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Module 06 · Integrations

Microsoft Teams

Let your assistants read your Microsoft Teams channels and draft messages you send yourself. Posting always waits for your Send.

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Many companies hand out work in Microsoft Teams. Connect it and your assistants can list the channels you can see, read the latest messages in one, and draft a reply or an update for a channel. A draft shows as a card in the StellarFirm chat: you change it if you want, then press Send. Nothing is posted in Teams until you do.

At a glance#

CategoryChat
Connects withYour Microsoft work or school sign-in
AccessReads on its own; posting waits for your Send
Used byThe CEO in chat, and every assistant

What assistants can do#

AbilityHow it runs
List the teams and channels you can seeReads on its own
Read the latest messages in one channelReads on its own
Draft a message for a channelShows a card; you press Send
Post a message without youNever

Setup#

  1. Open Integrations in StellarFirm and pick Microsoft Teams.
  2. Sign in with your Microsoft work or school account and accept the permissions it asks for.
  3. If your organisation limits which apps people may approve, ask your Microsoft administrator to approve StellarFirm once. Reading channel messages needs that approval in most organisations.

The same Microsoft sign-in also covers Outlook mail and calendars when you allow them.

Permissions#

  • Your assistants see only the teams and channels your own account can open.
  • A drafted message is a card in the chat. It goes to Teams only when you press Send, and you can change it first.
  • Remove the connection under Integrations, or remove StellarFirm from your Microsoft account's app permissions, whenever you want to cut access.

Good to know#

  • Name the team and channel in your message. If the assistant is not sure which channel you mean, it lists them first.
  • Everything that sends, deploys, charges, publishes, or creates waits for your Approve, wherever you hand the work over. See approvals.
  • Delegate work compares every place you can hand work to your assistants.

Prompts to try#

PromptCatch up on a channel
Read the last day of messages in the [team] / [channel] channel in Teams and give me five lines on what was asked and who is waiting on whom.
PromptBrief from a Teams thread
Coder, read what [name] asked for in the [channel] channel in Teams. In [repository], make the change, run the tests, and open a pull request for review once I Approve. Then draft a two-line reply in that channel for me to send.