Use Microsoft Teams with AI
Connect nowShare handovers and updates with your team.
Team work & knowledge
Using Microsoft Teams in an agency
Teams is the internal handover tool in Microsoft 365 offices. A Friday note of what is waiting, and who owns it, is the message. Client attachments belong in the file, with a link, not pasted into a chat that scrolls away.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- ReadRead team tasks and notes
- Update recordsCreate tasks and handovers
Example requests
Opens as a draft in your workspace once this is available. Nothing is sent by choosing one.
- “Prepare a handover summary and assign outstanding tasks before I go on leave.”Shared only with the authorised receiving team.
Before you connect
- Account you’ll need
- A Microsoft Teams workspace
- Who connects it
- Connected once by an admin, for the organisation.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Questions
What account does Microsoft Teams need?
A Microsoft Teams workspace
Will a bot change Microsoft Teams without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
Is KeyAccess an official Microsoft Teams partner?
No. You connect an account you or your agency already have, through Microsoft Teams’s own sign-in, where that connection is in the catalogue.