Skip to main content

Celonis Product Documentation

Microsoft Teams .

Quick-Start

  • Celonis Process Automation enables users to integrate their Microsoft Teams app to automated processes.

  • Users are able to directly send messages to different teams and channels.

Overview
Microsoft Teams - Overview

Microsoft Teams is a unified communications platform that combines persistent workplace chat, video meetings, file storage (including collaboration on files), and application integration.

Celonis Process Automation integrates with Microsoft Teams, and is able to send messages directly from automated processes to team channels.

Supported Actions

Celonis Process Automation currently supports the following actions for Microsoft Teams:

Connection

To perform the action you will need to first supply a connection:

  • If a connection has previously been configured: You will be able to choose the available connection from the dropdown.

  • A new connection should be added: Click on "Add new". You will need to long-in with your Microsoft credentials.

Permissions:

MS Teams often requires an approval from the internal IT admin before you can add a connection. In general, there are two possible solutions to get the right permissions:

Actions
Create a channel
  1. Connection (required): Login with your Microsoft account

  2. Team (required): Select the team you would like to send message to

  3. Channel name (required): Define the name of the new channel

  4. Channel description (optional): Add a channel description

Note: The new channel will be created as hidden channel in Microsoft Teams.

22120082.png
35556055.png
Send a message
  1. Connection (required): Login with your Microsoft account

  2. Team (required): Select the team you would like to send message to

  3. Channel (required): Select the channel you would like to send message to

  4. Message (required): Either insert a default message that you would like to send, or choose a variable from the processes to be sent via a message

35556056.png