Microsoft Teams / INTEGRATION GUIDE

Microsoft Teams + Angelwood Integration

Get client activity alerts in Teams. Approvals, payments, and engagement notify your channels.

QUICK ANSWER

Connect Microsoft Teams with Angelwood to receive instant notifications when clients view updates, approve milestones, or submit payments.

WHO THIS IS FOR

Best for teams already relying on Microsoft Teams and needing their client-facing updates, approvals, or reporting to stay in sync.

THE WORKFLOW

What you get with Microsoft Teams

Seamlessly connect your workflow with Angelwood

01

Channel Notifications

Route client activity notifications to specific Teams channels.

02

Approval Alerts

Get notified when clients approve milestones or request changes.

03

Adaptive Cards

Rich notification cards with client details and quick action buttons.

FROM SETUP TO SHARED CONTEXT

How it works

Get started with Microsoft Teams in minutes

  1. 01

    Add Angelwood to Teams

    Install the Angelwood app from the Teams marketplace.

  2. 02

    Configure channels

    Choose which channels receive different notification types.

  3. 03

    Set notification rules

    Define which events trigger Teams notifications.

  4. 04

    Stay informed

    Your team sees client activity without leaving Teams.

IN PRACTICE

How firms use Microsoft Teams with Angelwood

Ways to apply this workflow to client work

01

Enterprise Agencies

Integrate with existing Microsoft 365 workflow for client alerts.

OutcomeNo new tools for team adoption

02

Account Managers

Get instant alerts when clients engage so you can respond quickly.

OutcomeImprove client response time by 60%

03

Cross-Functional Teams

Route different notifications to creative, accounts, and finance channels.

OutcomeRight people see right information

GOOD QUESTIONS

Microsoft Teams Integration FAQs

Which Teams plans are supported?

All Microsoft Teams plans including Free, Essentials, and Enterprise.

Can I use private channels?

Yes. Notifications can route to both public and private channels.

Are direct messages supported?

Yes. Get personal notifications via Teams DM in addition to channels.

Can I take actions from Teams?

View client details from notifications. Interactive actions coming soon.

Is Power Automate integration available?

Yes. Use Power Automate to extend workflows beyond basic notifications.

YOUR NEXT STEP

Ready to connect Microsoft Teams?

Start your 14-day free trial. No credit card required.