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Power Automate "Task Bot" (Teams + Planner)

Takescake

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Power Automate "Task Bot" (Teams + Planner)

737 просмотров · 8 мес. назад
Takescake
435 подписчиков
737 просмотров · 8 мес. назад
Stop using your Teams Chat as a To-Do list! 📉 In this episode of 5-Minute Flows, we are building a "Task Bot" for Microsoft Teams. I’ll show you how to create a custom button that instantly turns any chat message into a tracked task in Microsoft Planner. This is the ultimate productivity hack for anyone who gets hit with "Can you look at this?" requests all day long. In this video, we cover: ✅ The Trigger: The hidden "For a selected message" feature in Teams. ✅ The Card: Creating a quick pop-up form to set a "Due Date." ✅ The Link: How to generate a deep link that takes you straight back to the original chat conversation. 👇 Key Dynamic Content Tips: Message Content: Map the Message Content from the trigger to your Planner "Description" field so you don't have to copy/paste. Deep Link: Use the Link to message content in your task description. This creates a clickable link in Planner so you can find the conversation again instantly. ⏱️ Timestamps: 0:00 - The "Lost Message" Problem 0:45 - Setting up the "Selected Message" Trigger 1:30 - Building the Adaptive Card (User Input) 2:50 - Connecting to Planner (Create Task) 3:40 - The "Deep Link" Trick (Crucial!) 4:30 - Testing the "Task Bot" in Teams Adaptive Card JSON: { "type": "AdaptiveCard", "$schema": "http://adaptivecards.io/schemas/adapt...", "version": "1.3", "body": [ { "type": "TextBlock", "text": "Create & Assign Task", "weight": "Bolder", "size": "Medium" }, { "type": "TextBlock", "text": "Task Title", "wrap": true, "weight": "Bolder" }, { "type": "Input.Text", "id": "userTaskTitle", "placeholder": "Enter task title..." }, { "type": "TextBlock", "text": "Assign To", "wrap": true, "weight": "Bolder", "spacing": "Medium" }, { "type": "Input.ChoiceSet", "id": "taskAssignee", "value": "justin.trantham@flowdevs.io", "choices": [ { "title": "Justin Dev", "value": "REPLACE@ME.io" }, { "title": "Caleb App", "value": "REPLACE@ME.io" } ] }, { "type": "TextBlock", "text": "Due Date", "wrap": true, "weight": "Bolder", "spacing": "Medium" }, { "type": "Input.Date", "id": "userDueDate" }, { "type": "TextBlock", "text": "Additional Notes", "wrap": true, "weight": "Bolder", "spacing": "Medium" }, { "type": "Input.Text", "id": "userNotes", "placeholder": "Add any extra details here...", "isMultiline": true } ], "actions": [ { "type": "Action.Submit", "title": "Create Task" } ] } 🚀 Speed to Knowledge: My mission is to help you automate your work in a scalable, trackable, and repeatable way. If this saved you brainpower, hit Subscribe for more 5-minute wins. #PowerAutomate #MicrosoftTeams #MicrosoftPlanner #Productivity #TaskManagement #FlowDevs