What Is Inside the Microsoft Teams AI Integration
Bringing approvals and answers into Teams has to stay fast without cutting corners on control. Here is how the cards, the bot and the permissions work together.
From a Teams message to a properly recorded action
Everything needed to decide, in one message
An approval card carries the record it concerns, the relevant history and any policy checks already run, so the approver has what they need without opening the ERP. Approve or reject triggers the same workflow the ERP already runs, with the same audit entry created.
- Full context attached to every approval card.
- Policy checks already run and shown before the decision.
- Same ERP workflow and audit entry as a manual approval.
A bot that knows what it should and should not answer
Before answering a question, the bot checks the asking person's role against your ERP's own permission rules, so a sensitive figure is only shared with someone already entitled to it, in Teams exactly as in the ERP.
- Access checked against your existing ERP permissions.
- No broader visibility than the ERP already grants.
- Declines a question clearly rather than answering incorrectly.
The relevant data, ready before the meeting starts
For a recurring review meeting, the integration can surface the relevant ERP data automatically ahead of time, in the meeting chat, so the discussion starts from the numbers instead of from someone pulling a report at the last minute.
- Relevant data surfaced ahead of scheduled meetings.
- Posted directly into the meeting chat automatically.
- No last-minute report pull before a review.
Everything the Teams integration includes
Direct message and channel support
Private or shared questions and alerts, depending on how your team is organised.
Approval escalation
Unactioned approvals escalated automatically after an agreed time window.
Card templates per workflow
Different approval and alert card layouts tailored to each specific workflow.
Usage analytics
What is being asked and approved through Teams, tracked for visibility over time.
Tenant-level controls
Admin controls to manage which teams and users the integration is active for.
Model-agnostic build
Built so the underlying AI approach can be upgraded without a rebuild.
See What Your Teams Workspace Could Handle
Book a free consultation. Tell us your ERP and Teams setup, and we will scope the first workflow worth connecting.
Book a Free Consultation →