[No-Code Solution] How to Automatically Integrate Microsoft Teams Data with Microsoft SharePoint

Let's Create a Flow to Integrate Microsoft Teams and Microsoft SharePoint!

Let's get started by creating a flow that integrates Microsoft Teams and Microsoft SharePoint!

This time, we will use Yoom to proceed with the integration of Microsoft Teams and Microsoft SharePoint without any coding.
If you do not have a Yoom account yet, please issue one from the Yoom registration form.

[What is Yoom]

This time, we will create a flow bot that "creates a document and saves it to Microsoft SharePoint when a message with specific conditions is posted to Microsoft Teams"!

The creation process is broadly divided into the following steps.

• Integrate My Apps of Microsoft Teams and Microsoft SharePoint
• Copy the template
• Set triggers and actions
• Set the trigger to ON and complete the preparation for flow operation

Step 1: Register My Apps

First, register your My Apps for "Microsoft Teams" and "Microsoft SharePoint".

Click "Add" on the right from "My Apps" on the left.

Register My Apps for Microsoft Teams

After clicking "Add", search for "Microsoft Teams" from the list of apps.

When the following screen appears, log in to your Microsoft365 account.
If you don't have an account, please create one first.

Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business).
If you are not subscribed to the general business plan, authentication may fail, so please check.

Let's enter the password.

Once "Microsoft Teams" appears in My Apps, the registration is complete!

Register My Apps for Microsoft SharePoint

After clicking "Add", search for "Microsoft SharePoint" from the list of apps.

When the following screen appears, log in to your Microsoft account just like with "Microsoft Teams".

Let's enter the password.

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Once "Microsoft SharePoint" appears in My Apps, the registration is complete!

Step 2: Copy the Template

From here, we will actually create the flow bot!

First, click "Try it" on the banner below to copy the template.

Once the template is copied, the following screen will appear.

Click "OK" to proceed to the next step.

Step 3: Setting Up the App Trigger

This is the app trigger setup.

First, click "When a message is sent to the channel".

When the following screen appears, check the information to be linked and proceed to the next step.

Next, set up the API connection.

Set the "Trigger Interval" according to your business needs.

The trigger interval can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
‍Depending on your plan, the shortest interval for setting the trigger may vary, so be sure to check!
It is generally recommended to use the shortest activation interval for your plan.

Select the "Team ID" from the options.

Also, select the "Channel ID" from the options.

When a message is sent to the channel specified here, the flow will start!

Send a test message and try testing!

By quoting the following retrieved value during the subsequent setup, you will achieve data integration between Microsoft Teams and Microsoft SharePoint!

Click "Save" to proceed to the next step.

Step 4: Setting Up Command Operations

Next, click "Command Operation".

Set the branch conditions.
First, set the branch target values In the image below, the message content sent to the channel is used as the criterion.

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Next, set which words in the message content will determine whether to branch.
In the image below, branching occurs only if the word test is in the message. You can also branch based on words like file or report.

Specify the words you want to sort.

The set branch condition will branch as follows.

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After setting the branching information, click "Save" at the bottom.

Step 5: Setting Up Document Issuance

Next, click "Issue Document".

Next, proceed with document integration.

When the following screen appears, check the account information to be linked and scroll down.

Select the "Spreadsheet File ID" for the template document integration from the options.

Select the "Destination Google Drive Folder ID" for the issued document integration from the options.

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Select the "Exported File Name" from the retrieved values.

Proceed to the next step.

Next, set the replacement conditions.

Create a template document with reference to this article.

On the right side of "After", select "Message Content" from the output.

The part specified as the before can be replaced with the message content.

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Let's test it!

If the test is successful, the following screen will appear.

When you check the stored folder, the document creation is complete.

Finally, click "Save".

Step 6: Setting Up File Upload

Next, click "Upload File".

When the following screen appears, check the account information to be linked and proceed to the next step.

This is the API connection setup.

Select the "Site ID" from the options.

Also, select the "Drive ID" from the options.

Enter a keyword for "Destination Folder Name" to narrow down the item ID of the storage folder.

For "File Name", select "Issued Document" from the retrieved value.

Refer to the following for setting "File Attachment Method" and "File".

Conduct a test!

After confirming, click "Save".

Check if it is saved in Microsoft SharePoint.

If the file is saved in the specified folder, it's OK!

Step 7: Confirming Flowbot Automation

When the following screen appears, click "Trigger ON".

All settings are complete!

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Other Automation Examples Using the APIs of Microsoft Teams and Notion

By leveraging the APIs of Microsoft Teams and Notion, a variety of automations can be achieved!
How about considering the following automations?

Automation Examples Using Microsoft Teams

By notifying Microsoft Teams of data additions and updates, you can reduce data omissions and improve response speed!

Automation Example Using Microsoft SharePoint

Automatic file saving and folder creation might make data management easier!

Conclusion

By integrating Microsoft Teams data with Microsoft SharePoint, data management and sharing should become smoother than ever before.
Additionally, by incorporating document creation actions, you can save the hassle of document creation and increase the possibility of working efficiently!
Yoom is packed with such automation ideas, which might make your daily workflows even simpler.

Moreover, data integration using Yoom can be achieved without programming knowledge!
It is easy to implement even for beginners in app integration, so register with Yoom now and introduce automation!