Microsoft Teams: Access Workflows from the three-dot menu on shared file

Coming soon: Microsoft Teams will be bringing Workflows powered by Microsoft Power Automate to the three-dot menu for files shared in Teams chat or channels.

This message is associated with Microsoft 365 Roadmap ID 381643.

[When this will happen:]

Worldwide: We will begin rolling out early May 2024 and expect to complete by mid-May 2024.

GCC: We will begin rolling out late June 2024 and expect to complete by early July 2024

[How this will affect your organization:]

To make sure Microsoft Teams provides the best workflow experience for our users, we are making it easier to configure and run workflows for files. A user will be able to select the three-dot menu on files shared in Teams chat or channels, and then choose Workflows. From Workflows, the user will choose an instant workflow to run on a file. The user must set up the workflows in advance. A user can set up a new workflow for files by selecting See more workflows at the bottom of the three-dot menu. This launches the Workflows task module, where a user can choose a template to start setting up a new workflow. Examples of file workflows include Request approval for selected file, Get notified in Teams when a file is updated, Create a PDF copy of the file, and Add a task for this file.

user controls

If the Power Automate app is disabled in the Teams admin center, users will not see this option in the three-dot menu.

This feature will only be available in the New Teams client on the desktop and on the web.

[What you need to do to prepare:]

No action is needed from you to prepare for this rollout. You may want to notify your users about this change so they can find the new entry point for Workflows.

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