WORKFLOW TEMPLATES

Microsoft Teams workflows

352 ready-to-run microsoft teams workflows, each linked to the integrations it uses.

Filter

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…

PostgreSQLGitHub
Sim · 6 steps

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.

AirtablePagerDuty
Sim · 6 steps

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.

StripeAirtable
Paperclip · 6 steps

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.

PostgreSQLConfluence
Sim · 5 steps

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.

ElevenLabs
Sim · 6 steps

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.

Google CalendarAirtable
Sim + Paperclip · 6 steps

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.

PostgreSQLPagerDuty
Sim + Paperclip · 7 steps

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.

AirtableGmail
Sim · 6 steps

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.

GmailHubSpotLoom
Sim · 6 steps

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.

PagerDutyDiscord
Sim · 7 steps

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.

CodaElevenLabsLoom
Sim · 7 steps

Agent-Written On-Call Handoff Narrative

On a schedule, an agent reads open incidents, alert history, and watch-items across PagerDuty, Datadog, and Sentry.

PagerDutyDatadogSentry
Paperclip · 6 steps

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.

Sim · 5 steps

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.

Confluence
Paperclip · 6 steps

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.

Notion
Sim · 6 steps

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.

AirtablePostgreSQL
Sim · 6 steps

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…

Notion
Sim · 5 steps

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.

Airtable
Sim · 5 steps

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.

PostgreSQLAirtable
Sim · 5 steps

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.

NotionGmail
Sim · 6 steps

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.

GmailPostgreSQL
Sim · 5 steps

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.

Google BigQuery
Sim + Paperclip · 5 steps

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.

PostgreSQLGoogle Drive
Sim · 6 steps

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.

AirtableGoogle Drive
Sim · 6 steps

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.

ConfluencePostgreSQL
Sim · 6 steps

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.

AirtableCoda
Sim · 6 steps

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.

ConfluencePostgreSQL
Paperclip · 6 steps

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.

PostgreSQLConfluence
Sim · 6 steps

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.

Google DriveAirtable
Sim · 6 steps

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.

PostgreSQL
Sim · 6 steps

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.

Google Drive
Sim · 5 steps

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.

Confluence
Sim + Paperclip · 5 steps

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.

PostgreSQLLinear
Sim · 6 steps

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.

Zendesk
Sim · 6 steps

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.

Google CalendarAirtable
Sim + Paperclip · 6 steps

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.

PostgreSQLConfluence
Sim · 5 steps

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.

ConfluencePostgreSQL
Sim · 5 steps

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.

ConfluencePostgreSQL
Paperclip · 5 steps

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.

Google CalendarAirtable
Sim · 5 steps

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.

Airtable
Sim · 5 steps

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…

GitHubAirtable
Paperclip · 6 steps

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…

ZoomPostgreSQL
Sim · 5 steps

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…

AirtableGmail
Sim · 6 steps

Leadership Hire Early Warning

Detects when competitors post senior or executive-level roles, enriches each with an LLM read on what the hire signals.

Airtable
Sim · 7 steps

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.

CodaGmail
Sim · 5 steps

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.

PostgreSQLGitHub
Sim · 5 steps

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.

Google CalendarNotion
Sim · 5 steps

Invoice Pre-Match with Tiered Approval Routing

Parses invoices landed in Dropbox, three-way matches them against PO and receipt data in BigQuery.

DropboxGoogle BigQuery
Sim · 6 steps

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.

Notion
Sim · 6 steps

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…

Google BigQuery
Sim · 6 steps

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.

Cloudflare
Sim · 5 steps

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.

GitHubLinear
Sim · 5 steps

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.

Google BigQueryAirtable
Sim · 6 steps

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.

PostgreSQLSnowflake
Sim · 6 steps

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.

BravePagerDuty
Sim · 7 steps

Cross-Team Dependency Detector from Standups

Reads each team's Loom standups and commit activity, detects when one team is blocked waiting on another.

LoomGitHub
Sim · 6 steps

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.

HubSpot
Sim · 6 steps

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.

DropboxPostgreSQLLinear
Paperclip · 6 steps

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.

AirtablePagerDuty
Sim · 5 steps

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…

Dropbox
Sim · 5 steps

Start with a template, not a blank canvas.

14-day trial. No DevOps. No Sales call. Provisioned in under a minute.

Microsoft Teams Workflows — Agent Hive