ideal for those who want to solve this problem by standardizing the level of detail recorded in Miro by members.
After the initial company meeting, you can create a company-specific board in Miro, allowing for automatic standardization of the level of detail.
Boards are separated by company, making it easier for the team to discuss the sales strategy of client companies.
■Notes
・Please integrate both Zoom and Miro with Yoom.
・To obtain Zoom recording information, meeting data needs to be cloud recorded.
Cloud recording is limited to specific Zoom plans, so please be aware. For details, please refer to here.
■Overview
The "Add tasks to Miro board from email content" flow is a business workflow that automatically converts information received via email into tasks on Miro.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.
■Recommended for
■Benefits of using this template
When you receive a large number of emails daily, manually adding their content to a Miro board can feel cumbersome.
Efficient task conversion is required when using Miro for project management and team task organization.
By implementing this workflow with Yoom, you can automatically add necessary information from emails as tasks on the Miro board.
This improves the overall work efficiency of the team and ensures that no important information is overlooked.
■Overview
This is a workflow that automatically creates a board in Miro when a form response is submitted.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
By utilizing the [Create a board in Miro when a form is answered] flow, you can eliminate the hassle of transferring form response content to Miro, allowing the person in charge to focus on more important tasks. By consolidating in Miro, you can centralize task management, facilitate smooth information sharing, prevent oversights, and enable quick actions.
By integrating Yoom forms with Miro, you can streamline task management and achieve a more productive way of working.
■Overview
This is a flow that creates a board in Miro when a row is added in Google Sheets.
■Recommended for
1. Those who use Google Sheets for work
・Those who frequently use Google Sheets for work
・Those who continuously accumulate information in Google Sheets
2. Those who are advancing project management using Miro
・Project managers managing project tasks
・Marketing personnel utilizing Miro for campaign and strategy planning
■Benefits of using this template
Miro is a tool suitable for management as it allows real-time tracking of project progress.
Additionally, Miro boards offer a wealth of visual tools, making them useful for organizing information.
This template allows you to automatically create a Miro board when a row is added in Google Sheets.
If you manage tasks and project information in Google Sheets, adding rows will automatically create a board in Miro, eliminating the need for manual work and improving efficiency.
By integrating with communication tools, you can receive notifications when a board is created in Miro, enabling speedy information sharing.
■Notes
・Please integrate both Google Sheets and Miro with Yoom.
■Overview
This is a flow that adds messages posted on Slack to Miro.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between applications.
■Recommended for
1. Those who use Slack for work
・Team members proposing ideas on Slack
・Those who want to share ideas or debate content posted on Slack with other tools
2. Those who use Miro for work
・Project managers who want to visualize discussions and ideas on Slack and share them with the entire team
・Marketing personnel who want to quickly visualize discussion content for task management or strategy formulation
・Leaders of distributed teams who want to enhance collaboration in a remote environment
■Benefits of using this template
By using this flow, you can automatically create sticky notes in Miro from messages posted on Slack.
It facilitates team information sharing by centrally managing important conversations and ideas.
Additionally, eliminating the need for manual transcription saves time and prevents human errors.
■Notes
・Please integrate Slack and Miro with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
How was it? By integrating Microsoft Teams with Miro, you can easily solve challenges such as "organizing conversations in Microsoft Teams," "visualizing and utilizing ideas," and "reducing manual work to improve efficiency."
With the no-code tool Yoom, you can easily integrate Microsoft Teams and Miro without any programming knowledge! If you're interested, start by creating a free account and see how it works for yourself. Registration takes just 30 seconds! You can experience automatic integration right away.
Why not achieve a more comfortable and efficient way of working with the integration flow that suits your business perfectly?
