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Integrations Microsoft Teams

Integration · Communication and collaboration

Microsoft Teams + Finn.

Microsoft Teams integration with Finn. Microsoft Teams combines workplace chat, meetings, and shared collaboration spaces.

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The work behind the connection

What you can do with Microsoft Teams.

Microsoft Teams combines workplace chat, meetings, and shared collaboration spaces.

Fulfill an employee request inside the conversation

Finn handles a routine employee service request in Teams from the first question to the completed service record.

Typically handled byEmployee service desk analyst

Starts when

An employee asks for help in the connected Teams service conversation.

What Finn handles

  1. Read the request and the relevant company guidance from connected knowledge, collect the missing details in the conversation, and create the service record.
  2. Obtain the service owner's decision when required, then perform the permitted account, equipment, or booking action through the connected administration or service tool.
  3. Confirm the result in the owning system, send the employee the completion details in Teams, and close the service record with the action evidence.

The result

The employee receives the requested service and a clear confirmation without losing the request across separate conversations.

Turn a purchase request into a recorded order

Finn carries a purchase conversation through the details, purchasing decision, and order record while Teams remains the place the requester gets updates.

Typically handled byPurchasing coordinator

Starts when

An employee asks in Teams for an item or service the business purchases.

What Finn handles

  1. Collect the specification, quantity, required date, and cost context, then check the connected purchasing system for the correct supplier and existing request.
  2. Present the complete request to the responsible budget owner, record the decision in the purchasing system, and create the accepted order through that system.
  3. Send the requester the order details in Teams, track the supplier's recorded confirmation, and update the purchase request with the confirmed delivery or service date.

The result

The request becomes a recorded order with a supplier confirmation and a clear update to the requester.

Keep incident communications tied to the real response

Finn manages the factual updates and follow-up around an incident while the incident system and responders remain the owners of diagnosis and recovery.

Typically handled byIncident communications coordinator

Starts when

A new incident is opened in the connected incident management system.

What Finn handles

  1. Read the incident's confirmed impact and owner, post the initial message in the designated Teams conversation, and collect missing status information from the response lead.
  2. Update the conversation as the incident record changes, distinguish confirmed facts from open investigation, and carry agreed communication tasks through connected email or status publishing.
  3. When the incident owner confirms recovery, deliver the final update and create the accepted review and follow-up tasks in the connected incident or project system.

The result

The incident audience receives consistent updates and a final resolution message, with review work assigned from the actual incident record.

Turn a Teams meeting into completed follow-through

Finn uses the meeting's available transcript and confirmed decisions to update records, send the recap, and carry routine commitments into their owning tools.

Typically handled byMeeting coordinator and executive assistant

Starts when

A Teams meeting ends and its transcript is available to the connected account.

What Finn handles

  1. Read the transcript and linked project context, distinguish decisions from discussion, and confirm ambiguous commitments with the meeting owner in Teams.
  2. Write the final recap in the connected document system, create agreed tasks in the connected project or CRM tool, and book follow-up meetings through the connected calendar.
  3. Send participants the recap and task links in the intended Teams conversation, then record completed actions and remaining commitments in the meeting record.

The result

The meeting produces delivered notes, assigned work, and a record of actual follow-through.

Close the weekly team coordination loop

Finn collects team updates in Teams, reconciles them with working records, and completes the coordination tasks needed for the next week.

Typically handled byTeam operations coordinator

Starts when

The team's weekly update cycle begins.

What Finn handles

  1. Ask the designated owners for progress and blockers in Teams, read the connected project records, and reconcile claims against completed tasks and recorded dependencies.
  2. Update the team report in the connected document tool, create agreed coordination tasks, and arrange the meetings or information requests needed to unblock work.
  3. Post the finished update with links to the working records, notify each affected owner, and record the coordination actions that were completed.

The result

The team receives an accurate weekly update and concrete follow-through on its coordination needs.

Run a training session through attendance and follow-up

Finn manages a Teams training session's invitations, materials, attendance record, and follow-up without treating presence as proof of competence.

Typically handled byLearning operations coordinator

Starts when

A training owner schedules an internal course or enablement session.

What Finn handles

  1. Read the intended audience and course materials from the connected learning system, create the session through the connected calendar and Teams meeting tools, and deliver joining instructions.
  2. After the session, read the available attendance report and permitted transcript, match attendees to the course roster, and identify missed sessions or unanswered questions.
  3. Record attendance in the connected learning system, send the appropriate materials or rebooking options, and assign unresolved content questions to the training owner.

The result

The session has a completed attendance record and delivered follow-up, with absences and open questions handled explicitly.

Coordinate a customer escalation through resolution

Finn keeps the internal Teams discussion, customer case, and customer communication aligned through a service escalation.

Typically handled byCustomer escalation manager

Starts when

A customer case is escalated in the connected support system.

What Finn handles

  1. Read the case history and account context, bring the confirmed problem and owner into the designated Teams discussion, and collect the facts needed for resolution.
  2. Perform the routine customer-record or service actions through the connected support and business tools, obtaining the responsible owner's decision for exceptions or commitments.
  3. Send the verified outcome to the customer through the connected support channel, update the case, and close the Teams coordination thread with the resolution and remaining owned work.

The result

The customer receives a verified resolution, and the support case and internal conversation share the same outcome.

Connection setup

Set up the connection around your work.

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from Microsoft Teams.

The Finn platform

Finn Agents

Help customers. Work with your team. Finish the job.

Explore Agents

Finn Systems

Business apps for the work behind the conversation.

Explore Systems

Finn AI Gateway

Control connected AI apps, models, access, and spending.

Explore AI Gateway

Meet Finn

Put your Microsoft Teams integration to work.

Tell us which records, actions, and teams the connection needs to support.

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