MS Teams
Deliver updates and approvals into Teams channels.
Only the channels and conversations you include.
Messages to the destinations you approve.
Where each message went and whether it arrived.
How to set it up
Sign in
Connect MS Teams with your admin's OAuth or a credential scoped to what the agent needs.
Choose what it can see
Pick the accounts, workspaces, projects or folders the agent may read.
Set what it can do
Turn on reads and writes separately, and name who approves each action.
Run one job
Try one read, one approved action, and check the trace before rolling it out.
Foundry allocation tracking
Wafer allocation and commits against the forecast
SAP, SharePoint, MS TeamsFab safety incident review
Chemical and gas incidents reviewed with actions
ServiceNow, SAP, MS TeamsFab shift staffing
Shift coverage checked against certifications
Workday, MS Teams, ServiceNowEarnings model update
Models refreshed the morning after results
Snowflake, Box, MS TeamsPitch book assembly
Decks built from the comps, precedents and profile
Box, Snowflake, MS TeamsMorning position brief
Overnight moves and today's risks before the open
Snowflake, Tableau, MS TeamsTrade break resolution
Unmatched trades investigated and fixed same day
Snowflake, ServiceNow, MS TeamsDaily cash position
Cash by entity and currency, before the funding cut-off
SAP, Snowflake, MS TeamsLP inquiry response
Investor questions answered from the fund's records
Salesforce, Box, MS TeamsClient review prep
Wealth client meetings prepared from the accounts
Salesforce, Box, MS TeamsDeal closing checklist
Conditions precedent tracked to signing and funding
Box, Asana, MS TeamsPortfolio company KPI pack
Monthly operating metrics collected and compared
Snowflake, SharePoint, MS TeamsDaily P&L attribution
Each desk's P&L explained and signed off by noon
Snowflake, Tableau, MS TeamsProposal drafting
RFP responses built from past proposals and credentials
Box, Salesforce, MS TeamsWeekly status report
Engagement status from the plan, risks and decisions
Asana, MS Teams, BoxInterview guide drafting
Discussion guides for experts and client interviews
Notion, Box, MS Teams
Benefits tracking
Program savings tracked from initiative to the ledger
Asana, Snowflake, MS TeamsStakeholder communications plan
Who hears what, when, through the change
MS Teams, SharePoint, AsanaAccount planning
Client account plans from relationships and pipeline
Salesforce, MS Teams, BoxStaffing request matching
Open roles matched to available consultants
Workday, Asana, MS TeamsCandidate pipeline updates
Recruiting stages and interviewer feedback in one view
Greenhouse, Workday, MS TeamsMSA and SOW review
Client paper checked against the firm's positions
Box, Salesforce, MS TeamsClient feedback synthesis
Engagement feedback turned into practice actions
Salesforce, MS Teams, NotionSynergy tracking
Merger synergies tracked from target to realized
Snowflake, Asana, MS TeamsImplementation issue log
Issues triaged and chased through a system go-live
Jira, MS Teams, BoxField work order dispatch
Field jobs assigned by skill, parts and location
ServiceNow, SAP, MS TeamsPlan performance review
Tariffs and bundles reviewed by take-up and margin
Snowflake, Tableau, MS TeamsNetwork equipment sourcing
Equipment bids compared on price, lead time and support
SAP, Coupa, MS TeamsOutage reporting to regulators
Reportable outages filed on time with the facts
ServiceNow, Box, MS TeamsSolicitation drafting
RFPs and RFQs drafted from the requirement and the rules
SharePoint, SAP, MS TeamsVendor proposal evaluation
Bids scored against the published criteria
SharePoint, Box, MS TeamsProgram status report
Monthly program status from milestones, spend and risks
Smartsheet, MS Teams, SharePointBill tracking
Legislation that affects the agency, followed to a vote
SharePoint, MS Teams, BoxPress inquiry response
Media questions answered from the record, on deadline
SharePoint, MS Teams, ZendeskInspection scheduling
Inspections scheduled by district, priority and inspector
ServiceNow, SAP, MS TeamsCase note summarization
Case histories summarized for the next caseworker
Salesforce, Box, MS TeamsDocket calendar management
Court calendars built from filings and deadlines
ServiceNow, SharePoint, MS TeamsPosition description drafting
Job descriptions classified and drafted to the standard
Workday, SharePoint, MS TeamsApplicant screening
Applications rated against the announcement criteria
Workday, SharePoint, MS TeamsTimesheet exception review
Time and leave exceptions cleared before payroll
Workday, SAP, MS TeamsFacility work order tracking
Building repairs prioritized and followed to closure
ServiceNow, SAP, MS TeamsEmergency operations brief
Situation reports compiled during an activation
MS Teams, ServiceNow, SharePointOutbreak surveillance report
Case reports compiled into the weekly surveillance summary
Snowflake, Tableau, MS TeamsDaily plant brief
Yesterday's output, downtime and safety on one page
SAP, MS Teams, TableauShift handover log
The shift's events and open issues logged for the next crew
SAP, MS Teams, ServiceNowJob hazard analysis
Hazards and controls drafted for every task
SharePoint, ServiceNow, MS TeamsSales and operations planning
The monthly S&OP pack from demand, supply and finance
SAP, Anaplan, MS TeamsSupplier delivery tracking
Open orders chased against the production need date
SAP, Coupa, MS TeamsCycle count reconciliation
Count differences investigated and the record corrected
SAP, Snowflake, MS Teams
Overtime and absence review
Hourly overtime and absence patterns by line and shift
Workday, SAP, MS TeamsKaizen event tracking
Improvement events tracked from charter to result
Asana, MS Teams, SnowflakeCapital project tracking
Plant projects tracked on spend, schedule and approvals
SAP, Smartsheet, MS TeamsLeadership meeting prep
The weekly leadership pack from metrics, decisions and asks
MS Teams, Notion, AsanaLitigated claim tracking
Suits, counsel budgets and deadlines tracked per claim
Box, ServiceNow, MS TeamsCall quality review
Calls scored against the client's quality form
Zendesk, Snowflake, MS TeamsQueue staffing forecast
Volume forecast and the staffing to meet the service level
Workday, Snowflake, MS TeamsClient transition planning
A new client's book moved in on a tracked plan
Smartsheet, MS Teams, BoxProcedure updates
Desk procedures revised and the team told what changed
Confluence, SharePoint, MS TeamsClient escalation handling
Client escalations answered with the root cause and the fix
Salesforce, ServiceNow, MS TeamsAutomation exception handling
Failed automated transactions fixed and fed back
ServiceNow, SAP, MS TeamsDeposition summary
Transcripts summarized by topic with page and line cites
Box, MS Teams, NotionWitness kit preparation
Every document a witness touched, in one binder
Box, SharePoint, MS TeamsBoard minutes drafting
Minutes and resolutions drafted from the meeting record
Box, MS Teams, SharePointEmployee investigation file
Workplace investigations documented to the standard
Workday, Box, MS Teams
Ready to connect MS Teams?
Connect it from the workspace in a few minutes, or ask us to set it up with your team.