"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!
For those who want to try it as soon as possible
Yoom offers templates for integrating Microsoft Teams and Miro! If you want to try it right away, click the banner below to get started!
Create sticky notes in Miro based on specific posts in Microsoft Teams.
■Overview The workflow "Create a sticky note on Miro based on specific Microsoft Teams posts" is a business workflow designed to seamlessly integrate team communication and visual collaboration.
■Recommended for ・Team leaders who regularly use Microsoft Teams and manage a large number of messages. ・Project managers who want to visually organize ideas and feedback using Miro. ・Business improvement managers who want to introduce automation processes based on specific keywords to improve work efficiency. ・Business users who want to enhance the integration of communication and collaboration to improve team productivity.
■Notes ・Please integrate both Microsoft Teams and Miro with Yoom. ・There are home and general business plans (Microsoft 365 Business) for Microsoft 365 (formerly Office 365). If you are not subscribed to a general business plan, authentication may fail. ・Branching is a feature (operation) available in the mini-plan or higher plans. If you are on the free plan, the flowbot operations you set will result in an error, so please be careful. ・Paid plans like the mini plan can be trialed for free for two weeks. During the free trial, you can use apps and features (operations) that are normally restricted.
What You Can Do by Integrating Microsoft Teams and Miro
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!
Create Sticky Notes in Miro Based on Specific Posts in Microsoft Teams
This flow is recommended for situations where you want to organize ideas discussed in Microsoft Teams using Miro!
Create sticky notes in Miro based on specific posts in Microsoft Teams.
■Overview The workflow "Create a sticky note on Miro based on specific Microsoft Teams posts" is a business workflow designed to seamlessly integrate team communication and visual collaboration.
■Recommended for ・Team leaders who regularly use Microsoft Teams and manage a large number of messages. ・Project managers who want to visually organize ideas and feedback using Miro. ・Business improvement managers who want to introduce automation processes based on specific keywords to improve work efficiency. ・Business users who want to enhance the integration of communication and collaboration to improve team productivity.
■Notes ・Please integrate both Microsoft Teams and Miro with Yoom. ・There are home and general business plans (Microsoft 365 Business) for Microsoft 365 (formerly Office 365). If you are not subscribed to a general business plan, authentication may fail. ・Branching is a feature (operation) available in the mini-plan or higher plans. If you are on the free plan, the flowbot operations you set will result in an error, so please be careful. ・Paid plans like the mini plan can be trialed for free for two weeks. During the free trial, you can use apps and features (operations) that are normally restricted.
■Overview The "Create a card on Miro based on specific Microsoft Teams posts" workflow streamlines communication within the team and supports visualization of information.
■Recommended for - Team leaders who regularly use Microsoft Teams and Miro - Project managers who want to automatically organize important information in chats - Business users who want to enhance collaboration between tools and improve work efficiency - Creative professionals who want to visually manage tasks within the team
■Precautions - Please connect Yoom with both Microsoft Teams and Miro. - Microsoft365 (formerly Office365) has both a household plan and a general corporate plan (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail. - Branching is a feature (operation) available on the Mini plan or higher. For the free plan, operations set with FlowBot will result in errors, so please be aware. - Paid plans such as the Mini plan can have a two-week free trial. During the free trial, you can use restricted apps and features (operations).
■Overview The flow to 'Create a board in Miro based on specific posts from Microsoft Teams' leverages integration between Teams and Miro to streamline business workflows. With the automatic creation of new boards, team ideas and discussions can proceed smoothly.
■Recommended for ・Team leaders who use Microsoft Teams and Miro on a daily basis ・IT personnel who want to streamline workflows related to information organization and boost productivity ・Creative personnel who wish to conduct team brainstorming sessions more effectively ・Business owners who want to reduce manual board creation work and make effective use of time
■Cautions ・Please integrate each of Microsoft Teams and Miro with Yoom. ・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail. ・Branches are features (operations) available in Mini plans or higher. In the case of a free plan, the operations set by the flowbot will result in an error, so please be careful. ・Paid plans such as the Mini plan can be tried for free for 2 weeks. During the free trial, you can use restricted apps and features (operations).
Let's Create a Microsoft Teams and Miro Integration Flow!
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.
Link Microsoft Teams and Miro as My Apps
Copy the template
Set triggers in Microsoft Teams and actions in Miro
Test and verify
Create sticky notes in Miro based on specific posts in Microsoft Teams.
■Overview The workflow "Create a sticky note on Miro based on specific Microsoft Teams posts" is a business workflow designed to seamlessly integrate team communication and visual collaboration.
■Recommended for ・Team leaders who regularly use Microsoft Teams and manage a large number of messages. ・Project managers who want to visually organize ideas and feedback using Miro. ・Business improvement managers who want to introduce automation processes based on specific keywords to improve work efficiency. ・Business users who want to enhance the integration of communication and collaboration to improve team productivity.
■Notes ・Please integrate both Microsoft Teams and Miro with Yoom. ・There are home and general business plans (Microsoft 365 Business) for Microsoft 365 (formerly Office 365). If you are not subscribed to a general business plan, authentication may fail. ・Branching is a feature (operation) available in the mini-plan or higher plans. If you are on the free plan, the flowbot operations you set will result in an error, so please be careful. ・Paid plans like the mini plan can be trialed for free for two weeks. During the free trial, you can use apps and features (operations) that are normally restricted.
Step 1: Integration of My Apps with Microsoft Teams and Miro
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.
Registering Microsoft Teams as My App
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.
Registering Miro as My App
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.
Step 2: Copy the Template
Click "Try it" from the link below.
Create sticky notes in Miro based on specific posts in Microsoft Teams.
■Overview The workflow "Create a sticky note on Miro based on specific Microsoft Teams posts" is a business workflow designed to seamlessly integrate team communication and visual collaboration.
■Recommended for ・Team leaders who regularly use Microsoft Teams and manage a large number of messages. ・Project managers who want to visually organize ideas and feedback using Miro. ・Business improvement managers who want to introduce automation processes based on specific keywords to improve work efficiency. ・Business users who want to enhance the integration of communication and collaboration to improve team productivity.
■Notes ・Please integrate both Microsoft Teams and Miro with Yoom. ・There are home and general business plans (Microsoft 365 Business) for Microsoft 365 (formerly Office 365). If you are not subscribed to a general business plan, authentication may fail. ・Branching is a feature (operation) available in the mini-plan or higher plans. If you are on the free plan, the flowbot operations you set will result in an error, so please be careful. ・Paid plans like the mini plan can be trialed for free for two weeks. During the free trial, you can use apps and features (operations) that are normally restricted.
The following display indicates that the template copy was successful. The copied template will be stored in My Projects.
Step 3: Setting up a trigger to activate when a message is sent to a channel in Microsoft Teams
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."
Step 5: Testing and Confirmation
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!
Other Automation Examples Using Microsoft Teams and Miro APIs
By leveraging the APIs of Microsoft Teams and Miro, various automations can be achieved.
Automation Examples Using Microsoft Teams
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.
Activate the Flow Bot at the end of each month to notify Microsoft Teams.
■Overview This is a flow where a folder is created in OneDrive based on the message content when a message is posted on Microsoft Teams. Using Yoom, you can easily connect apps without programming.
■Recommended for: 1. Those who use Microsoft Teams to communicate with members ・People 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 shared information from being overlooked
2. Those who utilize OneDrive for file management ・People who want to reduce the hassle of manually organizing files and improve work efficiency through automation ・Those who want to automatically create folders based on message content to ensure important information is stored without omission
■Notes ・Please link both Microsoft Teams and OneDrive with Yoom. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) has home and general business plans (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview The "Notify Microsoft Teams when a record is created in Salesforce Lead Object" workflow supports rapid response for sales teams. 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, enabling efficient sales activities.
■Recommended for ・Sales representatives managing leads using Salesforce ・Sales managers looking to enhance team communication with Microsoft Teams ・Business owners who wish to automate quick lead follow-ups and improve sales efficiency ・IT personnel looking to easily configure Salesforce and Microsoft Teams integration using Yoom
■Notes ・Please integrate Salesforce and Microsoft Teams with Yoom. ・Triggers can be set at intervals of 5, 10, 15, 30, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Microsoft365 (formerly Office365) has personal and business plans (Microsoft365 Business). If you are not subscribed to the business plan, authentication may fail. ・Salesforce is available only with Team Plan and Success Plan. Operations and data connections of Flowbot set on Free Plan and Mini Plan may result in errors. ・Paid plans such as Team Plan and Success Plan offer a two-week free trial. You can use restricted apps during the free trial.
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.
After finishing a meeting with a company on Zoom, create a new board on Miro.
■Summary The "Add tasks to Miro board from email content" flow is a business workflow that automatically converts information received via email into tasks in Miro. With Yoom, you can easily achieve this flow as it allows app integration without the need for programming.
■Recommended for - Project managers who handle a large volume of emails daily - Leaders managing team tasks using Miro and wanting to advance business automation with Yoom - Executives looking to improve business processes using AI or OCR
■Overview This is a workflow that automatically creates a Miro board based on the responses submitted to the form. By using Yoom, you can easily connect apps without programming.
■Recommended for - Project managers who want to collect information from customers or teams using forms and visually manage the content in Miro - Team leaders who want to improve work efficiency by reducing time spent on manual task registration - IT personnel who want to automate business workflows by integrating multiple SaaS apps using Yoom - Business owners who want to manage tasks in Miro more efficiently and improve the productivity of the entire team
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.
In today's era where the number of tools is constantly increasing, it can often be confusing to decide which ones to use. We aim to provide clear and useful information to make your work a little easier!
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