Microsoft Teams

Microsoft Teams integration in Lleverage enables you to automate team communication and collaboration workflows directly within your Teams workspace. Send messages, manage channels, track shifts, and streamline team coordination seamlessly.

Key Features

• Chat messaging - Send direct messages to individual users or groups

• Channel communication - Post messages to specific team channels

• Channel management - Create new channels and list existing ones

• Shift tracking - Retrieve shift schedules and staffing information

• Team coordination - Automate routine communication tasks

• Secure connection - OAuth integration through Pipedream for secure access

How to Add Microsoft Teams Integration

1. Open the Add Action menu using one of three methods:

   • Click the "Add Action" button in the top left corner

   • Click on a connection circle on an existing action card

   • Click and drag from one action to create a connection

2. Navigate to Microsoft Teams integration:

   • Select "External Apps" from the categories

   • Search for "Microsoft Teams" in the provider list, or

   • Scroll down to find Microsoft Teams in the alphabetical list

3. Click on Microsoft Teams to view available actions

4. Select your desired Teams action from the available options

How to Connect Your Microsoft Teams Account

Initial Setup

1. Click "Connect Microsoft Teams Account" in any Teams action

2. You'll be redirected through OAuth via Pipedream for secure authentication

3. Sign in with your Microsoft account credentials

4. Grant necessary permissions for Teams access

5. Your connected account will be available across all Teams actions

💡 Security: All connections use secure OAuth authentication through Microsoft's official channels.

How to Configure Microsoft Teams Actions

How to Send Messages

Send Chat Message

1. Connect your Microsoft Teams account

2. Select the Chat from the dropdown (available chats will populate)

3. Enter your Message content

4. Configure optional properties:

   • Content Type: Choose between plain text or HTML formatting

💡 Use case: Send automated notifications to specific team members, share workflow results with individuals, or provide personalized updates through direct messaging.

Send Channel Message

1. Connect your Microsoft Teams account

2. Select the Team from dropdown or input manually

3. Choose the target Channel within that team

4. Enter your Message content

5. Configure optional properties:

   • Content Type: Select plain text or HTML for rich formatting

💡 Use case: Post automated updates to project channels, share reports with entire teams, or broadcast important announcements based on workflow triggers.

How to Manage Channels

List Channels

1. Connect your Microsoft Teams account

2. Select the Team whose channels you want to list

3. The action will retrieve all channels within the specified team

💡 Use case: Audit team structure, provide channel options for dynamic message routing, or synchronize channel information with other systems.

Create Channel

1. Connect your Microsoft Teams account

2. Select the Team where you want to create the new channel

3. Enter a Display Name for the new channel

4. Provide a Description explaining the channel's purpose

💡 Use case: Automatically create project-specific channels, set up temporary channels for events, or establish new communication spaces based on workflow conditions.

How to Track Staffing

List Shifts

1. Connect your Microsoft Teams account

2. Select the Team whose shift schedule you want to retrieve

3. The action will return all shift instances for the specified team

💡 Use case: Monitor staffing levels, integrate shift data with scheduling workflows, or provide shift information for resource planning and management decisions.

Action Configuration Details

Understanding Input Types

Dropdown Selections

• When data is available in your Teams account, relevant options appear in dropdowns

• Teams, channels, and chats populate automatically based on your permissions

• You can select from available options or input values manually

Manual Input

• All fields support manual text entry when dropdown options aren't available

• Use workflow variables to dynamically populate any field

• Combine static text with dynamic variables for flexible messaging

Content Formatting

• Plain Text: Simple text messages without formatting

• HTML: Rich text formatting with styling, links, and structure

⚠️ Permissions: Ensure your Teams account has appropriate permissions for the teams and channels you want to access through workflows.

Important Considerations

• All input fields support dropdown selections, manual entry, and workflow variables

• Team and channel dropdowns populate based on your Teams account permissions

• Content type determines whether messages support rich formatting or plain text

• Shift tracking requires appropriate permissions in Teams scheduling features

• Channel creation requires team management permissions

💡 Tip: Test your Teams actions with appropriate permissions before deploying workflows to ensure smooth operation.

How Microsoft Teams Actions Work in Your Workflow

1. Add the appropriate Teams action based on your communication or management needs

2. Connect your Microsoft Teams account securely through OAuth

3. Configure required fields (team, channel, message content, etc.)

4. Set optional properties like content type for enhanced functionality

5. Connect the action to other workflow steps as needed

6. When the workflow runs, the Teams action will execute the specified operation

7. Results become available as variables for subsequent workflow actions

Common Workflow Patterns

Automated Project Updates

• Use "Send Channel Message" to post progress reports to project channels

• Combine with scheduling to send regular status updates

• Include dynamic content from other workflow steps

Dynamic Team Communication

• Create channels automatically for new projects or events

• Send targeted messages based on workflow conditions

• Integrate with external data to personalize communications

Shift and Resource Management

• Use "List Shifts" to retrieve current staffing information

• Combine with other actions to make scheduling decisions

• Automate notifications based on shift patterns

💡 Best Practice: Use Microsoft Teams actions to keep your organization connected and informed throughout your automated business processes - from project kickoffs to completion notifications and resource coordination.