Set up Teams notifications
After installing the Microsoft Teams app, configure the destination channels for your Automation and enable Teams notifications.
Notifications to Microsoft Teams are coming soon. Until then, use email or Slack notifications.
An Automation's notify step can deliver run results to Microsoft Teams channels. This page covers everything after the Teams app is installed: selecting destination channels for an Automation and enabling Teams notifications.
This page assumes the Teams app has already been installed. If you haven't done so yet, first complete Install the Microsoft Teams app.
Overview
Teams notifications are configured in a Where should notifications be sent? card in the chat. The overall flow is:
- Connect Teams (OAuth) from the destination card
- Add the Squadbase Bot app to the destination team in the Microsoft Teams client
- Select the channels and enable Teams notifications
Teams notifications can be combined with email and Slack notifications — you can configure multiple destinations at the same time.
Connect to Teams
Open the notification destination card
When you ask the chat to create an Automation or change its destinations, a Where should notifications be sent? card appears. It has Email / Slack / Teams sections.
Click "Connect to Teams"
In the Teams section, click "Connect to Teams". The Microsoft sign-in screen opens in a new tab.
If your browser blocks pop-ups, the new tab may not open. Allow pop-ups for the site and try again.
Authenticate with your Microsoft account
Follow the prompts to sign in with an account in the Microsoft 365 organization you want to connect, and approve the integration. When it completes, you return to the original tab and see "Microsoft Teams connected".
Add the Squadbase Bot app to your team
Even after the OAuth connection completes, you must add the Squadbase Bot app to the target team in the Microsoft Teams client before any channels can be selected. While the app has not been added to a team, the channel list is not shown and the following guidance appears:
OAuth is complete. Next, add the Squadbase Bot app to your team in the Microsoft Teams client to enable channel selection.
Open the app in the Teams client
In the Microsoft Teams client (desktop / browser / mobile), open Apps from the left-hand menu and search for Squadbase Bot.
Add it to the team you want to notify
Open the Squadbase Bot app, choose Add to a team, and select the team you want to receive Automation notifications.
Return to Squadbase and check the channel list
Once the app is added, Squadbase's destination card updates automatically and the team's channels become selectable (this may take a few seconds to reflect).
Select notification channels
Turn on Teams notifications
In the Teams section of the destination card, choose Send Teams notification. The channel selection dropdown appears.
Search and select channels
Type a channel name in the search box to filter, then select the channels you want to notify. You can select multiple channels. The number of selected channels is shown in the card's summary.
Click Answer
Click Answer, and the AI sets the selected channels as destinations of the notify step. From then on, whenever the Automation runs, messages are posted to the selected channels.
The channel list shows standard channels only. Private channels and shared channels cannot be selected at this time.
Connect multiple teams
If you want to notify multiple teams, you can connect additional teams.
- Choose "Add team" from the channel selection dropdown to start an OAuth connection with another team.
- When multiple teams are connected, switch the target team at the top of the dropdown before selecting channels.
A single destination is tied to one team's channels. Switching teams clears the channels you had selected for the previous team.
Disconnect a team
To disconnect a team, choose "Disconnect" from the channel selection dropdown.
Disconnecting affects every Automation that uses that Teams team as a destination. The confirmation dialog shows how many notification destinations are affected — review it before disconnecting.