Schedule Trigger Automate

For Microsoft Teams, this automated workflow generates weekly reports by summarizing team members' activities from the past week, enhancing communication and focus. It fetches messages, analyzes interactions, and compiles insights into a concise report, which is posted every Monday morning. This ensures that the team stays informed and motivated, addressing wins, challenges, and any new or departing members.

7/8/2025
17 nodes
Complex
schedulecomplexschedule triggermicrosoftteamslangchainaggregatemarkdownsticky notesplitoutautomationadvancedcron
Categories:
Schedule TriggeredComplex Workflow
Integrations:
Schedule TriggerMicrosoftTeamsLangChainAggregateMarkdownSticky NoteSplitOut

Target Audience

Target Audience


- Project Managers: To automate weekly reporting and keep the team aligned.
- Team Leaders: To gain insights into team performance and individual contributions.
- Remote Teams: To ensure effective communication and recap activities from the previous week.
- HR Professionals: To monitor team morale and welcome new members while acknowledging departures.
- Data Analysts: To analyze team interactions and trends over time for better decision-making.

Problem Solved

Problem Solved


- Information Overload: In busy teams, important messages and discussions can get lost, leading to missed opportunities and misunderstandings.
- Lack of Engagement: Team members may feel disconnected without regular updates on their contributions and team progress.
- Time-Consuming Reporting: Manually compiling reports from various channels can be tedious and prone to errors.
- Motivation Issues: Without recognition of wins and challenges, team morale may decline, affecting productivity.

Workflow Steps

Workflow Steps


1. Schedule Trigger: The workflow is set to run automatically every Monday at 6 AM, ensuring timely reports after the weekend.
2. Fetch Latest Channel Messages: Collect all messages from the designated Microsoft Teams channel over the past week.
3. Group Messages By UserId: Organize messages by user to simplify analysis of individual contributions.
4. Generate Individual Reports: Use AI to summarize each team member's messages, highlighting wins and challenges.
5. Merge Reports: Combine individual reports into a single comprehensive team report.
6. Generate Team Report: Further summarize the individual reports to create an overarching team report.
7. Convert Markdown to HTML: Format the final report into HTML for better presentation.
8. Send Report to Channel: Post the final report in the Microsoft Teams channel, ensuring all team members are informed and engaged.

Customization Guide

Customization Guide


- Adjust Schedule: Modify the trigger time to suit your team's needs, whether it's earlier or later in the day.
- Filter Messages: Customize the message fetching process to include only specific users or keywords relevant to your projects.
- Modify Report Content: Tailor the AI prompts to change the tone or focus of the reports, such as making them more formal or casual.
- Change Reporting Channel: If your team uses multiple channels, duplicate the workflow for each channel to ensure comprehensive coverage.
- Add Metrics: Include relevant project metrics or KPIs in the reports to provide additional context and insights.