WORKFLOW TEMPLATES
Microsoft Teams workflows
352 ready-to-run microsoft teams workflows, each linked to the integrations it uses.
352 workflows
Route Dependency Release Notes to Affected Package Owners
When a watched dependency publishes a new release, determine which monorepo packages import it and notify each package's CODEOWNERS with a tailored summary of what changed…
Page the right stakeholders into the war-room by service tier
After a war-room bridge exists, this workflow looks up the affected service's tier and pages the matching escalation group.
Agent-driven FX drift investigation and re-approval write-up
When a foreign invoice trips the FX drift threshold, an agent gathers the invoice, rate history, and counterparty context.
Incident Runbook Walkthrough Agent via Webhook
Given an active incident, retrieves the matching runbook and returns a step-by-step remediation walkthrough with citations, then posts a status thread to Microsoft Teams.
Voicemail Lead Scoring and Round-Robin Routing into Salesforce
Transcribes demo voicemails, scores each caller's intent and fit from the transcript, routes hot leads round-robin to the right Salesforce owner.
Screen visitors for NDA and security pre-approval before arrival
An agent reviews each external calendar guest against your visitor policy, decides whether they need an NDA or escort, drafts the right pre-arrival email.
Aggressive Price-Cut Escalation to PagerDuty and MS Teams
Frequently scrapes priority competitors, and when an agent judges a price cut large enough to threaten active deals.
Pre-register a visitor, email a QR badge, and alert the host on arrival
When a host submits a visitor pre-registration form, this creates a visitor record, emails the guest a scannable QR badge with arrival instructions.
Turn an inbound demo-request reply into a tailored Loom script
When a prospect replies asking for a demo or pricing, parses the email, enriches the sender against HubSpot, drafts a Loom script answering their specific question.
Broadcast a brand crisis across PagerDuty, Teams, and Discord
When negative mention volume crosses a true crisis threshold, it fans out a single alert simultaneously to the PagerDuty on-call, an MS Teams leadership channel.
Quarter-close Coda OKR to board-ready narrated Loom package
On a button press in Coda, compiles full-quarter OKR results into a board narrative, narrates it with ElevenLabs, builds a Loom QBR video.
Agent-Written On-Call Handoff Narrative
On a schedule, an agent reads open incidents, alert history, and watch-items across PagerDuty, Datadog, and Sentry.
Flag returning visitors from target and competitor-adjacent accounts
Matches each repeat anonymous visitor against a watchlist of target and competitor-customer accounts, enriches the matches.
Agent-driven full onboarding kit for a new department mailbox
An agent takes a new-department brief, provisions the Outlook shared mailbox, configures signature and auto-reply, creates a Teams channel, and files an onboarding doc.
Consolidate Interview Feedback into a Hiring Decision Brief
When all interviewers submit their feedback for a candidate, this workflow merges every scorecard into a single decision brief, flags biased language.
Multi-Warehouse Stock Finder Across Airtable and Postgres
Answers "who has this part" by checking the Airtable floor base for the local site and a Postgres ERP table for sister warehouses.
Split-Decision Hiring Escalation Router
When aggregated scorecards show the panel is divided, this routes the candidate to a calibration review with a structured disagreement brief instead of letting a borderline hire…
Real-Time Strategy-Shift Alert from New Job Reqs
Watches a webhook feed of newly indexed competitor job postings and fires an immediate alert when a posting signals a strategic pivot.
Self-Serve Spike to CSM Handoff
When a self-serve account's usage crosses an enterprise-grade threshold in the product DB, it flags the account in Airtable, drafts a sales-assist outreach email.
Auto-draft a follow-up when a promised deadline passes
Watches your Notion commitment tracker daily for promises whose due date has passed without being marked done.
Emailed Invoice PDF Drift Detector
Parses vendor invoice PDFs arriving in Gmail, extracts the billed amount with an LLM, checks it against the contracted recurring price in Postgres.
Route employee role interest to best-fit open reqs
When an employee submits an interest form via webhook, looks up their skill profile in BigQuery, ranks the currently open requisitions against it.
Onboarding Access Completion Verifier and Nudge
On a new hire's start date, verifies every required account was actually created across systems and nudges IT about any gaps before the employee logs in.
Scheduled Pre-Start Access Prep Sweep
Each morning, scans for hires starting in three days and pre-stages their accounts and welcome materials so everything is ready before day one.
Weekly Handbook Reindex for the HR Concierge
On a schedule, pulls the latest pages from the Confluence handbook space, embeds them, and refreshes the concierge's knowledge index so answers always reflect the current policy.
Build a Hiring-Committee Decision Packet from Interview Scorecards
When all interviewers submit their scorecards for a candidate, this compiles them into a single decision packet with averaged ratings, a synthesized strengths/risks summary.
Agentic Benefits Concierge Across Confluence and Past Tickets
An agent in Teams resolves multi-step benefits questions by reasoning over the HR Confluence space and prior resolved questions in Postgres.
Personalized Benefits Answers Using Employee Eligibility Data
Answers benefits questions in Teams by combining policy text from Confluence with the asker's own eligibility and plan tier stored in Postgres, so responses are specific to them.
Track Invoice PDFs in Drive and Catch Renewal Price Jumps
Watches a Google Drive invoices folder, extracts the vendor and total from each new PDF, updates a per-vendor price history in Airtable.
Duplicate Invoice Detection from Outlook with Teams Alerts
Catches duplicate vendor invoices as they arrive in Outlook by fingerprinting vendor, invoice number, and amount against Postgres history.
Day-One SaaS Access Bundle from HR Webhook
When HR marks a new hire as starting, this provisions their core SaaS accounts (email, chat, file storage) based on their department and posts a checklist to the IT channel.
New-Hire Onboarding: Proactive Policy Walkthrough Bot
When a new employee is added, the concierge proactively DMs them in Teams with a guided handbook walkthrough and answers their follow-up policy questions from Confluence.
Daily blocklist check for sending IPs
Each morning checks your sending IPs and domains against public blocklists via an HTTP reputation API, and if any are listed.
PII Request Capture: Ticket and Human Handoff
When an employee's HR question requires personal data, this flow opens a tracked HR ticket, redacts sensitive details from logs.
Daily Room Capacity Rebalance and Right-Sizing Digest
Each morning analyzes the day's bookings against room sizes, recommends moving oversubscribed small meetings and undersized large bookings.
ADR Weekly Digest: summarize new and superseded decisions to Teams
Each week, gathers ADRs that were added, accepted, or superseded, summarizes the architectural impact with an LLM.
Escalate Unanswered Benefits Questions to HR with Logging
When the benefits bot can't ground an answer in Confluence, it opens a tracked escalation to HR in Teams and logs the gap in Postgres so the knowledge base can be improved.
New-Hire Onboarding HR Concierge over Confluence
When a new hire joins, an agent-driven concierge in Teams proactively walks them through key HR policies from Confluence, answers their questions in context.
Interviewer Decline Auto-Substitution
When an interviewer declines or cancels a scheduled round, it instantly finds a qualified, under-booked substitute, books them into the existing slot.
Catch invoices that bill above the matching purchase order
Reads invoices arriving in Outlook, matches each to its purchase order in Airtable by PO number.
New-Hire Toolkit Provisioning Agent
An agent-driven onboarding bot that interviews a new hire in Teams about their role, then provisions GitHub access, SaaS licenses, and access requests via webhook in one guided…
Alert sales leaders in Teams when a new or rising objection pattern appears
After each Zoom call is analyzed, compares the objection types against recent history and pings a Microsoft Teams channel when a new objection or a sharp rise in an existing one…
Screen pre-registered visitors against a watchlist before issuing a badge
When a visitor is pre-registered this checks their name and email against a security watchlist, then either issues a badge automatically or routes the request to security…
Leadership Hire Early Warning
Detects when competitors post senior or executive-level roles, enriches each with an LLM read on what the hire signals.
Weekly Trend-Board Snapshot to Stakeholders
Each week, reads the current state of the Coda earnings theme trend board, has an LLM summarize the top movements and any newly added competitor data.
Incident Webhook to Owner Lookup and Teams Page
When an incident webhook fires for a service, looks up the owner in the catalog plus the last committer in GitHub.
Pre-Interview Prep Pack Distributor
Before each scheduled interview, it builds a per-panelist prep pack with the candidate context and the focus area they own.
Invoice Pre-Match with Tiered Approval Routing
Parses invoices landed in Dropbox, three-way matches them against PO and receipt data in BigQuery.
Flag Stale Internal Reqs with No Qualified Applicants
Daily, it finds internal roles open past a threshold with no internal applicants, checks whether any eligible employees exist, and alerts the recruiter in MS Teams.
Outlook invoice approval routing by amount and cost center
Reads emailed vendor invoices, looks up the cost center owner in BigQuery, and routes each invoice for approval to the right manager via Microsoft Teams using amount-based…
Cloudflare health check failure to status draft
On a Cloudflare health-check failure, this confirms the outage is sustained, drafts a degraded-performance notice, and routes it to Microsoft Teams for sign-off before publishing.
Third-Party Token Leak Vendor Disclosure Notifier
When a push exposes a third-party vendor token (Stripe, Datadog, etc.), it notifies the vendor's revocation endpoint via webhook, alerts your team in MS Teams.
Month-end FX variance recompute and materiality report from BigQuery
On a month-end schedule, reads the booked foreign invoices from BigQuery, revalues them at the period-close rate, ranks the largest variances.
Month-end FX revaluation of open invoices into a Snowflake report
On the last business day it revalues every open foreign invoice at the month-end closing rate, builds an unrealized FX gain/loss snapshot in Snowflake.
High-Severity Filing Escalation to PagerDuty and Teams
Continuously watches for adverse regulatory filings on portfolio holdings, and when a filing is judged high-severity (going-concern, restatement.
Cross-Team Dependency Detector from Standups
Reads each team's Loom standups and commit activity, detects when one team is blocked waiting on another.
Morning Outlook Agenda Digest with CRM Snapshots for Today's Calls
Each weekday morning this scans your Outlook calendar for the day's external meetings, pairs each with a short HubSpot snapshot.
Quarterly Dropbox Access Attestation Campaign
Agent-driven quarterly campaign that compiles each sensitive Dropbox folder's external collaborators, asks the owner via Teams to attest line by line.
Page After-Hours Building Anomalies to the Duty Manager in Teams
Filters incoming sensor anomalies by time of day, and during nights and weekends routes only safety-critical faults (fire, water, power.
Escalate field-tech questions the SOP corpus can't confidently answer
Answers technician emails from the Dropbox SOP library when grounding is strong, and when retrieval confidence is low it escalates the question to the on-call subject-matter…

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