> ## Documentation Index
> Fetch the complete documentation index at: https://docs.flowla.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Microsoft Teams

> Connect Flowla to Microsoft Teams to receive real-time notifications about your rooms directly in your team's channels or as direct messages.

## Overview

Stay on top of every deal without leaving Teams. The Flowla × Microsoft Teams integration allows your team to stay on top of deal activity without leaving Teams. Once connected, Flowla can send automated notifications to any Teams channel or directly to individual users whenever key events happen in your rooms — like a prospect downloading an asset, viewing a room, or leaving a comment.

<CardGroup cols={2}>
  <Card title="Channel notifications" icon="megaphone">
    Route alerts to shared channels so your whole team sees deal activity as it happens.
  </Card>

  <Card title="Direct messages" icon="envelope">
    Send notifications privately to individual team members.
  </Card>

  <Card title="Room owner alerts" icon="user">
    Flowla detects who owns a room and notifies them automatically.
  </Card>

  <Card title="Granular control" icon="sliders">
    Choose which events trigger notifications and configure separate rules per recipient.
  </Card>
</CardGroup>

***

## Requirements

Before setting up the integration, make sure you have:

* A **Microsoft 365 account** with permission to grant admin consent for your organization (typically a Teams or Azure AD administrator)
* The **Flowla Teams bot** installed in at least one Teams team (required for sending notifications to channels and DMs — see Installation below)
* **Admin access in Flowla** to manage integrations

***

## Setting Up the Integration

The setup has two parts:

<Steps>
  <Step title="Connect your Microsoft tenant">
    Authorizes Flowla to communicate with your Microsoft 365 environment.
  </Step>

  <Step title="Install the Flowla bot">
    Adds the Flowla bot to your Teams workspace so it can send messages.
  </Step>
</Steps>

Both steps are required. You can send notifications to channels or DMs only after the bot has been installed in a team.

***

### Part 1 — Connect Your Microsoft Tenant

<Steps>
  <Step title="Open the integration settings">
    In the left sidebar, click **Integrations**, then select **Microsoft Teams** and click **Connect**.
  </Step>

  <Step title="Sign in to Microsoft">
    You will be redirected to a Microsoft login page. Sign in with your Microsoft 365 account and review the permissions Flowla is requesting.
  </Step>

  <Step title="Grant consent">
    Depending on your Microsoft permissions, one of two things will happen:

    <Tabs>
      <Tab title="I have admin rights">
        <Steps>
          <Step title="Accept permissions">
            Click **Accept** on the Microsoft permissions screen.
          </Step>

          <Step title="Return to Flowla">
            You will be redirected back to Flowla — your tenant is now connected. Proceed to Part 2.
          </Step>
        </Steps>
      </Tab>

      <Tab title="I don't have admin rights">
        Microsoft will show a notice that admin approval is required. When you return to Flowla, a modal titled **"Admin consent required"** will appear.

        <Steps>
          <Step title="Copy the consent link">
            In the modal, click **Click to copy** to copy the admin consent link.
          </Step>

          <Step title="Send to your admin">
            Send that link to your Microsoft 365 administrator. **They do not need a Flowla account** to approve it.
          </Step>

          <Step title="Admin approves">
            Your admin visits the link, signs in with their Microsoft credentials, and clicks **Accept**.
          </Step>

          <Step title="Connect again">
            Once your admin has approved, return to Flowla and click **Connect** again. Sign in and click **Accept** — you will be redirected back and the tenant will be connected.
          </Step>
        </Steps>

        <Note>
          The admin approval is a one-time step per Microsoft tenant. Once your admin has approved Flowla, all future users from the same organization can connect without needing admin involvement.
        </Note>
      </Tab>
    </Tabs>
  </Step>
</Steps>

<Note>
  This authorization grants Flowla permission to read your Teams structure (teams, channels, members) and send messages via the Flowla bot. It does not give Flowla access to your Teams messages or files.
</Note>

***

### Part 2 — Install the Flowla Bot

The Flowla bot must be installed in at least one Microsoft Teams team before notifications can be sent. Choose the option that fits your use case:

<Tabs>
  <Tab title="Channel notifications">
    To send notifications to a Teams **channel**, install the Flowla bot directly into the team that contains the channel.

    <Steps>
      <Step title="Open Microsoft Teams">
        Navigate to the team where you want to receive Flowla notifications.
      </Step>

      <Step title="Open team settings">
        Click the **...** (More options) next to the team name → **Manage team**.
      </Step>

      <Step title="Go to the Apps tab">
        Click **Get more apps** (or **Add an app**).
      </Step>

      <Step title="Install Flowla">
        Search for **Flowla** in the Teams App Store, click **Add** → select **Add to a team**, choose the team, and click **Set up a bot**.
      </Step>
    </Steps>

    Once installed, Flowla can post to any channel in that team. You will see a welcome message from the Flowla bot in the General channel confirming the installation.

    <Note>
      Only **standard (public) channels** are supported. Private channels are not available.
    </Note>
  </Tab>

  <Tab title="Direct messages (DMs)">
    To send notifications as **direct messages**, the Flowla bot must be installed in each recipient's personal Teams app space. This is a Microsoft Teams requirement for bot-initiated 1:1 messages.

    Choose one of the following methods:

    <AccordionGroup>
      <Accordion title="Option B1 — Each user installs the app themselves">
        Each person who should receive DMs from Flowla needs to install the Flowla app in their personal Teams space:

        <Steps>
          <Step title="Open Microsoft Teams">
            Click **Apps** in the left sidebar.
          </Step>

          <Step title="Search for Flowla">
            Search for **Flowla** and click **Add** — make sure to add it to your **personal space** (not a team).
          </Step>
        </Steps>

        Once installed, Flowla can send that user direct messages.
      </Accordion>

      <Accordion title="Option B2 — Teams admin deploys the app org-wide">
        A Teams administrator can push the Flowla app to all users so they don't have to install it themselves:

        <Steps>
          <Step title="Open Teams Admin Center">
            Sign in to the **Microsoft Teams Admin Center** at [admin.teams.microsoft.com](https://admin.teams.microsoft.com/).
          </Step>

          <Step title="Find the Flowla app">
            Go to **Teams apps → Manage apps**, search for **Flowla**, and open the app. Under **Actions**, adjust the org-wide availability settings.
          </Step>

          <Step title="Update the setup policy">
            Go to **Teams apps → Setup policies** and edit the **Global (Org-wide default)** policy or create a new one.
          </Step>

          <Step title="Add Flowla to installed apps">
            Under **Installed apps**, click **Add apps**, search for Flowla, and add it. Save the policy.
          </Step>
        </Steps>

        Teams will automatically install the Flowla app in the personal space of all affected users.
      </Accordion>

      <Accordion title="Option B3 — Teams admin creates a custom setup policy">
        If you only want to enable DMs for a specific group of users (not everyone):

        <Steps>
          <Step title="Open Teams Admin Center">
            Sign in to the **Microsoft Teams Admin Center**.
          </Step>

          <Step title="Create a new policy">
            Go to **Teams apps → Setup policies** and click **Add**.
          </Step>

          <Step title="Add Flowla">
            Under **Installed apps**, add **Flowla** and save the policy.
          </Step>

          <Step title="Assign users">
            Go to **Users** and assign the policy to the relevant users.
          </Step>
        </Steps>

        Users assigned to this policy will have the Flowla app automatically installed in their personal Teams space.
      </Accordion>
    </AccordionGroup>

    <Note>
      Options B2 and B3 are performed entirely in Microsoft Teams Admin Center. The Teams admin does not need a Flowla account. Once users have the app in their personal space, Flowla can send them direct messages without any further action from the user.
    </Note>

    <Warning>
      If a user has not installed the Flowla app in their personal space (by any of the methods above), DMs to that user will fail silently — channel notifications are unaffected.
    </Warning>
  </Tab>
</Tabs>

***

## Available Notifications

You can configure Flowla to notify you whenever any of the following events occur in your rooms:

| Notification         | Description                                                                             |
| -------------------- | --------------------------------------------------------------------------------------- |
| **Asset Downloaded** | A visitor downloaded a file or asset from a room                                        |
| **Comment Added**    | A visitor or team member added a comment in a room                                      |
| **Room Viewed**      | A visitor opened and viewed a room                                                      |
| **Room Shared**      | A room was shared with a new recipient                                                  |
| **Reaction Added**   | A visitor or team member commented in the room with an emoji or reaction in mobile view |
| **Task Completed**   | A task inside a room was marked as complete                                             |
| **Overdue Reminder** | A task or action item in a room is past its due date                                    |

You can enable any combination of these per notification rule. For example, send only **Asset Downloaded** and **Room Viewed** events to a shared sales channel, while sending **all** events as a DM to the room owner.

***

## Managing Notification Settings

Notification rules (called **Notification Sets**) define who receives which notifications. Each rule targets a single recipient — a channel, a specific user, or the room's owner — and specifies which events to deliver.

### Accessing Notification Settings

1. In the left sidebar, click **Integrations**, then select **Microsoft Teams**
2. Your configured notification sets are listed in the left panel
3. Click any existing rule to edit it, or click **Add** to create a new one

***

### Creating a Notification Rule

<Steps>
  <Step title="Open the rule editor">
    Click **Add** (or the **+** button).
  </Step>

  <Step title="Select a Team">
    Choose the Microsoft Teams team this rule applies to.
  </Step>

  <Step title="Select a Recipient Type">
    * **Channel** — sends the notification to a Teams channel
    * **User** — sends the notification as a direct message to a specific team member
    * **Room Owner** — automatically sends the notification to whoever owns the Flowla room the event occurred in
  </Step>

  <Step title="Select the Recipient">
    * If **Channel**: choose from the list of available channels in the selected team
    * If **User**: search for and select a team member by name
    * If **Room Owner**: no additional selection needed — Flowla resolves the owner automatically
  </Step>

  <Step title="Choose Notification Types">
    Check the events you want this rule to cover.
  </Step>

  <Step title="Save">
    Click **Save**.
  </Step>
</Steps>

<Tip>
  You can create multiple rules. For example: one rule sends all events to a shared **#sales-alerts** channel, and another rule sends only **Asset Downloaded** events as a DM to each room's owner.
</Tip>

***

### Editing a Notification Rule

1. Click the rule you want to edit from the left panel
2. Modify the recipient, notification types, or active status
3. Click **Save** to apply changes

### Deleting a Notification Rule

1. Select the rule from the left panel
2. Click **Delete** at the bottom of the editor
3. Confirm deletion — this cannot be undone

***

## Disconnecting Microsoft Teams

<Steps>
  <Step title="Open the integration settings">
    In the left sidebar, click **Integrations**, then select **Microsoft Teams**.
  </Step>

  <Step title="Open the gear menu">
    Click the **gear icon** (⚙) in the top-right corner of the Teams settings panel.
  </Step>

  <Step title="Disconnect">
    Select **Disconnect** and confirm when prompted.
  </Step>
</Steps>

<Note>
  Disconnecting from Flowla does not uninstall the Flowla bot from your Teams workspace. To fully remove the bot, go to Microsoft Teams → manage the team → Apps → remove the Flowla app.
</Note>

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="I connected my tenant but no notifications are being delivered">
    **Likely cause:** The Flowla bot has not been installed in a Teams team. The OAuth connection alone is not sufficient for message delivery.

    **Fix:** Install the Flowla bot in at least one Microsoft Teams team — see Part 2 of the setup instructions above.
  </Accordion>

  <Accordion title="I can't find a channel in the dropdown">
    **Likely cause:** Private channels are not supported by the integration.

    **Fix:** Only standard (public) channels are shown. Check that the channel you're looking for is not set to private in Teams.
  </Accordion>

  <Accordion title="A team member is not receiving DMs">
    **Likely cause:** The Flowla bot has not been installed in a team that the user is a member of.

    **Fix:** Ensure the bot installation (Part 2) has been completed for a team that includes this user, or have the user install the Flowla app in their personal Teams space.
  </Accordion>

  <Accordion title="The room owner notification isn't being delivered">
    **Likely cause:** The room owner's email in Flowla does not match their email in the connected Microsoft Teams tenant.

    **Fix:** Verify that the room owner's Flowla email matches their Microsoft 365 account email exactly.
  </Accordion>

  <Accordion title="I get an error when trying to connect">
    **Likely cause:** The account used does not have Microsoft 365 admin permissions to grant consent on behalf of the organization.

    **Fix:** Sign in with an account that has admin rights. Personal or standard user accounts cannot authorize the integration.
  </Accordion>
</AccordionGroup>