Microsoft Teams

Quick Summary

We’re integrating with Microsoft Teams to bring structured workflows directly into where your teams already work. Instead of switching between Teams for communication and other tools for processes, Tallyfy workflows live inside Teams - triggered by messages, completed in channels, and tracked without leaving your collaboration space.

Why This Integration Matters

Teams is where work happens - meetings, chats, file sharing, and collaboration. But informal communication often lacks the structure needed for consistent execution. Critical requests get buried in chat. Approvals happen through scattered messages. Processes rely on people remembering what to do.

Our integration transforms Teams from a communication tool into a workflow engine. Start workflows from messages. Complete tasks in channels. Track progress in tabs. All without leaving Teams.

What We’re Building

Workflow Triggers from Teams

Turn conversations into action:

Message-Based Workflows: React to a message with a workflow emoji to trigger a process
Command Workflows: Type /tallyfy expense-report to start workflows
Form Workflows: Adaptive cards in channels collect data and launch workflows
Meeting Workflows: Action items from meetings automatically become workflows

Workflow Execution in Teams

Complete work where you communicate:

Channel Workflows: Tasks appear in relevant channels for team completion
Personal Tasks: Individual assignments show in Teams activity feed
Approval Flows: Approve/reject directly from Teams notifications
Status Updates: Workflow progress posts to channels automatically

Teams-Specific Automations

Leverage Teams collaboration features:

Team Provisioning: New project channels trigger setup workflows
Guest Access: External user additions trigger compliance workflows
File Workflows: Document uploads trigger review/approval processes
Meeting Followups: Recording availability triggers distribution workflows

How to Connect Today

Option 1: Microsoft Graph API

Direct integration using Graph API:

// Example: Create workflow from Teams message
const handleTeamsMessage = async (context) => {
  // Get message details
  const message = context.activity;
  const teamId = message.channelData.team.id;
  const channelId = message.channelData.channel.id;
  const user = message.from;

  // Parse workflow trigger
  if (message.text.includes('@tallyfy')) {
    const workflowType = extractWorkflowType(message.text);

    // Create workflow with Teams context
    const workflow = await fetch('https://api.tallyfy.com/v1/workflows', {
      method: 'POST',
      headers: {
        'Authorization': 'Bearer YOUR_TALLYFY_KEY',
        'Content-Type': 'application/json'
      },
      body: JSON.stringify({
        template_id: workflowType,
        name: `${workflowType} - ${user.name}`,
        data: {
          requester_name: user.name,
          requester_email: user.aadObjectId,
          team_id: teamId,
          team_name: message.channelData.team.name,
          channel_id: channelId,
          channel_name: message.channelData.channel.name,
          message_content: message.text,
          message_url: `https://teams.microsoft.com/l/message/${channelId}/${message.id}`,
          timestamp: message.timestamp
        }
      })
    });

    // Post confirmation to Teams
    await postToTeams(channelId, `✅ Workflow started: ${workflow.id}`);
  }
};

Option 2: Teams App with Adaptive Cards

Build interactive Teams app:

// Adaptive Card for workflow initiation
const workflowCard = {
  type: 'AdaptiveCard',
  body: [
    {
      type: 'TextBlock',
      text: 'Start New Workflow',
      size: 'Large',
      weight: 'Bolder'
    },
    {
      type: 'Input.ChoiceSet',
      id: 'workflowType',
      choices: [
        { title: 'Expense Report', value: 'expense' },
        { title: 'Time Off Request', value: 'timeoff' },
        { title: 'IT Request', value: 'itrequest' }
      ]
    },
    {
      type: 'Input.Text',
      id: 'description',
      placeholder: 'Describe your request',
      isMultiline: true
    }
  ],
  actions: [
    {
      type: 'Action.Submit',
      title: 'Start Workflow',
      data: { action: 'create_workflow' }
    }
  ]
};

Option 3: Power Automate Integration

Use Power Automate for no-code integration:

Create Power Automate flow triggered by Teams events
Add Tallyfy connector actions
Map Teams data to workflow fields
Configure approval actions in Teams
Set up notifications and updates

Option 4: Teams Webhook Integration

Simple webhook-based integration:

// Incoming webhook to Teams channel
const notifyTeams = async (workflowUpdate) => {
  const teamsWebhookUrl = 'https://outlook.office.com/webhook/YOUR_WEBHOOK_URL';

  await fetch(teamsWebhookUrl, {
    method: 'POST',
    headers: { 'Content-Type': 'application/json' },
    body: JSON.stringify({
      '@type': 'MessageCard',
      title: 'Workflow Update',
      text: `${workflowUpdate.name} - ${workflowUpdate.status}`,
      potentialAction: [{
        '@type': 'OpenUri',
        name: 'View Workflow',
        targets: [{ uri: workflowUpdate.url }]
      }]
    })
  });
};

Real-World Use Cases

Remote Team Operations

A distributed company with 500 remote employees:

Standup Automation: Daily standup messages trigger task workflows
Request Management: IT/HR requests from Teams chat
Document Reviews: File uploads trigger approval workflows
Meeting Actions: Followup tasks created from meeting notes
Team Onboarding: New channel members trigger access workflows

Results: 80% faster request resolution, 100% meeting followup completion

Customer Support Operations

A support team handling 1000+ tickets daily:

Escalation Workflows: Critical messages trigger incident workflows
Shift Handoffs: Channel posts trigger handoff checklists
Knowledge Sharing: Resolved issues trigger documentation workflows
Customer Callbacks: Request messages create callback workflows
Team Coordination: Cross-team requests handled via workflows

Project Management Office

A PMO managing 50+ concurrent projects:

Project Kickoffs: New Teams trigger setup workflows
Status Reports: Weekly reminders trigger report workflows
Risk Management: Risk flags trigger mitigation workflows
Resource Requests: Channel requests trigger allocation workflows
Milestone Tracking: Date triggers create review workflows

Technical Implementation Details

Microsoft Graph Capabilities

Access comprehensive Teams data:

Teams and Channels: Create, read, update team structures
Messages and Chats: Read and send messages
Users and Groups: Access directory information
Files and Folders: SharePoint/OneDrive integration
Calendar and Events: Meeting scheduling and management
Presence and Activity: User availability status

Teams App Development

Build custom Teams apps:

Teams Toolkit: Simplified development with VS Code
Bot Framework: Interactive bot capabilities
Adaptive Cards: Rich, interactive UI elements
Message Extensions: Add actions to compose box
Tab Applications: Full web apps in Teams tabs
Personal Apps: Individual workspace apps

Authentication Options

Secure access methods:

SSO (Single Sign-On): Seamless authentication
OAuth 2.0: Standard authorization flow
Azure AD: Enterprise identity integration
App-Only Permissions: Service-to-service auth
Delegated Permissions: User context operations

Power Platform Integration

Leverage Microsoft ecosystem:

Power Automate: No-code workflow automation
Power Apps: Custom apps within Teams
Power Virtual Agents: Chatbot integration
Dataverse: Shared data platform
Copilot Integration: AI-powered automation

Why Microsoft Should Accelerate This

Teams users need structured workflows:

Platform Completeness: Workflows complete the collaboration vision
Enterprise Demand: Organizations want fewer tools, not more
Competitive Advantage: Slack and others offer workflow features
User Retention: Integrated workflows increase Teams stickiness
License Value: More value from Microsoft 365 investment

Take Action Now

For IT Administrators

Bring workflows into Teams:

Schedule a demo ↗
We’ll show Teams integration live
Review security and compliance
Plan pilot deployment
Roll out to teams

Fast-track deployment: Add Tallyfy from Teams Admin Center when available. Request it from Microsoft.

For Team Leaders

Transform team productivity:

Start workflows without leaving Teams
Track progress in channels
Complete approvals instantly
Automate routine requests
Focus on collaboration

For End Users

Work smarter in Teams:

No new tools to learn
Workflows where you already work
Faster request handling
Clear task assignments
Less app switching

Implementation Strategy

Phase 1: Basic Integration (Week 1)

Set up Teams app registration
Configure Graph API access
Create webhook connections
Build first workflow trigger
Test with pilot team

Phase 2: Interactive Features (Week 2)

Deploy adaptive cards
Add bot interactions
Create approval flows
Set up notifications
Train early adopters

Phase 3: Advanced Automation (Week 3-4)

Build message extensions
Add tab applications
Configure Power Automate
Create team templates
Deploy organization-wide

Phase 4: Optimization (Ongoing)

Monitor usage patterns
Gather feedback
Refine workflows
Add AI features
Scale across organization

Security and Governance

Enterprise-ready security:

Azure AD integration for identity
Conditional access policies
Data loss prevention (DLP) support
Information barriers compliance
Audit logging for all actions
GDPR/HIPAA compliant

Integration Benefits

Productivity Gains

50% less app switching
75% faster approvals
90% better process adoption
100% workflow visibility
40% reduction in emails

User Experience

Work where you communicate
Consistent interface
Mobile-ready workflows
Real-time collaboration
Contextual automation

IT Benefits

Single platform management
Reduced tool sprawl
Centralized governance
Lower training costs
Better adoption rates

Get Started Today

Your teams are already in Teams. Your workflows should be too.

Ready to integrate? Book your consultation ↗ to see Teams + Tallyfy in action:

Live Teams integration demo
Workflow templates for Teams
Security and compliance review
Deployment planning
Success metrics definition

Stop switching contexts. Start working smarter in Teams.

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Middleware > Power Automate

Microsoft Power Automate serves as an integration bridge that connects Tallyfy’s human-centric process management platform with Microsoft ecosystem applications and other business systems to automate data flows and system-to-system tasks while Tallyfy handles workflow management and process tracking.

Pro > Integrations

Tallyfy connects with existing business software through multiple methods including email integrations API implementations webhooks middleware platforms AI agents native integrations analytics connections chat platform tools and Azure translation services allowing teams to choose the approach that best fits their technical capabilities and integration needs.

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