Sync GUIDEcx Note to Microsoft Teams Message Recipe

Share GUIDEcx project notes to a channel in Microsoft Teams.

Stacey Hatch avatar
Written by Stacey Hatch
Updated over a week ago

Recipe Overview

When a project note is added in GUIDEcx that is public or contains #teams, Workbot will share the content of the note as a message to the configured Teams channel.

Note: This recipe shares notes from GUIDEcx to Microsoft Teams. For users to be able to respond in Microsoft Teams and have it send to GUIDEcx, you will need to install the Sync Microsoft Teams Message to GUIDEcx Note recipe.


Integration Setup

Installing the Recipe

Prerequisites: Workbot installed in your Microsoft Teams instance (installing workbot requires Application Administrator, Cloud Application Administrator, Global Administrator, or Privileged Role Administrator permissions in Microsoft Teams). See this article for more information on Workbot.

Follow the steps outlined in the video below to install the recipe:

Configuring Individual Steps

Step 4: Post message to user as Workbot

Step 4 requires that a message recipient be specified. You can toggle between selecting a channel from a list or entering a custom value.

Follow these steps to have all project notes shared to the same Teams Channel:

  1. Click on the Action.

  2. In the Setup Tab of the Configuration Pane, scroll to the Message recipient section.

  3. Toggle the first dropdown to "Select from list."

  4. Select the Channel you wish to have notes posted to from the list.

Additionally, with step four you can adjust the contents of the message (See the Optional Step 4 configuration to learn how).

(Optional) Step 1: Webhook in GUIDEcx

By default, the recipe will only trigger if the note added is Public or if it contains "#teams" as part of the message. This can be customized.

Follow these steps to edit the trigger phrase used within the recipe:

  1. Click on the Action.

  2. In the Setup Tab of the Configuration Pane, scroll down to the trigger conditions. In the first trigger condition update the value to the desired phrase.

Note: The value used in the trigger condition needs to be all lowercase. This is because the trigger is converting the contents of the note to all lowercase before checking if it contains the trigger phrase.

(Optional) Step 4: Post message to user as Workbot

In addition to specifying where to send the message, Step 4 allows you to adjust the contents of the message.

Follow these steps to configure the message:

  1. Click on the Action.

  2. In the Setup Tab of the Configuration Pane, scroll down to the Message section.

  3. Make the desired changes to the Header text and Block text fields.

Starting the Recipe

From within Recipe Builder, click the 3-dot menu to the right of each of the three recipes and select "Start Recipe".


Recipe Testing

Follow these steps to test the recipe:

  1. Add a Public Note to a project.

    1. The Recipe should run, and Workbot should post in the specified Teams channel.

      1. If the recipe errors, Workbot posts to the wrong Teams channel, or Workbot doesn't post at all, Ensure sure that you have Workbot installed in your teams instance and that Step 4 is configured correctly.

  2. Add an internal note containing the trigger phrase (#teams by default)

    1. The Recipe should run, and Workbot should post in the specified Teams channel.

      1. If the recipe errors, Workbot posts to the wrong Teams channel, or Workbot doesn't post at all, Ensure sure that you have Workbot installed in your teams instance and that Step 4 is configured correctly.

      2. If the recipe doesn't run, ensure that your trigger condition is configured correctly. The first If condition's value needs to be all lowercase. and the second condition should be an Or condition.

Did this answer your question?