Happy New Year, folks!
tldr; I'm hoping some of you can give me some pointers. I'm trying to create a flow to automate the setting up of a Team in MS Teams, add some standard files to the General channel, add a Planner (To Do) tab, and create a set of tasks - all based on some input from the user.
In more detail:
My team and I use MS Teams to centralise the process and documentation around the projects we run for clients. That means that we frequently set up Teams that have similar structure, file content, and scheduled tasks - which seems like an ideal candidate for automation. So I'm trying to learn Power Automate by doing that.
Here's the thing I'm trying to do, and some specific questions, although any guidance would be helpful:
I'd like anyone in my team to be able to trigger this flow from the press of a button. (Where to put that button? How to control rights to see/use it?)
When the button is pushed, I'd like the user to input some data - project due date, lead team member, other team members, client name, etc. (how to gather and validate that data? where to store it?)
Using the data, I'd like to automate the setting up of a Team (Team name built from project due date, and client name), assigning of owner and members to the team, copying some standard documents into the team's General files filesystem (where to store the standard documents, and how to copy them across?)
Then I'd like to add a Planner/To-Do tab, and set up some standard tasks with due dates calculated from the project due date (how to store the template tasks and relative task due dates?)
I feel like this should be fairly basic stuff, but I'm trawling through the documentation and suffering from information overload - I'd be really grateful for any pointers about how to tackle this, or where to find specific relevant info/tutorials 🙂
Many thanks!