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Use Microsoft Teams when your workflow needs team chat, channel messaging, meetings, or schedule actions. It is also useful when you need to read or update team and channel records.

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Configuration

Before you configure this step, connect Microsoft Teams in Integrations for your workspace using the sign-in flow. If no active connection is available, the step shows a warning with a link to Integrations instead of the account selector.

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Arguments form

When you select an action, the Arguments section renders a form driven by the action’s input schema. Fields that refer to existing records include dropdown pickers. Switch to the Raw JSON tab when you prefer to write the full arguments object by hand. Changes in either tab stay in sync.

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Common actions

Destructive actions, such as deleting records, are not available in the workflow action picker.

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Output

This step stores the Microsoft Teams response as the step output. The shape of the response depends on the action. Use the full output reference in later steps:

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Example

  1. Open Integrations and connect Microsoft Teams if you have not already done that.
  2. Add a Microsoft Teams step to your workflow.
  3. Select a connected account in Authentication.
  4. Choose Get user profile in Action.
  5. Fill in the required fields. Use Insert Variable to reference an earlier step’s output for any field value.
  6. Click Run in the step header to test the action, then review the returned payload in Output.

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Use cases

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Post a channel update

  1. List team channels
  2. Send channel message
  3. Reply to channel message

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Manage a meeting

  1. Create online meeting
  2. Get online meeting
  3. Update online meeting

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Handle schedule changes

  1. List shifts
  2. Create team schedule shift
  3. Update team schedule shift

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Notes

  • This step depends on a connected Microsoft Teams integration in your workspace.
  • The workflow action picker shows a curated set of actions. Agents with the Microsoft Teams tool can use more of them.
  • The sign-in screen may show third-party authorization branding.

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Using Microsoft Teams as an Agent Tool

You can also add Microsoft Teams as a tool in the Agent Editor. Open the agent, click Add tool, and select Microsoft Teams. In the tool settings panel, choose the connected account the agent should use. The agent calls Microsoft Teams actions when they are relevant to the conversation. See also: Integrations, Creating and Editing, and Testing and Iteration