Microsoft Flow

Build it with Microsoft Flow: Get a notification when your manager posts in Yammer

yammerWe’re all busy at work, and staying up-to-date on new posts in our favorite Yammer groups isn’t easy. Fortunately, Microsoft Flow can help! I previously shared a blog post on using Flow to monitor Yammer and send email notifications when a specific “watch word” was used. Now let’s take look at another common scenario: setting up Flow to send you an email each time your manager posts in Yammer.

Here’s an overview of what the flow looks like:

Yammer manager flow-01

And here are the steps to re-create the flow:

  1. Create a new flow from blank (aka not from a template).
  2. Add the trigger When there is a new message in a group.
  3. In the Group Id field, select the name of the Yammer group you want to monitor.
    Note: This flow doesn’t monitor multiple Yammer groups at once; it triggers to run when a new message is posted in a single Yammer group. If you’d like to run this flow across multiple Yammer groups, you’ll need to copy your completed flow and create a new flow for each group you want to monitor. The process for copying your finished flow is provided in step 22. 
  4. In the Network Id field, select the name of your Yammer network.
  5. Add the Get user details action. In the User ID field, add the Message List Message Sender field. (This action pulls the email address for the user who posted the Yammer message.)
  6. Add the Get my profile action. (This action obtains your email address and identifying information. You’ll need this to pull your manager’s information and configure your email notification later in the flow.)
  7. Add the Get manager action. In the User field, insert the dynamic content User Principal Name. (This action obtains your manager’s email address.)
  8. Add the Compose action. You’ll be using this action to translate your manager’s email address into all lowercase letters. Odd I know, but this ensure you don’t have any capitalization-based mismatches in your flow.
  9. Place your cursor in the Compose action Inputs field.
  10. Click the Expression option in the config box.
  11. Under the String functions header, choose toLower(text). If you don’t see the toLower option, click the See more link in the String functions header bar.
    Yammer manager flow-02
  12. Click the Add dynamic content option in the config box.
  13. Under the Get manager header, choose Mail.
    Yammer manager flow-03
  14. Click the blue OK button to save your expression.
  15. Add a Condition action.
  16. In the Value box, add the Yammer User Email field.
  17. In the Choose a value box, add Output.
  18. Add a Send an email action in the If yes box.
  19. In the To field of your email, insert the Get My Profile Mail dynamic content. You may need to select “See more” under the Get my profile header to see the Mail content.
  20. Add additional details for your notification (e.g. subject line, email verbiage, etc.).
  21. Save and test your flow.
  22. Optional. If you’d like to set up this flow for a second Yammer group, follow these additional steps:
    1. Go to the information page for your flow.
    2. Click on the More dropdown and select Save As.
      Yammer manager flow-04
    3. Specify a name for your copied flow and click Save.
    4. Return to your My Flows page and edit your newly-copied flow. Update the Yammer group identified in your trigger, save the flow, and turn on the flow.
    5. Repeat step 22 for each Yammer group you want to monitor.

That’s it! I’ll now receive an email each time my manager creates a Yammer post in my Microsoft Flow Yammer group.

Sharing your new flow:
Now that you’ve created your flow, it’s time to think about sharing it with others in your organization.

Build it with Microsoft Flow: Get a notification when a “watch word” is mentioned in Yammer

yammerIf your organization uses Yammer to drive information sharing and employee knowledge transfer, you have a potential treasure trove of great content. But staying up-to-date on Yammer conversations can be tough, particularly when you’re running from meeting to meeting. It’s easy to miss key Yammer posts, even if you subscribe to email notifications.

Fortunately, Microsoft Flow can help! Let’s say you want to monitor a particular Yammer group for one or more “watch words.” When a message that contains the watch word is posted on Yammer, you’d like Microsoft Flow to send you an email notification. This functionality enables you to audit Yammer groups for the content you’re most interested in.

Here’s an overview of what this flow looks like:

Yammer watch word-01.png

And here are the steps to re-create the flow:

  1. Create a new flow from blank (aka not from a template).
  2. Add the trigger When there is a new message in a group.
  3. In the Group Id field, select the name of the Yammer group you want to monitor.
    Note: This flow doesn’t monitor multiple Yammer groups at once; it triggers to run when a new message is posted in a single Yammer group. If you’d like to run this watch word flow across multiple Yammer groups, you’ll need to copy your completed flow and create a new flow for each group you want to monitor. The process for copying your finished flow is provided in step 15. 
  4. In the Network Id field, select the name of your Yammer network.
  5. If you’d like your watch word email notification to include the name of the person that posted the Yammer message, add the Get user details action. In the User ID field, add the Message List Message Sender field.
  6. Add the Get my profile action. This action obtains the SMTP email address for the current user (e.g. john.doe@mycompany.com). You’ll use this SMTP email address to configure your email notification.
  7. Add a Condition action.
  8. In the Value field, add the Message List Message Body Text field.
  9. Change the is equal to field to contains.
  10. Type your watch word(s) in the Choose a value field. In the example flow shown above, my watch word is PowerApps.
  11. Add an action in the If yes box. Since I wanted to send an email notification when my watch word was used, I added the email action.
  12. In the To field of your email, insert the Get My Profile Mail dynamic content.
    Note: You may need to select “See more” under the Get my profile header to see the Mail content.
  13. Add additional details for your notification (e.g. subject line, email verbiage, etc.).
  14. Save and test your flow.
  15. Optional. If you’d like to set up your watch word flow for a second Yammer group, follow these additional steps:
    1. Go to your flow’s information page.
    2. Click on the More dropdown and select Save As.
      Yammer watch word-02.png
    3. Specify a name for your copied flow and click Save.
    4. Return to your My Flows page and edit your newly-copied flow. Update the Yammer group identified in your trigger, save the flow, and turn on the flow.
    5. Repeat step 15 for each Yammer group you want to monitor.

Now that my flow is built, I receive an email notification like the one shown below each time the watch word PowerApps is mentioned in my Microsoft Flow Yammer group:
Yammer watch word-03.png

Sharing your new flow:
Now that you’ve created your flow, it’s time to think about sharing it with others in your organization.

Credits (and a few words of encouragement):
If you’re working with Microsoft Flow and are having a hard time figuring out how to build the workflows you need, don’t despair! When I first started trying to build this “watch word” flow, I got completely stuck. I couldn’t figure out how to build it without complicated formulas or JSON. Many thanks to Jon Levesque, Marcel Haas, and many others on Twitter for jumping in and teaching me a better way to go about it!

Requesting sign-off approvals on your OneDrive files

Microsoft has integrated out-of-the-box Microsoft Flow templates directly into OneDrive! With the new Request sign-off template, you can easily send your OneDrive files out to co-workers for review. You’ll be able to specify who the reviewer(s) are at the start of the workflow. You’ll be notified via email once one of the reviewers has approved the file.

Let’s walk through how the new flow template works:

  1. Select the file you want to route for approval.
  2. Go to the Flow dropdown in your menu bar and select Request sign-off.
    oob-flow-01
  3. When the flow panel opens, click Next.
    oob-flow-02
  4. Type in the name(s) of the people you’d like to review your document. If desired, type in a custom message for your reviewers.
    OOB-flow-03.png
  5. Click Run flow to execute your new workflow.
  6. Your reviewer(s) will receive an email notification that a document is pending their review.
    OOB-flow-04.png
  7. You’ll be notified via email when your file is approved or rejected.
    OOB-flow-05.png

Timing for this new feature:
This new out-of-the-box Flow template began rolling out to Office 365 tenants in December 2018.

The new “Send a copy” feature in Microsoft Flow

In January 2019, Microsoft announced the new Send a copy feature in Microsoft Flow. With Send a copy, you can quickly and easily share a copy of your flow with others in your Office 365 tenant. You can Send a copy of your flow from two different locations:

The options menu on your My flows page:
Yammer watch word-09.png

Or from the flow properties page:
Yammer watch word-08.png

Once you select Send a copy, a configuration pane displays. You can customize the title of your flow, add a description for it, and specify the name(s), email address(s), or security group(s) you want to share with. Remember: You can only send a flow to others in your same Office 365 tenant. You cannot use Send a copy to share flows across tenants.

Once you’ve finished entering all your flow copy details, click Send.
Yammer watch word-04

The recipient(s) will receive an email indicating a flow has been shared with them. The user(s) can also go to the Shared with me tab on their flow template gallery to see and use their copy of the flow.
Yammer watch word-05.png

Once the recipient(s) creates a new flow from the template that was shared with them, they’ll be able to customize it. IMPORTANT: No link is retained between the original flow and the version that is shared. The flows operate independently and can be customized at will.

So how well does the feature work?
Save a copy provides a quick and easy method for sharing flows between users. It’s relatively easy to use (both for the sharer and the recipient), and I love the new Shared with me template gallery tab in Microsoft Flow.

But at its core, the Save a copy feature is a one-time content push. Copied flows do not remain connected, and sharing only happens unidirectionally. A user you shared a flow with cannot, for example, iterate on your flow and dynamically share their updates with you. They can Save a copy of the updated flow and send it to you, but you’ll need to create a new instance of the flow to see the changes made.

The Save a copy feature also doesn’t allow for flow template browsing. Users are unaware of flows their co-workers have created; they can only see flows that have been manually shared with them. If you’re looking for a more robust method for sharing flow templates internally, check out my series on driving Microsoft Flow adoption with the creation of an internal organization-level template gallery. (Credits to Daniel Glenn for partnering with me on this solution.)

The bottom line:
Save a copy provides a quick and easy way to share flows with individuals or security groups. While there are limitations for its use (e.g. it’s a content “push” instead of a browse-and-reuse option), it can be used to create one-off flows in only a few clicks.

Using Microsoft Flow & Azure Cognitive Services to automate sentiment analysis of Yammer posts

yammer sentiment flow-14

As an Office 365 product manager and corporate evangelist, I’m responsible for engaging users and driving adoption of Microsoft Collaboration tools. Measuring the saturation and use of Office 365 is a key part of my role. Yes, I regularly review Office 365 usage metrics for high-level trending. But metrics alone don’t tell the story of user satisfaction and adoption. In order to build better training and adoption programs, I need to understand why my dedicated users love the tools and why others remain resistant.

Many companies rely on surveys to gather end-user feedback. While surveys are useful for gathering specific types of quantitative data, surveys are one-dimensional. You can’t dynamically ask follow-up questions to learn more about specific survey responses, and you can only capture a limited set of data points. Innovation games enable you to gather a much broader set of quantitative and qualitative user data, but require an investment of time to facilitate games and distill the results. For best results, I recommend a multidisciplinary approach that leverages Office 365 usage statistics, user survey responses, innovation games data, user testimonials, etc. to measure user satisfaction. 

With the release of artificial intelligence (AI) and machine-learning algorithms, we also have the ability to gather user sentiments automatically. If your organization uses Yammer to drive employee engagement and empower open dialogue, you have a wealth of user data that can be analyzed. With Azure Cognitive Services and Microsoft Flow, you can perform automated sentiment analysis of your Yammer group posts. Sentiment scores for each Yammer message can be stored in SharePoint and visualized for trending analysis via Power BI. You can even send push email notifications to your Office 365 administrators or Corporate Communications team when strong positive or negative messages are posted in Yammer.

Chris Bortlik, Principal Technical Architect for Microsoft, recently shared a blog post on Yammer sentiment analysis. I used Chris’ model, with a few modifications, to gather and report on Office 365 user sentiment.

The scenario:
My organization leverages a Microsoft Flow Yammer group to foster employee conversations and questions/answers about flow. We want to monitor the Microsoft Flow Yammer group using sentiment analysis so we can:

  • Identify negative flow Yammer posts that require follow-up
  • Identify positive Yammer posts that can serve as user testimonials or references
  • Define trends in our Microsoft Flow Yammer posts (e.g. daily/weekly/monthly positive and negative trends, overall positive or negative sentiments for flow, etc.)
  • Validate the success of our Microsoft Flow education and adoption program (e.g. confirm we’re seeing growth in the volume of positive flow Yammer posts over time)

The setup:
Follow the steps outlined below to set up automated Yammer sentiment analysis.

Step 1: Confirm you have a Cognitive Services Text Analytics Account. In order to set up this solution, you will need a Cognitive Services account key and a root site URL.

Step 2: Create a SharePoint list to store your Yammer sentiment analysis scores. Flow will create a new item in your list for each Yammer message it analyzes. Here’s a list of the custom columns I added to my list:

  • Score – Number column; stores the sentiment rating for each Yammer message
  • Message link – Hyperlink column; stores a link to the rated Yammer message
  • Posted by – Person/Group column; stores the name of the person that posted the Yammer message
  • Thread ID – Single line of text column; stores the Yammer thread ID for the message. Enables you to sort, filter, and group sentiment scores for a given Yammer thread (including original message and replies).

Azure Cognitive Services will provide a numeric sentiment score between 0 and 1 for each Yammer message it analyzes. The more negative a Yammer message is, the closer to 0 its score will be. More positive messages will receive a rating closer to 1.

Here’s a screen shot of my SharePoint list. Each list item represents a rated Yammer message:
Yammer sentiment flow-11.png

Step 3: Identify the Yammer group you want to perform sentiment analysis on. You can set up sentiment analysis for multiple Yammer groups, but each will require a separate flow process. I also recommend setting up a different SharePoint list to hold sentiment scores for each of your Yammer groups. (Having different SharePoint lists enables you to set up different trending reports on Yammer group sentiment.)

Step 4: Create your Microsoft Flow. I created my flow from scratch (not using a template). Here’s a quick breakdown of the flow conditions and actions:

  • When there is a new message in a group – Detects when a new Yammer message is posted in my Yammer group
  • Get user details – Pulls Yammer user profile details. (Enables us to capture the full name and email address for the person posting the Yammer message.)
  • Detect Sentiment – Calls the Azure Cognitive Services API so it can calculate a sentiment score for the Yammer message
  • Create item – Creates a SharePoint list item for the Yammer message being analyzed
  • If the comment is negative – Sends an email to my Office 365 admin team if the sentiment score for a Yammer message is ≤0.3.
  • If the comment is positive – Sends an email to my Office 365 admin team if the sentiment score for a Yammer message is ≥0.7.

Step 5: Create Power BI report(s) to visualize your Yammer sentiment scores. Published reports can be rendered in your SharePoint Online Communications or Team sites using the Power BI web part. For help in setting up sentiment analysis slicers, check out this DataChant blog post.

Here’s a sample dashboard that shows Yammer sentiment data for my Microsoft Flow Yammer group:

yammer sentiment flow-14

Step 6: Distill the results. Once you start calculating Yammer sentiment and have reports to visualize the data, you can analyze the results and follow up where needed. Here are a few ideas to get you started:

  • Break down negative Yammer posts (e.g. posts with a score ≤0.3) by user. Schedule follow-up meetings with Office 365 end-users that consistently post negative messages. The goal is to ask questions and understand the pain points the users are facing. Perhaps they have hardware or network issues that impact their productivity. Or maybe they’re having issues with Microsoft Flow and need a coach/mentor to spur their learning. Having one-on-one dialogues provides the opportunity for candid feedback and enables you to make a difference in the user’s productivity and technology experience.
  • Identify Office 365 enthusiasts. Break down Yammer posts by volume or by high sentiment average in order to find power users across your organization. Set up meetings with these enthusiasts to understand how they leverage Office 365. Incorporate them into your user group or internal community and support them in their growth. These enthusiasts can become your Office 365 evangelists!
  • Monitor the volume of Yammer posts in your group. Build a gauge that shows your number of Yammer messages month-to-date and identifies progress towards your monthly Yammer message goal. Keeping an eye on your total posts month-to-date and year-to-date will help you monitor use over time and highlight areas you may need to invest additional time and adoption efforts in.

yammer sentiment flow-15

  • Optimize your communications. If one of your Office 365 admin resources has consistent negative Yammer sentiment scores, have them evaluate the verbiage they’re using. Slight wording changes can change the tone of their messages, increasing Yammer sentiment scores and better engaging with end-users.
  • Take a health pulse. Build trending visuals that show average post volumes and sentiment averages by week or month. If you start seeing spikes on volume of posts and/or significant changes in your sentiment averages, it’s time to dig deeper. Perhaps you’re seeing a spike in interest in PowerApps after a compelling user group presentation or have network bandwidth issues that are causing issues. Either way, Yammer sentiment analysis can be your early warning indicator that something has changed.

Creating a custom Microsoft Flow template gallery for your organization (part 2)

This flow internal template gallery was designed and built in partnership with Daniel Glenn, Office Apps & Services MVP. For more information about the template gallery solution we developed, check out Daniel’s blog post and his Microsoft Ignite 2018 session.

In my earlier post, I laid out a business case for creating an internal Microsoft Flow template gallery for your organization. The internal template gallery enables you to build and share custom Microsoft Flows within your Office 365 tenant. The gallery ensures company data and internal data connections in your flow templates are secure, while safely enabling your users to pool their collective knowledge and avoid re-work in building flows. You can also create a formal approval process for internal flow templates. The process ensures that flow templates are reviewed for accuracy and are appropriate for internal sharing.

But we don’t have to stop there. We can take this template gallery idea several steps farther by creating a Microsoft Flow Resource Community. The resource community can serve as a self-service gathering place for Microsoft Flow users in your organization, complete with links to training resources, Yammer discussion groups, your internal template gallery, etc. The resource community will:

  • Promote the use of Microsoft Flow by providing “getting started” materials for new users and a place for advanced users to share what they know
  • Support open dialogue and troubleshooting of flow issues
  • Prevent users from having to “recreate the wheel” by enabling easy re-use of flow templates
  • Provide a browsable interface for reviewing and downloading flow templates
  • Enable the submission and approval of flow templates for internal sharing
  • Drive engagement and adoption by providing a “community space” for Microsoft Flow

We recommend building your Microsoft Flow Resource Community on a SharePoint Online Communications site. You’ll want to customize the contents of your resource community, but here’s a list of suggestions to get you started:

  • Links to internal and external Microsoft Flow resources (e.g. 100-level introduction to flow, Microsoft’s flow guided learning site, the official Microsoft Flow team blog, and the Microsoft Flow Community).
  • Events calendar that highlights flow and other Office 365 learning opportunities
  • Microsoft Flow internal template gallery
  • Instructions on how to download flow templates from the gallery and leverage them to deploy new flows
  • Live display of Yammer conversations related to Microsoft Flow
  • Links to your Microsoft Flow governance policies
  • Information on where people can go to get advanced flow help

Most important–make the site relevant, engaging, and full of great flow content!

Now that we know what a Microsoft Flow Resource Community is, let’s take a look at a sample site.

The home page
We wanted a graphic, engaging home page for our Microsoft Flow Resource Community. The hero web part at the top of the page contains links to various flow learning resources. The remainder of the page includes our flow template catalog, a display of our Microsoft Flow Yammer group, and a list of upcoming Office 365 events. (Note: We elected to use the classic Yammer web part on our site because it enables full engagement. Users can like and comment on Yammer posts directly from the resource community without having to open Yammer in a new browser tab. For more information on the available Yammer web parts and the differencees between them, see my Yammer web part blog post.)

Flow_resource_community_01

Our flow template catalog is built using a series of News pages–one page for each flow template. News pages are stored in the Site Pages library, and the catalog is displayed on the site home page via the News web part. To help users quickly see which app(s) are included in the flow template, we added an app graphic to each template news page.

Let’s take a look at one of our template news pages in more detail. The banner across the top of the page displays the name of the flow template and the related app(s) the flow uses. Screen shots of the flow are displayed on the left, along with a clickable link to download the flow ZIP file template. A detailed description of the flow is provided on the right. The description pages for all flow templates include the same standard information–a description of how the flow works, a list of the required Office 365 or external application connections that the flow requires (e.g. a valid OneDrive account, a valid Box account, etc.), and a link to instructions on how to use the flow template ZIP file. A comments box at the bottom of the page enables users to comment on each of the templates.

Flow_resource_community_02

If you want to enable all Microsoft Flow users in your organization to submit workflow templates to your gallery, you may want to consider building out a review and approval process. Consider your must-have safety controls and review requirements as you build out this gatekeeping process. While governance is important, all governance policies and procedures should drive innate value.

We hope this Microsoft Flow Resource Community sparks your creativity. Best of luck in creating a site of your own!

Previous posts in this series:

Driving adoption of Microsoft Flow

Depositphotos_70209473_originalIn the land of Office 365, Microsoft Flow users are unique. While most of your users may use Outlook for email, OneDrive for file storage, and Microsoft Teams for intra-team collaboration, not all your users will create and leverage flows. Your approach to Microsoft Flow user adoption needs to account for this uniqueness. While you can launch broad Office 365 awareness campaigns, you will need to create a targeted adoption model just for Microsoft Flow.

Your user adoption campaign should focus on 4 key goals:

  1. Make flow relevant. Show your users how Microsoft Flow can help them meet their business goals. Making flow relevant to their daily work lives will drive home the why.
  2. Make flow achievable. Some innovators may start using Microsoft Flow based on word-of-mouth discussions or native curiosity about what the app can do. But the vast majority of your users will need help breaking through the conceptual barriers to using flow. They need an easy way to learn the basics, easy wins that can boost their confidence, and a method for getting peer or expert IT support as they start building more advanced workflows.
  3. Give your users a running start. Teach your users how to leverage Microsoft’s existing flow template gallery. And to drive stronger adoption and greater ROI, consider building out a series of company-specific flow templates that can be re-used internally.
  4. Make them shine. Provide your users with the educational materials and coaching they need to build flows that will make a difference and drive business value. Turning new flow users into flow superheroes will ensure continued adoption.

Planning for your flow user adoption campaign
To get started, you will need to clearly identify your target audience. I recommend creating formal personas for each of the key user groups you believe will leverage Microsoft Flow. You may have a business user, for example, that creates flows to help drive departmental process improvements. You may have a developer that creates flows as part of an agile engineering team. Identifying key types of flow users, documenting the reasons why they would leverage flow, and identifying their technology learning preferences will lay the groundwork for your custom user adoption campaign.

Once you identify your user personas, start building a target estimate for flow user volume. The estimate should project the rate at which users will start leveraging flow. If you have 1,000 Office 365 users, for example, you may target having 10% of your users adopt Microsoft Flow within the first 12 months. Your flow user adoption plans should account for driving this user growth, and monthly checks should be performed to measure your adoption efforts against your defined goals.

Now that you’ve identified your target adoption rate, it’s time to start building your flow user adoption campaign. It’s vital that you design your campaign to reflect and complement your organization’s culture. Look at programs that have succeeded or failed in your organization and unpack the key lessons learned. Determine what types of education and communication initiatives work well in your organization. If employees at your company don’t engage with or read news stories published on your company intranet, then publishing mass-market intranet articles about flow will not yield much success. If brown bags are popular, consider hosting targeted lunch and learns for each of your core Microsoft Flow user personas.

You also need to determine how to invest your valuable time and user adoption efforts. As I explain in Change by color: The secret of green dots, yellow dots and red dots, some of your users will readily accept change and be driven to adopt new technologies based on an intrinsic desire to learn and grow. Invest in these change adopters, but don’t overcommit your time. Target your efforts on the users that are slower to adapt but are still willing to change and learn new technologies.

Once you’ve defined your user personas and built specific user adoption campaign ideas that fit your corporate culture, you’re ready! Identify business needs and existing work processes that can be improved using Microsoft Flow. Leverage these opportunities as “starter projects” that will show of flow’s capabilities. Ensure you’re working alongside key influencers and innovators on your business teams for these starter projects. You want to engage with users that embrace technology and are quick to adopt. They’ll be willing to hear new ideas and, if they’re successful, will be able to evangelize flow’s capabilities. If you have resources that are already knowledgeable about Microsoft Flow (e.g. pilot testers or members of IT), introduce them to key business users and foster peer mentorship opportunities.

Most importantly, remember that flow user adoption isn’t a one-time project. In order for flow user adoption to become a reality, you need to treat it as an ongoing service. And yes, you’ll need to build, evolve, and drive your adoption program from now until the day you stop leveraging Microsoft Flow. Even the most successful adoption programs will die without dedicated attention and fresh ideas.

Other posts in this series:

 

Creating a custom Microsoft Flow template gallery for your organization (part 1)

Microsoft Flow comes with a wide array of templates you can use and customize to build the workflow capabilities you need. The templates serve as both a quick-start guide and a learning tool. You can use the templates as-is or review the templates to see how others have built custom flows. You can share flow templates you create by submitting them to Microsoft’s template gallery. If Microsoft approves your flow, it will be made available to all flow users.

FlowResourceCenter_08

Microsoft Flow template gallery

But what if you want to share Microsoft Flow templates internally within your organization? Microsoft’s flow template gallery is open to the public, and doesn’t provide any safeguards for securing your internal company data or custom internal data connections. But since Microsoft Flow enables you to export and import workflows, you can build your own custom flow template gallery in SharePoint Online. You can use your gallery to:

  • Provide a browsable interface for reviewing and downloading flow templates
  • Enable the submission and approval of templates for internal sharing
  • Provide a community space where you users can access flow how-to videos and share learnings with others
  • Give your Office 365 users a jump-start for learning Microsoft Flow

In the coming weeks, I’ll be publishing a series of blog posts with recommendations on building an internal flow template gallery in SharePoint Online. I’ll also share ideas on driving adoption of Microsoft Flow. (Hint: Flow isn’t like Teams or email. Your flow users are unique, and your flow adoption plan needs to be targeted and specific as well.) I also recommend checking out Daniel Glenn’s Ignite 2018 session THR1111 – Creating a custom Microsoft Flow template gallery in SharePoint. The session provides background information on how an internal gallery can support flow usage. Thanks to Daniel for partnering with me on our concept and design for this internal flow template gallery.

Other posts in this series:

Welcoming the magic of Flow to OneDrive

January 2019 update:
Out-of-the-box Microsoft Flows are now available in OneDrive! Microsoft has integrated two new flows into the OneDrive interface–Copy as a PDF and Request sign-off. The Copy as a PDF flow replaces the custom flow solution outlined in my blog post below. Saving documents as PDF files in OneDrive is now easier than ever before. Simply select the file and start the Copy as a PDF flow. That’s it!

Original post:
In November 2017, Microsoft released its integration between Flow and OneDrive. Users can now create flows in OneDrive that will perform actions on OneDrive documents or folders. There are a wide variety of flows you can create, including:

  • Saving a copy of email attachments to a specified OneDrive folder
  • Routing OneDrive file(s) for approval
  • Sending OneDrive file(s) to other users
  • Sending links to OneDrive file(s)
  • Requesting feedback on OneDrive file(s)
  • Sending OneDrive file(s) to Microsoft Teams
  • Setting up alerts when new document(s) are uploaded
  • Searching for files in a given OneDrive folder
  • Copying OneDrive files
  • Converting OneDrive files to PDF
  • And more….

Because I present at multiple conferences/events per year, I wanted to test the capability of using Flow to convert my PowerPoint files to PDFs for easy sharing with conference attendees. I set up a flow in OneDrive to perform a PDF conversion on whichever files I select. I was able to use one of Microsoft’s standardized templates for the flow, with only a couple of minor tweaks.

Here are the steps to re-create this PDF conversion flow:

  1. Open OneDrive.
  2. Click on the Flow link in the OneDrive ribbon and select Create a flow.
    Flow_OneDrive_01
  3. When the window of flow templates appears, select the Convert selected file to PDF option.
    Flow_OneDrive_02If this is your first time using Flow, you’ll be asked to choose your country and click on the Get started button.
  4. You’ll be taken to a detail page that has information on the Convert selected file to PDF template. If this is your first time using Flow, you may be prompted to sign in and authenticate to OneDrive so the flow can be built. Simply click the Sign in button to log in. Once you’re logged in successfully, the Sign in button will be replaced with a Continue button. Click Continue to start working on your flow.
    Flow_OneDrive_03
  5. The template will populate, showing you all the preconfigured options for your flow. The flow is designed to save the selected file in PDF format and upload it to the root of your OneDrive folder structure. These default options are good, but I opted to make two changes to my flow:
    1. I clicked into the Flow name field and re-named my flow to PDF converter flow. This is the name that will show up in my menu of flows to run in OneDrive.
    2. I wanted all my converted PDF files to be stored in my OneDrive Presentations folder. To configure this option, I opened the Create file step and specified the creation folder path of /Presentations. (Note: If you choose to use a custom folder to store your PDFs, you must create the folder in OneDrive before you can specify the folder name in your flow.)
    3. Once these changes were made, I clicked on the Create flow option to create my new flow:
    4. Flow_OneDrive_04.png
  6. Once my flow is created, I’m taken to the complete screen. All I need to do is click Done to exit.
    Flow_OneDrive_05
  7. Now I’m taken to the overview page for my new flow. I can see that this flow is turned on and is set up to run on my OneDrive account. I also see a run history box. An audit record for each run of this flow will be recorded in the run history.
    Flow_OneDrive_06
  8. Now I’m ready to return to OneDrive and test my new flow. To do this, I navigated back to OneDrive, selected the file I wanted to convert to PDF, clicked on the Flow dropdown menu and selected my new PDF converter flow.
    Flow_OneDrive_07
  9. After waiting 5-10 seconds, I refreshed my page and there’s my new PDF!
    Flow_OneDrive_08

A few lessons I learned during the process of setting up this new flow:

  • Neither the free version of Flow nor the E1 tenant license supports PDF document conversions. While the free version of Flow and my E1 tenant could be used to create other flows, the PDF converter required at least an E3 Flow license.
  • The PDF conversion flow can’t be run against multiple files at once. I had to start the PDF converter flow for each file individually.
  • PDF conversion speeds are variable based on file size. A 51MB PowerPoint file took almost a minute to convert. Small PowerPoint files converted in under 8 seconds.

If you’d like more information on the integration between Flow and OneDrive, read the blog post announcement from the Flow team.