Add the Microsoft Teams Pack to your doc to send messages to chats and channels in Teams, tag your teammates, automate your workflow, and eliminate duplicated work. 

Note that the Teams Pack is available only for workspaces on the Superhuman Docs Enterprise plan.

Add the Microsoft Teams Pack to your doc

To get started with the Microsoft Teams Pack, you will first need to install the Pack in your doc:

1. Click the Insert & explore button in the upper-right corner of your doc

2. Type "Microsoft Teams" in the search bar

3. Choose Microsoft Teams from the options

4. A window will open with some info about the Pack. Click Add to doc to finish.

Put the Teams Pack to use

Now that the Pack has been installed in your doc, your next step is to add a building block from the Pack. This will also prompt the process of connecting your account. Follow the steps below:

1. Click Insert & explore
2. Search for and select the Microsoft Teams Pack

3. Here, within the Building blocks tab, you'll see all the ways you can start using the Pack. Select a building block and drag it into the canvas of your doc.

You will then be prompted to connect to your Teams account in order to access that data. Click on Connect an account and follow the steps. If this is your first time connecting to the Microsoft Teams Pack, you’ll be prompted to sign in to your Microsoft Teams account as part of this process.

Examples

For the following examples, ensure that the Microsoft Teams Pack is installed first with the instructions above. See all examples in action here.

Post a notification to a team channel

Create a button column to automatically post a message in a team.

1. After installing the Teams Pack, create a table with dates & other variables that you would like to include in your post.

2. Add or update a button column to use the Microsoft Teams Pack and select Create channel post

3. Configure the button column by adding a Teams account connection, team and channel.

4. Add a message to post in the team. If you'd like to include text from another column, type in = to the message section to open the formula builder & add in the columns with the message text:

5. Clicking any button in the column will create a post and send it to the channel that you selected:

Send a reminder message

Nudge your teammates to remind them of tasks they are assigned to using the Microsoft Teams Pack Send chat message action.

1. Add a sync table to your doc with all your Teams chats, by typing / in the canvas and Microsoft Teams. Select the Pack Tables option and choose the Chats table:

2. Create a table with tasks and include a people column to add the task assignee.

3. Add a button column to request an update from the owner. In the action dropdown, select Packs > Microsoft Teams > Send chat message.

4. If you would like to dynamically send a message to the person tagged in the people column, ensure that:

   1. the person tagged in the people column is in your Microsoft organization (with the same email address)

   2. you have an existing chat with the person in Teams

5. After selecting a Microsoft account to send the message from, click the f button to display the button action as a formula.

6. Compose a formula that identifies the correct chat & sends a message - below is an example. The formula retrieves the most recent chat with the Assigned to column and sends the following message: 👋 Hello! Mind updating your status on [task name here]? Thanks!

   SendChatMessage(  
   [User's private Microsoft Teams account],   
   Chats.Filter(    
   Members.Contains(thisRow.[Assigned to]) and [Chat type]="oneOnOne")    
   .First().Chat.Id,   
   Concatenate(    
   "👋 Hello! Mind updating your status on ",    
   thisRow.Task,    
   "? Thanks!"  
   ))
    

7. Once completed, press the button to remind your colleagues of their assigned task.

Retrieve teams, channels & chats with the Microsoft Teams Pack

This Pack can also be used to retrieve teams, channels and chats for quick access to your communication hub. You can easily sort and categorize your different communication channels & build quick links to your communication hubs from a doc.

See it in action here.

FAQs

Related resources

• Overview: Use Packs in Superhuman Docs