Teamflect's integration with Power Automate lets you automate many of your routine business tasks. This means you can set up systems that do some of your work for you, from scheduling feedback requests to updating goals.
Here’s a beginner-friendly guide on how you can link Teamflect with Power Automate to make your work life easier.
Setting Up the Integration
1. Get Your API Key from Teamflect
Before connecting Teamflect to Power Automate, you'll need something called an API key. This key is like a special password that allows Power Automate to securely access your Teamflect data.
Where to get it: Go to Teamflect API Key Generation.
This key will authenticate your Power Automate flows to access and interact with Teamflect data.
2. Connect to Power Automate
With your API key in hand, you’re ready to set up Power Automate.
1. How to start: Go to Power Automate at https://make.powerautomate.com/ and create a new flow.
2. Choosing a flow type: You’ll see options like Automated Cloud Flow or Instant Cloud Flow. Pick one based on what you need:
Automated Cloud Flow kicks in when specific events happen (like completing a task in another app, e.g., Microsoft Planner).
Instant Cloud Flow runs when you manually trigger it.
For further details on flow types, consult this Power Automate guide.
3. Configuration: After naming your flow and picking a starting event (trigger), you’ll add what you want the flow to do in the next steps.
4. Next, click “Create”, then input the required parameters for your trigger. Proceed to add an action by clicking the "+" icon.
5. Search for Teamflect in the actions marketplace, select an appropriate action, and configure your parameters to set up workflows that are triggered outside Teamflect but result in actions within Teamflect.
Click ''See more'' to have the full list of Teamflect endpoints.
Practical Examples
Feedback Automation: Automatically send feedback requests in Teamflect when a team member completes a project. This helps keep everyone in the loop and encourages continuous improvement.
Goal Updates: Keep your team's objectives updated without manual inputs. For example, after a strategy meeting, you could have goals updated automatically to reflect any new priorities.
Celebrating Achievements: Set up recognitions to be sent out automatically for significant milestones (E.g., reaching 100M USD ARR), boosting morale and engagement.
Task Management: Automate updates in Teamflect whenever there’s a change in project status or deadlines in your other work tools, ensuring everyone is on the same page.
User Information Sync: Automatically update user profiles in Teamflect when there are changes in other systems like HR databases, keeping all records consistent.
Important Note
To use Teamflect with Power Automate, a premium license for Power Automate is required. However, it's important to note that only the individual setting up the integration needs to have this premium license. For more details on licensing, you can refer to this Microsoft article.
Beneficial Use Cases
Case 1: Automated Feedback Requests
Automatically trigger feedback requests in Teamflect when certain milestones or performance thresholds are met. Use the /feedback/sendFeedbackRequest endpoint to send internal feedback requests directly from Power Automate flows based on project completions or periodic review schedules.
Case 2: Goal Management Automation
Utilize the /goal/createNewGoal and /goal/updateProgress endpoints to create and update goals dynamically. This can be particularly useful for aligning team objectives after strategic meetings or adjusting goals based on real-time business performance analytics.
Case 3: Recognition Automation
Create a system where recognitions are automatically generated using the /recognition/createNewRecognitions endpoint. For instance, recognitions can be sent automatically for work anniversaries, significant achievements, or the completion of key projects, enhancing employee motivation and engagement.
Case 4: Real-Time Task Updates
Leverage the /task endpoint to fetch and synchronize tasks across platforms. Automate task updates and notifications in Teamflect based on changes in project management tools or deadlines, ensuring everyone is aligned and informed.
Case 5: User Data Management
Automate the synchronization of user data using the /user/updateUser endpoint. This can be useful for updating user profiles in Teamflect whenever there are changes in other systems like payroll or HRIS, ensuring consistent data across all platforms.