Introduction
Connect Microsoft Teams to Sana to send messages and search conversations across direct messages and channels. Send updates to channels and chats, search across messages and view shifts directly from Sana. In summary, the connector has the following key characteristics:
Category: Communication
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
Search messages |
Send messages |
Create channels |
List channels |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Microsoft Teams. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Create channel |
Get chat message |
Get current user |
List channel messages |
List channels |
List chats |
List messages in chat |
List shifts |
List teams |
Search messages |
Send channel message |
Send chat message |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:
Scope | Purpose |
User.Read | Read basic profile information for the signed-in user. |
Read the user's primary email address. | |
offline_access | Maintain access to Microsoft Teams data when you are not actively signed in. |
openid | Sign you in and identify you using the OpenID Connect protocol. |
profile | Read additional basic profile details (name, picture, locale). |
Chat.Read | Read 1:1 and group chat messages you have access to. |
Chat.ReadWrite | Read and send or edit chat messages you have access to. |
ChatMessage.Send | Send new messages in chats on your behalf. |
Channel.ReadBasic.All | Read basic information about all Teams channels (name, description, membership). |
ChannelMessage.Read.All | Read all messages in all Teams channels you have permission to access. |
ChannelMessage.Send | Send new messages in Teams channels on your behalf. |
Team.ReadBasic.All | Read basic information about all Teams (name, description, membership). |
Schedule.Read.All | Read calendar and scheduling information across Teams and Outlook for your tenant. |
Set up instructions
Prerequisites:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find Microsoft Teams in the list of available integrations
Scroll to the Available integrations section and locate Microsoft Teams.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: Sign in to Microsoft Teams and approve the requested scopes
You'll be redirected to Microsoft Teams to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 5: Complete the set up
You've successfully connected your Microsoft Teams account. Click Continue to complete the setup and start using the connector.