Create and automatically send approval and action request emails with ChatGPT using data extracted from Microsoft Teams posts
Create and automatically send approval and action request emails with ChatGPT using data extracted from Microsoft Teams posts
Launch this workflow to connect
Microsoft Teams &
ChatGPT
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■Overview
Are you spending too much time checking posts in a specific Microsoft Teams channel and manually creating approval or action-request emails? This workflow uses Microsoft Teams posts as a trigger, extracts the necessary information from each post, and has ChatGPT automatically create and send an approval or action-request email. Eliminate the time spent on manual checks and email creation, and enable faster information sharing.
■Who This Template Is For
- Anyone who checks specific Microsoft Teams posts and manually creates action-request emails
- Anyone looking to reduce the time spent creating routine emails, such as approval requests
- Anyone looking to automate and streamline internal communications with ChatGPT
■Benefits of This Template
- Automate the entire process—from reading Teams posts to creating emails and sending them to the appropriate person—reducing the time spent on manual tasks.
- Prevent manual transcription errors and missed checks, reduce the risk of human error, and ensure reliable follow-up.
■Flow
- First, connect Microsoft Teams and ChatGPT to Yoom.
- Next, select Microsoft Teams as the trigger and configure the flow to start when a new message is posted in a specific channel.
- Then, configure Yoom's AI feature as an operation to extract the necessary data—such as the requester and request details—from the Microsoft Teams post.
- Next, configure ChatGPT as an operation to generate an approval or action-request email based on the extracted data.
- Finally, configure the action-request operation to automatically send the generated email to the designated person.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization Options
- In the Microsoft Teams trigger settings, you can configure filtering conditions, such as limiting the flow to posts that contain specific keywords. You can also customize the information extracted from posts to match your workflow.
- You can freely customize the prompts used to instruct ChatGPT to match your organization's processes. Specify the email subject, body, and required fields to generate more suitable messages.
■Notes
- Connect both Microsoft Teams and ChatGPT to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Please note that the shortest available trigger interval varies by plan.
- To run ChatGPT (OpenAI) actions, you need a paid OpenAI API plan with billing enabled when the API is used. For details, see below.
OpenAI API pricing - OpenAI charges for ChatGPT API usage based on the number of tokens used during API communication. If payment cannot be processed when the API is used, an error will occur.
- Microsoft 365 (formerly Office 365) offers personal and business plans (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
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