Microsoft Teams, connected to the rest of your company.
Microsoft Teams holds a piece of your business; the manual work lives in the gaps around it. We build the automations that close those gaps, against your existing account, with a person signing off on anything that matters.
What Microsoft Teams is
Microsoft Teams is the chat, meeting and calling application inside Microsoft 365. Companies that run on Microsoft use it for internal channels, online meetings with customers and calls. Its content is spread across the rest of Microsoft 365: files from a channel sit in SharePoint, files from a chat sit in OneDrive, and meetings are entries in the Outlook calendar.
What an automation reads and writes there
- Channel messages and replies
- Chats between people
- Online meetings and their calendar entries
- Meeting recordings and transcripts
- Files in a channel's SharePoint folder
Work that gets built around Microsoft Teams
Teams meeting into the CRM
A recorded Teams meeting with a customer ends. The recording or transcript becomes a note, a task list and a proposed update to the customer's CRM record. The person who ran the meeting checks the draft before it is saved. Catalogue price: $490 for setup and $79 per month for care.
Built as: Meeting to CRMNew hire added to the right teams
A start date is entered by HR. Documents are collected, the account is prepared, and the new person is added to the teams and channels their role needs once the manager approves the list. Assigned training is tracked, and open checklist items are sent to the manager in Teams.
Built as: Employee onboardingCash gap warning in the finance channel
Invoices, due dates and each payer's real habits feed a rolling 90-day forecast. When the forecast shows a gap weeks ahead, a message goes to the finance channel in Teams with the amount, the date and the invoices behind it. What to do about it stays the owner's decision.
Built as: Cash-flow guard
Before you automate against it
A meeting can only be processed if it was recorded or transcribed, which your administrator's meeting policy has to allow and which participants are shown when it starts. The recording is stored in OneDrive or SharePoint, not in Teams itself, so access has to cover that location as well.
The controls
- How we connect Through Microsoft Teams's own interfaces - API where it exists, structured exports and the mailbox where it does not. Nothing installed inside your Microsoft Teams account behind your back.
- What usually gets built Data leaving Microsoft Teams into invoices, CRM records and reports; data arriving into Microsoft Teams from orders, forms and mail - the retyping in both directions is the work that disappears.
- The controls A written spec, a full run record, an approval queue for consequential steps, and a signed proof afterwards. The same four controls every OAKMONT automation runs with.
Common questions
- Can notes be made automatically from a Teams meeting?Yes, if the meeting was recorded or transcribed. The file lands in OneDrive or SharePoint, where it can be reached through Microsoft Graph once your administrator has consented to that access. The note and the task list are drafted by software and checked by a person before they reach the CRM.
- Can an automation post into a Teams channel?Yes. A message can be posted by an application or a dedicated account that your administrator has allowed, through the interfaces Microsoft provides for Teams. A typical message carries a short summary and a link to the record. The decision itself is recorded in the approval queue, not only in the chat.
- Can OAKMONT automate Microsoft Teams?Yes - Microsoft Teams is on the creator's systems list, and automations are built against your existing account through its own interfaces. Describe the workflow and a person replies with a fixed quote.
- What does a Microsoft Teams automation cost?Catalogue prices start at $490 for a single delivered workflow, with care from $79/month. The fixed price for your case is confirmed by a person in writing before any work starts.
- Is our Microsoft Teams data safe?Every automation runs with a written spec and a full run record, consequential steps wait for human approval, and for work that must never leave your building there is the Private AI Box - the whole stack on your own hardware.
The full catalogue, with prices and the ROI dial: browse the automations