Microsoft Teams Automations
Teams channels, chats, meetings, and approvals wired into your automation fabric.
6 automations for Microsoft Teams
Pick any workflow and we'll build it for you.
Channel Kickoff on Deal Won
Spin up a private team channel for onboarding.
How it works
CRM deal marked won webhook
Create Teams channel with customer code name
Add CS implementation roster members
Pin welcome wiki tab template link
Post kickoff checklist adaptive card
Schedule two-week internal standup series
Pager Alert from Monitoring
Post Sev1 incidents to on-call channel.
How it works
Monitoring webhook delivers alert payload
Format adaptive card with severity and links
Post to incidents channel and mention on-call
Thread bridge link for Zoom or Teams meeting
Open PagerDuty incident if integration enabled
Resolve thread when monitoring marks recovered
Meeting Recap Post
Post AI summary after Teams meeting ends.
How it works
Meeting ended webhook or calendar end time
Fetch transcript from Teams Graph API
Summarise decisions and action items with AI
Post summary message to channel thread
Create Planner tasks for action items optional
Archive recap link in wiki page optional
Shifts Handoff Reminder
Notify next shift of open incidents.
How it works
Shift change boundary cron trigger
Pull open incidents from ITSM tool
Post handoff bullet list to Teams Shifts channel
Tag outgoing and incoming leads
Require emoji acknowledgement reaction tracking
Escalate if no acknowledgement within 15 minutes
Approval Adaptive Card
Collect approvals inside Teams without email.
How it works
Purchase request submitted from Power Apps form
Post adaptive card to Approvals channel
Manager clicks approve or reject button callback
Update ERP status via HTTP webhook
Notify requestor with threaded outcome
Archive card snapshot to audit log storage
Guest Access Expiry Review
Review external guest accounts quarterly.
How it works
Quarterly scheduled job export Teams guests list
Compare to sponsor registry sheet
Post review adaptive card per sponsor
Remove guests not confirmed within 14 days
Notify security on high-risk domains optional flag
Archive quarterly access review PDF snapshot
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