Is there a way to send recurring polls to an individual, group or channel on teams using automate?

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Posted on by Community Power Pla...

This is the use case -

- Automatically (and recurringly) send a poll (or actionable messages to get responses),

- Either to a group of individual chats, group chat or channel,

- And record in excel, individual responses from the users who reply while record a "no reply" from those who choose to ignore for a certain period of time (timeout)

- Email this excel to either an email or DL List.

I am lost on how to achieve this entirely. I'm able to send a recurring message on Teams group chat with Rich Text formatting but I don't know how to pose it as a question with multiple choice options and record responses for analysis. I noticed that Polls is not showing up in flow creator in Power Automate. Forms is not an option because it takes the user to a webpage or similar interface while the idea is to stick to the chat screen either in individual chat or group chat or channel.

Would appreciate help on the same please. In case Automate cannot achieve the flow then can power virtual agents or something similar achieve it?

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Pstork1 68,707 Most Valuable Professional on at

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The easiest way to do this would be to create the poll using MS Forms and then have a recurrence flow that periodically sends a message to people in a Teams channel asking them to repond using the form. Then include the URL of the form in the message. Have that flow record all the people who you sent the message to with a status of no reply and the date. Then have another flow that updates those records as the form responses are received. When you are ready to close the response window have another recurrence flow that sends the excel file out.

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Community Power Pla... on at

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Thanks for your reply. As mentioned in the original post, Forms is not something under consideration primarily because it can't serve the experience inside the chat window. User will have to navigate to the form via the message if I understand it correctly? Think of the Polls app or an adaptive card which serves the question and the actionable options within the chat window itself for a quick update. Please let me know if any part of this is not clear so I can elaborate further perhaps. However if this experience can be achieved with Forms then I would appreciate some resources like videos or articles that I can go through to quickly achieve it.

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Pstork1 68,707 Most Valuable Professional on at

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Then your only choice will be to create an adaptive card to represent the poll and when it is returned send the results to a flow for processing. Other than using an adaptive card for the polls the rest should be essentially the same. But it will be a much more complex process, to create the card, send it, and retrieve the results. You are correct that using a Form for the poll would not take place inside the chat window.

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VictorIvanidze 13,073 on at

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Hi @Anonymous
did you see this: Introducing Scheduling poll in Outlook ?

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Community Power Pla... on at

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I didn't know about this so I checked it out and no it doesn't come close to what I'm describing as an use case above. Ideally, what I have described there is a very straight forward and simple business case where I want to automatically send a question with multiple options to a bunch of people on Teams and record the response. I thought this is much easier than so many other templates available in Power Automate

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Community Power Pla... on at

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In a group chat setting or on a channel in Teams will the adaptive card handle individual responses from each member? I read somewhere that it can only accept a single response which would ideally mean either the response from first member only or that you can't change your response. Any clue what could it be or any limitation that you know of going that way? Weird that how come this is not a standard workflow or template available already as a single flow.

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Community Power Pla... on at

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Anybody else reading this has any ideas or guidance? Any suggestions if I can tag somebody specific to bring their attention this question please?

Since I last posted, I have made some progress. Please refer to the screenshots below.

This is the flow.

The output on a Teams Channel where I am testing it

The missing bit
How can I see or visualize the response. Example - any way to email it in the email body or as an excel with the name (or another unique identifier) of the respondent?
Right now the channel has just me as a participant. If it was a multi participant channel will the poll be able to collect a response from everybody atleast once?
How to timeout the poll after a specific time and capture the responses of those who did not select an option under a generic option?

Would appreciate any help on the same.

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Anonymous221 4 on at

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Curious as to whether you were able to achieve this use case? The requirements you listed are exactly the ones that I have.
- Automatically (and recurringly) send a poll (or actionable messages to get responses),
- Either to a group of individual chats, group chat or channel,
- and record in excel, individual responses from the users who reply while record a "no reply" from those who choose to ignore for a certain period of time (timeout)
- Email this excel to either an email or DL List.

Was this reply helpful? Yes No