When a specific message is sent in Microsoft Teams, create a new Google Docs document and notify the channel
When a specific message is sent in Microsoft Teams, create a new Google Docs document and notify the channel
Launch this workflow to connect
Microsoft Teams &
Google Docs
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■Overview
Do you find it time-consuming to create documents in Google Docs based on discussions and instructions in Microsoft Teams? When multiple teams are involved, manually creating and sharing files can be inefficient. This workflow automates everything from creating a new Google Doc to notifying a channel when a specific message is posted in Microsoft Teams. By connecting Microsoft Teams and Google Docs, it streamlines information sharing across your team.
■Who Should Use This Template
- Teams that use both Microsoft Teams and Google Docs and want to simplify information sharing
- Project leaders who want to automate meeting minutes and document management across their teams
- People who manually create Google Docs based on instructions received in Microsoft Teams
■Benefits of This Template
- Google Docs are automatically created and shared when a specific message is posted in Microsoft Teams, reducing the time spent on manual tasks.
- Prevent human errors such as forgetting to create a document or share it in the appropriate channel, ensuring reliable communication across your team.
■How the Flow Works
- First, connect Google Docs and Microsoft Teams with Yoom.
- Next, select Microsoft Teams as the trigger and set the action to “When a message is sent to a channel.”
- Next, configure branching in the operation settings so that subsequent steps run only when the message contains specific keywords.
- Next, use the text extraction feature in the operation settings to extract information from the trigger message, such as the title for the document.
- Next, select Google Docs in the operation settings and use the “Create a new document” action to set the extracted information as the title.
- Finally, select Microsoft Teams in the operation settings and use the “Send a message to a channel” action to notify the designated channel with the URL of the created document.
■Customizing This Workflow
- In the Microsoft Teams trigger settings, specify the team ID and channel ID where you want to start the flow. If you want the flow to respond to specific messages, also set the relevant content, such as keywords.
- In the text extraction operation, specify and extract the text you want to use as the Google Docs title from the message that triggered the flow.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger runs.
■Notes
- Connect both Microsoft Teams and Google Docs with Yoom.
- 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.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
- Branching is an operation available on the Personal plan and higher. On the Free plan, the configured flow bot operation will result in an error.
- Paid plans, such as the Personal plan, include a two-week free trial. During the free trial, you can use apps and features (operations) that are restricted on the Free plan. For details, see the Pricing Plans page.
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