Recipe Overview
When the Sync GUIDEcx Note to Microsoft Teams Message recipe runs, Workbot shares the content of a GUIDEcx note as a message to Microsoft Teams. Microsoft Teams users with access to the channel can then respond via Workbot, where messages will be posted to the Project Notes as the PM.
Note: This recipe shares notes from Microsoft Teams to GUIDEcx using Workbot configured in the Sync GUIDEcx Note to Microsoft Teams Message recipe.
Integration Setup
Installing the Recipe
Prerequisites: The Sync GUIDEcx Note to Microsoft Teams Message recipe installed and set up in Recipe Builder.
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:
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:
Add a note to the field, set the visibility dropdown to INTERNAL, and click the "Reply" button.
The Recipe should run, and an internal note should be added to the project.
Add a note to the field, set the visibility dropdown to Public, and click the "Reply" button.
The Recipe should run, and a public note should be added to the project