{"id":1656,"date":"2021-01-07T20:54:55","date_gmt":"2021-01-08T01:54:55","guid":{"rendered":"https:\/\/blog2wrkdev.wpenginepowered.com\/popular-teams-automations\/"},"modified":"2026-09-30T07:51:16","modified_gmt":"2026-09-30T11:51:16","slug":"popular-teams-automations","status":"publish","type":"post","link":"https:\/\/blog2workato.wpengine.com\/popular-teams-automations\/","title":{"rendered":"3 Teams Automations that Can Transform Your Customer and Employee Experience"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Employees can use Microsoft Teams in variety of ways\u2014from calling colleagues to sharing files to managing calendars.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In addition to its everyday use cases, you can build end-to-end automations around <a href=\"https:\/\/www.workato.com\/integrations\/microsoftteams\/?utm_source=blog&amp;utm_medium=teams-automations\" target=\"_blank\" rel=\"noreferrer noopener\">Teams<\/a> that can fundamentally change how your organization operates. This simply involves an enterprise chatbot (namely, <a href=\"https:\/\/www.workato.com\/workbot-teams\/?utm_source=blog&amp;utm_medium=teams-automations\" target=\"_blank\" rel=\"noreferrer noopener\">Workbot for Teams<\/a>) that can communicate between Teams and the apps your employees rely on.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To give you an idea of the automations you can build with Teams as well as how they can work, we\u2019ll review 3 common examples:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Incident management<\/li><li><a href=\"https:\/\/blog2workato.wpengine.com\/lead-routing\/\" target=\"_blank\" rel=\"noreferrer noopener\">Lead routing<\/a><\/li><li>Employee approvals<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Related: <\/em><a href=\"https:\/\/blog2workato.wpengine.com\/2020\/12\/teams-integrations\/\" target=\"_blank\" rel=\"noreferrer noopener\"><em>3 Teams integrations that can help your employees thrive<\/em><\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>1. Streamline Incident Management to Prevent Customer Churn<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Incidents, like a product bug or an inaccurate invoice, are bound to happen every so often. When they do, it\u2019s critical that you resolve them quickly\u2014both for the customers sake and for your business.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can identify and address any incident quickly and effectively by turning to automation. Here\u2019s how it can work using Teams:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1. Once an issue is identified, an employee can create a ticket in a platform like <a href=\"https:\/\/www.workato.com\/integrations\/servicenow\/?utm_source=blog&amp;utm_medium=teams-automations\" target=\"_blank\" rel=\"noreferrer noopener\">ServiceNow<\/a> or <a href=\"https:\/\/www.workato.com\/integrations\/github\/?utm_source=blog&amp;utm_medium=teams-automations\" target=\"_blank\" rel=\"noreferrer noopener\">GitHub<\/a> from Teams.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2.&nbsp; Once the ticket is created, the chatbot will notify the appropriate employee of the ticket via Teams\u2014where they can review it.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. The employee can edit (and even escalate) the ticket over time within Teams\u2014all the way through its resolution.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Related: <\/em><a href=\"https:\/\/blog2workato.wpengine.com\/2020\/10\/automated-incident-management\/\" target=\"_blank\" rel=\"noreferrer noopener\"><em>Examples of an automated incident management process<\/em><\/a><em>&nbsp;<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>2. Automate Lead Routing to Convert More Leads&nbsp;<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Like incidents, your team needs to respond to inbound leads quickly and thoughtfully. Case in point: delaying your response time from <a href=\"https:\/\/cdn2.hubspot.net\/hubfs\/733226\/LRM-info-graphic-poster-16-5x21-5_1.pdf?t=1453903505413\" target=\"_blank\" rel=\"noreferrer noopener\">5 to 10 minutes decreases your odds of qualifying a lead by 400%<\/a>.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To help your organization respond within 5 minutes (which, <a href=\"https:\/\/discover.workato.com\/get-state-of-inbound-lead-report\/p\/1\" target=\"_blank\" rel=\"noreferrer noopener\">according to our research<\/a>, only 1% of organizations manage to do successfully), you can automate your lead-routing workflow with the following automation.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1. Once a new lead comes in, an enterprise chatbot routes it to the appropriate sales rep in Teams (who they route the lead to can depend on factors like location and the rep\u2019s ability to take on new leads).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. The chatbot shares the lead along with information sourced from a CRM like <a href=\"https:\/\/www.workato.com\/integrations\/salesforce\/?utm_source=blog&amp;utm_medium=teams-automations\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce<\/a>, an enrichment tool like <a href=\"https:\/\/www.workato.com\/integrations\/clearbit\/?utm_source=blog&amp;utm_medium=teams-automations\" target=\"_blank\" rel=\"noreferrer noopener\">Clearbit<\/a>, etc.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. The sales rep can choose to accept, reject, or further investigate the lead within Teams.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/blog2workato.wpengine.com\/wp-content\/uploads\/2026\/09\/tsD_rcJA_SxK6Rt0nCI_BDh1o7gH9wzp8E-2szZ4rSWub_YlAQHnuvyM5IyLJfx5A2DiCgsZGc4VRhJu8AknUFeJWqtjHwFm7h2E-_F98qcsGqLyAXWnQtRsPWljGxvHazVBjUuy.png\" alt=\"A message in Microsoft Teams that alerts an employee about a new lead, and lets them accept, reject, or research the lead further\" width=\"337\" height=\"294\"\/><\/figure><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Fast-Track Approvals to Delight Employees<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Whether your employees want to take time off or submit an expense, it\u2019s critical that their request receives a response as soon as possible.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Using the following Teams automation, the process is not only quick and easy for the requestor, but also for the colleague tasked with approving it.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1. An employee can submit their request in Teams.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. The chatbot messages their manager, alerting them of the request.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. The manager can then review the request in Teams. For example, in the case of a PTO request, the manager can confirm whether the requestor can take those days off by reviewing their PTO balance in the HRIS (e.g. <a href=\"https:\/\/www.workato.com\/integrations\/workday\/?utm_source=blog&amp;utm_medium=teams-automations\" target=\"_blank\" rel=\"noreferrer noopener\">Workday<\/a>) from Teams.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4. Once the manager accepts or declines the request in Teams, the requestor gets notified in the business communications platform, and the relevant app (like the HRIS for a PTO request) gets updated in real time.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ready to start building automations around Teams? Learn how your organization can make use of Workbot for Teams by scheduling a demo with one of our automation experts!<\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link\" href=\"https:\/\/app.workato.com\/users\/request_demo\/?utm_source=blog&amp;utm_medium=teams-automations\" target=\"_blank\" rel=\"noreferrer noopener\">Schedule Demo<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Employees can use Microsoft Teams in variety of ways\u2014from calling colleagues to sharing files to managing calendars. In addition to its everyday use cases, you can build end-to-end automations around Teams that can fundamentally change how your organization operates. This simply involves an enterprise chatbot (namely, Workbot for Teams) that can communicate between Teams and [&hellip;]<\/p>\n","protected":false},"author":49,"featured_media":12127,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[32],"tags":[],"class_list":["post-1656","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-solutions"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>3 Teams Automations that Can Transform Your Customer and Employee Experience - Workato<\/title>\n<meta name=\"description\" content=\"These automations allow your team to work on incidents, submit and review requests, and route leads within Microsoft Teams!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog2workato.wpengine.com\/popular-teams-automations\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"3 Teams Automations that Can Transform Your Customer and Employee Experience - Workato\" \/>\n<meta property=\"og:description\" content=\"These automations allow your team to work on incidents, submit and review requests, and route leads within Microsoft Teams!\" \/>\n<meta property=\"og:url\" content=\"https:\/\/blog2workato.wpengine.com\/popular-teams-automations\/\" \/>\n<meta property=\"og:site_name\" content=\"Workato\" \/>\n<meta property=\"article:published_time\" content=\"2021-01-08T01:54:55+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-09-30T11:51:16+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/workato.com\/the-connector\/wp-content\/uploads\/2026\/09\/teams-automation.png\" \/>\n\t<meta property=\"og:image:width\" content=\"8250\" \/>\n\t<meta property=\"og:image:height\" content=\"3500\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Jon Gitlin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Jon Gitlin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/popular-teams-automations\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/popular-teams-automations\\\/\"},\"author\":{\"name\":\"Jon Gitlin\",\"@id\":\"https:\\\/\\\/www.workato.com\\\/the-connector\\\/#\\\/schema\\\/person\\\/a2f4df48701d403abb88a36add551a45\"},\"headline\":\"3 Teams Automations that Can Transform Your Customer and Employee Experience\",\"datePublished\":\"2021-01-08T01:54:55+00:00\",\"dateModified\":\"2026-09-30T11:51:16+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/popular-teams-automations\\\/\"},\"wordCount\":580,\"image\":{\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/popular-teams-automations\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/wp-content\\\/uploads\\\/2026\\\/09\\\/teams-automation.png\",\"articleSection\":[\"Solutions\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/popular-teams-automations\\\/\",\"url\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/popular-teams-automations\\\/\",\"name\":\"3 Teams Automations that Can Transform Your Customer and Employee Experience - 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