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Microsoft Teams Microsoft Teams

Drive Microsoft Teams from Triform. Create automations that turn chat into action and keep your company connected.

  • Approve requests and expenses directly in chat.
  • Get real-time notifications from your CRM and ERP.
  • Ask questions and get answers from your company knowledge base.
Talk to an automation expert See example workflows
Summarize ChannelFind ExpertSchedule MeetingCreate TaskApprove InvoiceOnboard Employee Summarize ChannelFind ExpertSchedule MeetingCreate TaskApprove InvoiceOnboard Employee

What Triform can do with Microsoft Teams

Triform agents can read and write any field your API access allows, meaning you can move from "manual updates" to "codified workflows" that always run the same way.

Notifications & Alerts

  • Send critical alerts to specific channels.
  • Notify sales reps of new leads.
  • Broadcast company announcements.

Interactive Workflows

  • Approve POs and time-off requests with adaptive cards.
  • Update task statuses via buttons.
  • Submit helpdesk tickets via forms.

Knowledge Retrieval

  • Search SharePoint and OneDrive files.
  • Ask HR policy questions.
  • Get customer details from CRM.

What Triform can do with Microsoft Teams

Real-world examples of how teams use Triform + Microsoft Teams

Workflow 1

Daily Standup Summary

Trigger Daily at 9:30 AM
Steps
  • Bot asks team members for updates via DM.
  • Collects responses (Yesterday, Today, Blockers).
  • Compiles a summary report.
  • Posts the report to the team channel.
Related
Agile Teams Jira
Workflow 2

Approval Request

Trigger New Expense > $500 in SAP/Xero
Steps
  • Detect new expense request.
  • Send an adaptive card to the manager in Teams.
  • Manager clicks 'Approve' or 'Reject'.
  • Update the ERP system and notify the requester.
Related
Finance
Workflow 3

Knowledge Base Search

Trigger User asks question in 'Help' channel
Steps
  • Analyze the question using NLP.
  • Search internal docs (Notion, SharePoint, Google Drive).
  • Summarize the answer with citations.
  • Post reply in thread.
Related
Employee Experience Notion

How Triform connects

1

Install Triform App

Add the Triform app to your Microsoft Teams tenant.

2

Connect Accounts

Link your other business tools (CRM, ERP, etc.).

3

Configure Bots

Set up where and how your agents should interact.

Who uses Triform with Microsoft Teams

Ideal for enterprise organizations using the Microsoft ecosystem.

Roles

IT Managers HR Leads Operations Directors

Teams

IT HR Sales

Why Triform for Teams?

Adaptive Cards

Rich, interactive UI elements inside chat, not just text.

Enterprise Security

Compliant with Microsoft 365 security standards.

Cross-silo data

Bring data from non-Microsoft tools into your Teams environment.

FAQ

Does it work on mobile?

Yes, Triform interactions work seamlessly on Teams mobile app.

Can I restrict bot access?

Yes, you can control which teams and channels the bot can access.

Does it integrate with SharePoint?

Yes, we can index and search SharePoint sites.

Tell us what you want to automate

Book a call with our team to discuss your process, or describe what you're looking to automate and we'll reach out with next steps.

Talk to an automation expert