{"id":8149,"date":"2021-09-20T16:44:21","date_gmt":"2021-09-20T15:44:21","guid":{"rendered":"https:\/\/nboldapp.com\/?p=8149"},"modified":"2023-03-01T16:28:34","modified_gmt":"2023-03-01T15:28:34","slug":"file-management-with-power-automate-and-microsoft-teams","status":"publish","type":"post","link":"https:\/\/nboldapp.com\/fr\/file-management-with-power-automate-and-microsoft-teams\/","title":{"rendered":"Gestion de fichiers avec Power Automate et Microsoft Teams"},"content":{"rendered":"<p>One of the biggest advantages of using Microsoft Teams is the ability to collaborate with colleagues across the entire organization. This includes file sharing as well as&nbsp;document management. In fact, you can store your&nbsp;organizational&nbsp;files and work on documents in real-time without leaving Microsoft Teams environment.&nbsp;At the same time, you should have an efficient system of <a href=\"\/fr\/meilleures-pratiques-pour-la-gestion-des-fichiers-dans-microsoft-teams\/\" target=\"_blank\" rel=\"noreferrer noopener\">gestion des fichiers<\/a>&nbsp;in order to&nbsp;avoid mess and duplication. In this article, we will describe how to&nbsp;easily build Power Automate flows to automate and improve your file management.&nbsp;&nbsp;<\/p>\n\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-b37a9228-c731-4fe6-aa34-da6b3ea549bb\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\">Table des mati\u00e8res<\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column\">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/file-management-with-power-automate-and-microsoft-teams\/#0-take-advantage-of-file-management-in-microsoft-teams-\" style=\"\">Take advantage of\u00a0file management\u00a0in Microsoft Teams\u00a0<\/a><ul><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/file-management-with-power-automate-and-microsoft-teams\/#6-move-documents-between-sharepoint-libraries-\" style=\"\">Move\u00a0documents between SharePoint Libraries\u00a0<\/a><\/li><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/file-management-with-power-automate-and-microsoft-teams\/#8-integrate-your-emails-with-sharepoint-and-power-automate-\" style=\"\">Integrate your emails with SharePoint\u00a0and Power Automate\u00a0<\/a><\/li><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/file-management-with-power-automate-and-microsoft-teams\/#9-automatically-track-files-in-excel-using-the-power-automate\" style=\"\">Automatically track files in Excel\u00a0using the Power Automate<\/a><\/li><\/ul><\/li><li style=\"\"><a href=\"https:\/\/nboldapp.com\/fr\/file-management-with-power-automate-and-microsoft-teams\/#10-structure-your-environment-with-teams-templates-and-file-cloning-\" style=\"\">Structure your environment with Teams templates and file cloning\u00a0<\/a><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"has-text-align-left wp-block-heading\" id=\"0-take-advantage-of-file-management-in-microsoft-teams-\">Take advantage of&nbsp;file management&nbsp;in Microsoft Teams&nbsp;<\/h2>\n\n\n\n<p>First,&nbsp;let&#8217;s&nbsp;quickly describe the benefits of managing files in Microsoft Teams.&nbsp;<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"1-automate-data-management-and-file-sharing-\">Automate data management and&nbsp;file sharing&nbsp;<\/h4>\n\n\n\n<p>When you store and share your files in Microsoft Teams, you can improve your team collaboration. Hence, your colleagues can&nbsp;edit and view files, leave comments and start conversations in one place.&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"571\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/03\/project_management_files-1024x571.png\" alt=\"\" class=\"wp-image-3956\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/03\/project_management_files-1024x571.png 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/03\/project_management_files-300x167.png 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/03\/project_management_files-768x428.png 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/03\/project_management_files.png 1106w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Moreover, with automation you\u2019re able to set up approval processes, manage data, automatically move files, and so on. This will simplify your daily activities and reduce&nbsp;the&nbsp;time spent on&nbsp;performing&nbsp;manual tasks.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"2-avoid-duplication-and-structure-your-teams-environment-\">Avoid duplication and structure your Teams environment&nbsp;<\/h4>\n\n\n\n<p>As you may know, Teams files are stored in your SharePoint environment. Thus,&nbsp;each team in Microsoft Teams has its own SharePoint site that serves as a document library for that team. This feature allows you to structure your Teams environment and document library by creating different folders and uploading files into the different channels according to your use case.&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-style-default\"><img decoding=\"async\" width=\"974\" height=\"607\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/09\/Sharepoint.jpg\" alt=\"\" class=\"wp-image-2653\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/09\/Sharepoint.jpg 974w, https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/09\/Sharepoint-300x187.jpg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/09\/Sharepoint-768x479.jpg 768w\" sizes=\"(max-width: 974px) 100vw, 974px\" \/><\/figure>\n\n\n\n<h4 class=\"has-text-align-center has-white-color has-text-color has-background wp-block-heading\" id=\"3-learn-how-to-create-teams-from-the-template-with-cloned-files-and-folders-\" style=\"background-color:#34c1ee\"><a href=\"https:\/\/nboldapp.com\/fr\/modeles-pour-microsoft-teams\/fichiers-et-dossiers\/\" target=\"_blank\" rel=\"noreferrer noopener\">Learn how to create teams from the template with cloned files and folders<\/a> <\/h4>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>And therefore, we will build&nbsp;Power Automate&nbsp;flows using the SharePoint connector&nbsp;where you can define a unique site address to apply automation for any Teams&nbsp;document library.&nbsp;<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"4-improve-search-experience-and-boost-productivity-\">Improve search experience and boost productivity&nbsp;<\/h4>\n\n\n\n<p>When you have an accurate file management system, it\u2019s easy to search for the right file in Microsoft Teams. Moreover, with Power Automate you can streamline the process of creating, sharing, and storing&nbsp;team\u2019s&nbsp;files&nbsp;that leads to the increased productivity and better Teams end-user experience.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"has-text-align-center wp-block-heading\" id=\"5-file-management-with-teams-and-power-automate-%E2%80%93-ready-to-use-flows-\">File management with Teams and Power Automate \u2013 ready-to-use flows&nbsp;<\/h2>\n\n\n\n<p>Now, let\u2019s discuss some common use cases you may face during file management in Microsoft Teams. Rest assured, we will show the Power Automate flows that you can easily repeat and improve your file management system at scale.&nbsp;<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"6-move-documents-between-sharepoint-libraries-\">Move&nbsp;documents between SharePoint Libraries&nbsp;<\/h3>\n\n\n\n<p>To avoid mess and duplication in Teams, you will need to&nbsp;correctly manage your documents&nbsp;storage. You should&nbsp;manage tons of documentation across different folders, channels, and teams. Yes, this isn\u2019t an easy deal! But let\u2019s&nbsp;simplify&nbsp;this process a little bit by building&nbsp;a&nbsp;flow that allows you to automatically move documents from one folder to another.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Suppose,&nbsp;you manage contracts&nbsp;and agreements&nbsp;from the external agents, and you need to&nbsp;separate&nbsp;them between&nbsp;those that are&nbsp;signed or&nbsp;the ones that aren\u2019t.&nbsp;Let\u2019s say your sales reps create new contracts into the \u201c<em>Contracts&nbsp;&#8211; to be sent<\/em>\u201d&nbsp;folder. Once this document was sent and signed, it should be stored in the \u201c<em>Contracts&nbsp;&#8211; signed<\/em>\u201d folder to avoid&nbsp;chaos&nbsp;in Teams.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img decoding=\"async\" width=\"1024\" height=\"507\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/0946AD98-B56F-4AEB-B93F-7AC9DA3FFDAE-1024x507.jpeg\" alt=\"file management Teams\" class=\"wp-image-8150\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/0946AD98-B56F-4AEB-B93F-7AC9DA3FFDAE-1024x507.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/0946AD98-B56F-4AEB-B93F-7AC9DA3FFDAE-300x148.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/0946AD98-B56F-4AEB-B93F-7AC9DA3FFDAE-768x380.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/0946AD98-B56F-4AEB-B93F-7AC9DA3FFDAE.jpeg 1431w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><\/p>\n\n\n\n<h5 class=\"wp-block-heading\" id=\"7-let%E2%80%99s-build-a-power-automate-flow-to-move-these-contracts-automatically-\">Let\u2019s build&nbsp;a&nbsp;Power Automate flow to move these contracts automatically.&nbsp;&nbsp;<\/h5>\n\n\n\n<p>First, you will need to add a new column into your SharePoint library where your colleagues should manage document&nbsp;status.&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"511\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/C731B958-A558-4CC9-9368-C10C4DAF33F8-1024x511.jpeg\" alt=\"SharePoint Library\" class=\"wp-image-8151\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/C731B958-A558-4CC9-9368-C10C4DAF33F8-1024x511.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/C731B958-A558-4CC9-9368-C10C4DAF33F8-300x150.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/C731B958-A558-4CC9-9368-C10C4DAF33F8-768x383.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/C731B958-A558-4CC9-9368-C10C4DAF33F8.jpeg 1432w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Then open Power Automate and start the scheduled flow. Choose the&nbsp;recurrence, for example, every day. This means the flow will run each&nbsp;workday. If the document status was changed on \u201csigned\u201d, it will be moved to&nbsp;another folder automatically.&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"508\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/E7CC7EF6-20A7-4F9A-9DE9-102C0EF65315-1024x508.jpeg\" alt=\"file management Power Automate\" class=\"wp-image-8152\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/E7CC7EF6-20A7-4F9A-9DE9-102C0EF65315-1024x508.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/E7CC7EF6-20A7-4F9A-9DE9-102C0EF65315-300x149.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/E7CC7EF6-20A7-4F9A-9DE9-102C0EF65315-768x381.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/E7CC7EF6-20A7-4F9A-9DE9-102C0EF65315.jpeg 1430w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Then find the SharePoint action \u201c<em>Get files<\/em>\u201d and choose the site address and library name.&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"508\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/5B214BEF-9AD2-4C8A-B507-FF5B5CC4C0F9-1024x508.jpeg\" alt=\"\" class=\"wp-image-8153\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/5B214BEF-9AD2-4C8A-B507-FF5B5CC4C0F9-1024x508.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/5B214BEF-9AD2-4C8A-B507-FF5B5CC4C0F9-300x149.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/5B214BEF-9AD2-4C8A-B507-FF5B5CC4C0F9-768x381.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/5B214BEF-9AD2-4C8A-B507-FF5B5CC4C0F9.jpeg 1430w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Now you should start new conditions. First, you will need to choose \u201c<em>Apply to each<\/em>\u201d and then start a new condition \u201c<em>Oui\/Non<\/em>\u201d. Here you set&nbsp;up a needed rule. In this case, we type \u201cStatus is equal to Signed\u201d.&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"585\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/0A598C03-622F-42AE-B1F8-3E7AAD1F738D-1024x585.jpeg\" alt=\"file management Power Automate\" class=\"wp-image-8154\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/0A598C03-622F-42AE-B1F8-3E7AAD1F738D-1024x585.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/0A598C03-622F-42AE-B1F8-3E7AAD1F738D-300x171.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/0A598C03-622F-42AE-B1F8-3E7AAD1F738D-768x438.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/0A598C03-622F-42AE-B1F8-3E7AAD1F738D.jpeg 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Then, \u201cIf yes\u201d we add the SharePoint action \u201c<em>Copy file<\/em>\u201d. Here you should define the current and destination site&nbsp;address and&nbsp;define what the automation should do if another file already exists&nbsp;(copy with a new name, replace, or fail the operation).&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"585\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/1096E44C-C0E6-4989-83C8-0B3D7861E99A-1024x585.jpeg\" alt=\"file management Power Automate\" class=\"wp-image-8155\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/1096E44C-C0E6-4989-83C8-0B3D7861E99A-1024x585.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/1096E44C-C0E6-4989-83C8-0B3D7861E99A-300x171.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/1096E44C-C0E6-4989-83C8-0B3D7861E99A-768x438.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/1096E44C-C0E6-4989-83C8-0B3D7861E99A.jpeg 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>In addition, let\u2019s delete the copied file&nbsp;to&nbsp;avoid duplication in your Teams environment.&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/3D2397E3-3689-4D4F-AFFC-93012CC7BA61-1024x583.jpeg\" alt=\"file management Power Automate\" class=\"wp-image-8156\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/3D2397E3-3689-4D4F-AFFC-93012CC7BA61-1024x583.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/3D2397E3-3689-4D4F-AFFC-93012CC7BA61-300x171.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/3D2397E3-3689-4D4F-AFFC-93012CC7BA61-768x437.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/3D2397E3-3689-4D4F-AFFC-93012CC7BA61.jpeg 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Finally, you can notify your team about the files that aren\u2019t signed yet by adding the Teams action \u201c<em>Poster un message<\/em>\u201d.&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/010F5FBD-BA32-44CB-AE4F-5DB97232CCC7-1024x583.jpeg\" alt=\"file management Power Automate Teams\" class=\"wp-image-8157\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/010F5FBD-BA32-44CB-AE4F-5DB97232CCC7-1024x583.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/010F5FBD-BA32-44CB-AE4F-5DB97232CCC7-300x171.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/010F5FBD-BA32-44CB-AE4F-5DB97232CCC7-768x437.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/010F5FBD-BA32-44CB-AE4F-5DB97232CCC7.jpeg 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>And it\u2019s done! Now each time your colleagues change the document\u2019s status,&nbsp;it&nbsp;will be moved to another folder automatically.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"8-integrate-your-emails-with-sharepoint-and-power-automate-\">Integrate your emails with SharePoint&nbsp;and Power Automate&nbsp;<\/h3>\n\n\n\n<p>How many emails do you receive every day? Me personally, a lot!&nbsp;\ud83d\ude0a&nbsp; And&nbsp;often&nbsp;spam&nbsp;and&nbsp;sales&nbsp;offers&nbsp;are appearing together with some&nbsp;important&nbsp;messages from customers or colleagues.&nbsp;So how not&nbsp;miss important files&nbsp;and documents that customers or your team members may share with you via email? Well, you can build a Power Automate flow that allows you to automatically save the email attachments into your own document library. Let\u2019s see how it works.&nbsp;&nbsp;<\/p>\n\n\n\n<p>First, you will need to create a separate folder in your document library for email attachments that colleagues, and external agents share with you.&nbsp;&nbsp;Read here how to create different folders using the <a href=\"https:\/\/support.microsoft.com\/en-us\/office\/manage-email-messages-by-using-rules-c24f5dea-9465-4df4-ad17-a50704d66c59\" target=\"_blank\" rel=\"noreferrer noopener\">rules in Outlook<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"582\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/BB1596FE-7AD8-4B17-9AB8-CFA6677D6FC9-1024x582.jpeg\" alt=\"Outlook Microsoft Teams\" class=\"wp-image-8159\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/BB1596FE-7AD8-4B17-9AB8-CFA6677D6FC9-1024x582.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/BB1596FE-7AD8-4B17-9AB8-CFA6677D6FC9-300x170.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/BB1596FE-7AD8-4B17-9AB8-CFA6677D6FC9-768x436.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/BB1596FE-7AD8-4B17-9AB8-CFA6677D6FC9.jpeg 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Next, open Power Automate and start a new flow.&nbsp;Choose the Outlook trigger \u201c<em>When a new email arrives<\/em>\u201d.&nbsp;Here you will need to define a specific folder in your Outlook and make sure you include in this flow only emails with attachments.&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"582\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/B2EF2498-7AF3-408D-AEA4-20240E863AA9-1024x582.jpeg\" alt=\"Outlook Power Automate\" class=\"wp-image-8160\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/B2EF2498-7AF3-408D-AEA4-20240E863AA9-1024x582.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/B2EF2498-7AF3-408D-AEA4-20240E863AA9-300x171.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/B2EF2498-7AF3-408D-AEA4-20240E863AA9-768x437.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/B2EF2498-7AF3-408D-AEA4-20240E863AA9.jpeg 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>The next action is&nbsp;\u201c<em>Create a file<\/em>\u201d from the SharePoint connector. Here you should define the Site address (name of your team in Microsoft Teams) and the document library. In addition, add the file name and the content using the dynamic content from the Outlook attachments.&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"581\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/C7708951-FF1F-4767-88EA-CBA8DDBCE924-1024x581.jpeg\" alt=\"file management Power Automate\" class=\"wp-image-8161\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/C7708951-FF1F-4767-88EA-CBA8DDBCE924-1024x581.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/C7708951-FF1F-4767-88EA-CBA8DDBCE924-300x170.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/C7708951-FF1F-4767-88EA-CBA8DDBCE924-768x436.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/C7708951-FF1F-4767-88EA-CBA8DDBCE924.jpeg 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>And it\u2019s done! Now, each email&nbsp;that&nbsp;contains&nbsp;attachments that appear in your Suppliers Outlook folder will run this flow.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/3B08A0D6-E123-4CBB-940F-9444B4858AB5-1024x583.jpeg\" alt=\"file management Teams\" class=\"wp-image-8162\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/3B08A0D6-E123-4CBB-940F-9444B4858AB5-1024x583.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/3B08A0D6-E123-4CBB-940F-9444B4858AB5-300x171.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/3B08A0D6-E123-4CBB-940F-9444B4858AB5-768x437.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/3B08A0D6-E123-4CBB-940F-9444B4858AB5.jpeg 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Now, there is no need to download&nbsp;files&nbsp;to&nbsp;your own device and upload&nbsp;them&nbsp;again into your Teams environment to share&nbsp;them&nbsp;with your colleagues. Automation will do it for you!&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"9-automatically-track-files-in-excel-using-the-power-automate\">Automatically track files in Excel&nbsp;using the Power Automate<\/h3>\n\n\n\n<p>Now let\u2019s say&nbsp;you\u2019re&nbsp;a&nbsp;project&nbsp;manager,&nbsp;and you need to track all project&nbsp;documentation. So how&nbsp;not&nbsp;miss new files related to your project?&nbsp;&nbsp;Let&#8217;s say, your teammates upload the files into a separate folder in your team. And you will need to keep updated on each new file. With the next flow, you can track the documents your team members share using&nbsp;an&nbsp;Excel&nbsp;spreadsheet.&nbsp;<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>First, you will need to create a new Excel table with the columns Title&nbsp;and&nbsp;Date&nbsp;where you will store&nbsp;all information about newly created files.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Next, start an automated cloud flow and choose the trigger \u201c<em>When a file is created in a folder<\/em>\u201d. Then define your team\u2019s name and the required folder where your teammates will share documentation.&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"584\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/E4561FAD-4F8B-4620-86A6-6E60A64CBF50-1024x584.jpeg\" alt=\"Sharepoint Power Automate\" class=\"wp-image-8164\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/E4561FAD-4F8B-4620-86A6-6E60A64CBF50-1024x584.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/E4561FAD-4F8B-4620-86A6-6E60A64CBF50-300x171.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/E4561FAD-4F8B-4620-86A6-6E60A64CBF50-768x438.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/E4561FAD-4F8B-4620-86A6-6E60A64CBF50.jpeg 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Then choose the Excel action \u201c<em>Add row into a table<\/em>\u201d. Here you should define the document library and the required Excel file.&nbsp;In addition, add the dynamic content to your table\u2019s columns.&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"585\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/223C50B7-BC19-4E15-B0C1-3708B89BA103-1024x585.jpeg\" alt=\"Excel Power Automate\" class=\"wp-image-8165\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/223C50B7-BC19-4E15-B0C1-3708B89BA103-1024x585.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/223C50B7-BC19-4E15-B0C1-3708B89BA103-300x171.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/223C50B7-BC19-4E15-B0C1-3708B89BA103-768x438.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/223C50B7-BC19-4E15-B0C1-3708B89BA103.jpeg 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>It\u2019s done! Now each time your teammates create a new file in the&nbsp;specified&nbsp;folder, a new row in your Excel file will appear automatically.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-1 is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"585\" data-id=\"8167\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/29A42C57-2922-42CA-8576-892D81A0F522-1024x585.jpeg\" alt=\"file management Teams\" class=\"wp-image-8167\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/29A42C57-2922-42CA-8576-892D81A0F522-1024x585.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/29A42C57-2922-42CA-8576-892D81A0F522-300x171.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/29A42C57-2922-42CA-8576-892D81A0F522-768x438.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/29A42C57-2922-42CA-8576-892D81A0F522.jpeg 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"585\" data-id=\"8168\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/985A83B9-E06D-4AB2-94A8-FE12E5CBF4D1-1024x585.jpeg\" alt=\"file management Teams Excel\" class=\"wp-image-8168\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/985A83B9-E06D-4AB2-94A8-FE12E5CBF4D1-1024x585.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/985A83B9-E06D-4AB2-94A8-FE12E5CBF4D1-300x171.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/985A83B9-E06D-4AB2-94A8-FE12E5CBF4D1-768x438.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/985A83B9-E06D-4AB2-94A8-FE12E5CBF4D1.jpeg 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/figure>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"has-text-align-center wp-block-heading\" id=\"10-structure-your-environment-with-teams-templates-and-file-cloning-\">Structure your environment with Teams templates and file cloning&nbsp;<\/h2>\n\n\n\n<p>Finally, lets discuss how automation can help you in improving your collaboration across the entire organization.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Suppose you are a project manager, and you need to create a team for each new project. Then you need to fully customize this team to simplify your project team\u2019s collaboration and make the project running successfully. It means you will need to create different channels, add team&nbsp;members, and integrate your everyday apps, such as Planner, SharePoint, etc. Moreover, there&nbsp;is&nbsp;essential project documentation that will help your team to collaborate on projects. For example, guidelines,&nbsp;milestone&nbsp;templates, codes of practice,&nbsp;and learning documentation.&nbsp;So,&nbsp;you will need to spend a lot of time creating this kind of team that can&nbsp;slow&nbsp;down your work processes. And what if you&nbsp;need&nbsp;to create dozens of these project management teams?&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"11-create-teams-from-the-template-with-cloned-files-and-folders\">Create teams from the template with cloned files and folders<\/h3>\n\n\n\n<p>Well, we have a solution. With Collaboration templates technology,\u00a0you can create\u00a0fully customized teams from templates in\u00a0just\u00a0a few minutes.\u00a0\u00a0<\/p>\n\n\n\n<p>As&nbsp;an&nbsp;Office 365 admin, you will be able to create your own Template&nbsp;Catalog where you can store the templates for each use case, including project management, sales deal room, department collaboration, and much more. <\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized is-style-default\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/11\/Group-389.png\" alt=\"\" class=\"wp-image-9968\" width=\"608\" height=\"458\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/11\/Group-389.png 810w, https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/11\/Group-389-300x226.png 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2020\/11\/Group-389-768x579.png 768w\" sizes=\"(max-width: 608px) 100vw, 608px\" \/><\/figure>\n\n\n\n<h3 class=\"has-text-align-center has-white-color has-text-color has-background wp-block-heading\" id=\"12-learn-how-to-define-microsoft-teams-use-cases-\" style=\"background-color:#34c1ee\"><a href=\"\/fr\/l\/how-to-define-microsoft-teams-use-cases\/\" target=\"_blank\" rel=\"noreferrer noopener\">Learn how<\/a> to define Microsoft Teams use cases&nbsp;<\/h3>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>And each time your end-users need a new team, they should go to the Template&nbsp;Catalog, choose the right&nbsp;template&nbsp;and get a team with the pre-built content. This feature&nbsp;allows you to structure your Teams environment across the entire organization and get the same level of execution from one team to another.&nbsp;&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2019\/11\/Project-Management-1024x683.png\" alt=\"project management templates Microsoft Teams\" class=\"wp-image-3661\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2019\/11\/Project-Management-1024x683.png 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2019\/11\/Project-Management-300x200.png 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2019\/11\/Project-Management-768x512.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"has-text-align-center has-white-color has-text-color has-background wp-block-heading\" id=\"13-build-your-first-microsoft-teams-template\" style=\"background-color:#34c1ee\"><a href=\"\/fr\/contact-our-team\/\" target=\"_blank\" rel=\"noreferrer noopener\">Construire<\/a> votre premier mod\u00e8le Microsoft Teams<\/h3>\n\n\n\n<p>&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Moreover, a team will be created with channels, tabs with apps, and cloned files and folders. It means you will avoid mess in your document&nbsp;library&nbsp;by creating a pre-built file management system&nbsp;for your future project management teams. In addition, you will save your worktime as there is no need to&nbsp;look for and&nbsp;upload your essential files manually.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:70px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><\/p>\n\n\n\n<p>Finally, with the custom connector, you can create different teams from the template with\u00a0document\u00a0libraries that vary from one team to another.\u00a0\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"640\" src=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/F6B4147B-7E71-4F11-B0B4-BA2BE33F6B10-1024x640.jpeg\" alt=\"salestim-connector-power-automate\" class=\"wp-image-6991\" srcset=\"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/F6B4147B-7E71-4F11-B0B4-BA2BE33F6B10-1024x640.jpeg 1024w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/F6B4147B-7E71-4F11-B0B4-BA2BE33F6B10-300x188.jpeg 300w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/F6B4147B-7E71-4F11-B0B4-BA2BE33F6B10-768x480.jpeg 768w, https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/04\/F6B4147B-7E71-4F11-B0B4-BA2BE33F6B10.jpeg 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>In this article we described how to improve your file management with Power Automate and Microsoft Teams.<\/p>\n\n\n\n<p><a href=\"\/fr\/get-started\/\" target=\"_blank\" rel=\"noreferrer noopener\">Book some time<\/a> with us&nbsp;to&nbsp;talk about your unique business case and will help you to improve your collaboration at scale!&nbsp;&nbsp;<\/p>","protected":false},"excerpt":{"rendered":"<p>One of the biggest advantages of using Microsoft Teams is the ability to collaborate with colleagues across the entire organization. This includes file sharing as well as&nbsp;document management. In fact, you can store your&nbsp;organizational&nbsp;files and work on documents in real-time without leaving Microsoft Teams environment.&nbsp;At the same time, you should have an efficient system of [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":8169,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[310],"tags":[279,280],"class_list":["post-8149","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-power-automate","tag-file-management-in-microsoft-teams","tag-microsoft-teams-with-power-automate"],"featured_image_src":"https:\/\/nboldapp.com\/wp-content\/uploads\/2021\/09\/AUTHORITY.png","author_info":{"display_name":"Alexandre Cipriani","author_link":"https:\/\/nboldapp.com\/fr\/author\/acipriani\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - 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