Power Automate and Yammer: Social Collaboration Automation

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Yammer is Microsoft’s enterprise social networking platform that enhances communication, knowledge sharing, and collaboration within organizations. However, manually managing Yammer posts, tracking engagement, and integrating discussions with other Microsoft 365 tools can be time-consuming.

By leveraging Power Automate with Yammer, businesses can automate post publishing, track engagement, send notifications, and integrate Yammer with Teams, SharePoint, Outlook, and Planner.

In this guide, we’ll explore how to automate Yammer workflows using Power Automate, common use cases, and a step-by-step setup process.


1. Why Automate Yammer with Power Automate?

Enhances internal communication – Automates announcements, discussions, and replies.
Improves engagement tracking – Monitors likes, comments, and reactions.
Saves time – Reduces manual posting and updates.
Integrates with Microsoft 365 – Connects Yammer with Teams, SharePoint, Planner, and more.
Boosts knowledge sharing – Archives important discussions in SharePoint or OneNote.

Example: When a new company-wide announcement is posted on Yammer, Power Automate can automatically share it in Teams, notify employees via email, and track engagement in Power BI.


2. Key Use Cases for Automating Yammer with Power Automate

A. Auto-Posting Announcements to Yammer

Challenge: Employees miss important announcements due to email overload.
Solution with Power Automate:
When a new announcement is added to SharePoint or Outlook, Power Automate:

  • Posts it automatically in Yammer community groups.
  • Tags relevant employees or teams.

Impact: Ensures better reach and engagement on internal updates.


B. Sending Notifications for Yammer Posts in Microsoft Teams

Challenge: Employees using Teams may not check Yammer regularly.
Solution with Power Automate:
When a new Yammer post is published, Power Automate:

  • Posts a message in a Teams channel with a link to the discussion.
  • Sends a Teams notification to relevant users.

Impact: Bridges the gap between Yammer and Teams for seamless collaboration.


C. Tracking Yammer Engagement with Power BI

Challenge: HR and internal comms teams struggle to measure Yammer engagement.
Solution with Power Automate:
When a Yammer post receives likes, comments, or shares, Power Automate:

  • Logs engagement metrics in Power BI or Excel.
  • Generates insights on post performance for HR and leadership teams.

Impact: Provides valuable analytics on employee engagement.


D. Archiving Important Yammer Conversations in SharePoint or OneNote

Challenge: Valuable discussions on Yammer are lost over time.
Solution with Power Automate:
When a Yammer conversation is marked important, Power Automate:

  • Saves the conversation in SharePoint or OneNote for future reference.
  • Categorizes the content based on keywords or topics.

Impact: Ensures knowledge retention for future use.


E. Creating Planner Tasks from Yammer Conversations

Challenge: Actionable discussions on Yammer don’t always translate into follow-ups.
Solution with Power Automate:
When a specific keyword (e.g., “Action Required”) appears in a Yammer post, Power Automate:

  • Creates a task in Microsoft Planner.
  • Assigns it to the appropriate team members.

Impact: Ensures that critical discussions turn into actionable steps.


3. Step-by-Step Guide: Automating Yammer with Power Automate

Step 1: Select a Trigger in Power Automate

1️⃣ Open Power Automate → Click “Create” → Choose “Automated cloud flow”.
2️⃣ Select a trigger:

  • “When a new message is posted in a Yammer group”.
  • “When a Yammer post receives a like or comment”.

Step 2: Add an Action to Process the Yammer Content

1️⃣ Click “New step” → Search for “Yammer”.
2️⃣ Choose an action such as:

  • “Post a message” – Automatically publish a message in Yammer.
  • “Get message details” – Retrieve post details for analysis.

Step 3: Add a Condition or Approval Process (Optional)

1️⃣ Click “New step” → Choose “Condition” to filter Yammer posts.
2️⃣ Example conditions:

  • If “Post contains ‘Urgent'”, notify the leadership team.
  • If “Post has more than 50 likes”, archive it in SharePoint.

Step 4: Send Notifications or Automate Tasks

1️⃣ Click “New step” → Choose:

  • “Send an email (Outlook)” – Notifies employees of important posts.
  • “Post a message in Teams” – Shares Yammer updates with Teams users.
  • “Create a Planner task” – Assigns follow-up tasks from discussions.

Step 5: Test and Deploy the Automation

Run a test to check if the workflow executes correctly.
Deploy and monitor the flow using Power Automate analytics.

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