Remind Daily in Teams Channel
Manually sending recurring daily reminders can be a tedious and repetitive task. This automation solution streamlines your communication by automatically delivering scheduled messages directly to a Microsoft Teams channel.
Whether you need to remind employees about office protocols (like closing windows or doors), announce daily stand-up meetings, or share consistent team updates, this template eliminates the manual effort. Simply configure your message once, and let the Action Flow handle the daily routine for you.
The image below illustrates a functional Action Flow designed to automate your team communications. This specific workflow performs two primary tasks:
Automated Messaging: Delivers a custom reminder to a designated Microsoft Teams channel.
Smart Scheduling: Triggers the message delivery on a precise daily schedule.
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Below you will find the step-by-step guide for configuring each module of the above Action Flow.
Connection: To send a message in Teams you have to connect your account and grant Celonis access to your Teams account.
Send a Message: In the module you have the possibility to either send a channel or chat message. In this example we'll send a channel message.
Team ID & Channel ID: When sending a channel message you can choose between selecting the channel from the list or toggle the map button and provide the team and channel id.
Team and Channel ID
How to get the team and channel id?
Go to the channel in teams and open the drop down menu by right clicking. Choose 'Get link to channel'. The link will be structured as follows:
https://teams.microsoft.com/l/channel/CHANNEL_ID/something?groupId=TEAM_ID& tenantId....
Example:
https://teams.microsoft.com/l/channel/19%3aca2c45182d344aa23rle1f8c5%40thread.tacv2/Test%2520Channel?groupId=2d563777-8a8d-4cb3-zf87-45aa62cefae2&tenantId=b7ace95d-83d7-4723-85c7-b1575720809d
When sending a chat message you can send the message in a group or one-to-one, selecting members of the chat out of a menu or providing the IDs.
Message: Type in the daily reminder you want to send, e.g. Short reminder to everyone to close the doors after leaving the office!
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Configuration:
Action Flows Module: Microsoft Teams
Action: Send a Message
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To be able to send the message as a daily reminder the Action Flow has to be scheduled. To do so make sure to publish the Action Flow by clicking on the top right blue button called 'Publish Package'.
You are good to go when you have the purple chip with 'Published' beyond the green run once button.
By clicking on the clock symbol in this published mode you open up the schedule settings where you can define how often and on which time the message should be send.
Run Action Flow: Every day
Time: choose the desired time (!! Timezone is Europe/London Time !!)
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To activate the Action Flow and work with the defined scheduling, click on the x in the top right corner to get to the Overview. Here you can find a toggle called 'Activate' where you can set the Action Flow live to make it run according to the scheduling.
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