Teams Integration

We leverage Power Automate, Teams Connectors, SharePoint Lists, and custom logic to orchestrate approvals, track action items, and deliver personalized insights to the right people, in the right channel, at the right time.

Choose your plan

Ready to transform your business?

Cross-Site Digital Transformation Suite

A tailored package for multi-site organizations to standardize reporting, workflows, checklists, alerts, and training through a centralized Teams-powered system.

Features
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Site-level dashboards (Power BI) with RLS and facility-based segmentation
Site reporting forms (Power Apps) — inspections, safety, supply issues
Shared escalation matrix + workflow orchestration
Embedded in dedicated Teams spaces by location

Data-Aware Copilot with Workflow Execution

A Copilot solution for Microsoft Teams that not only answers your business questions — it executes tasks based on structured data and role access.

Features
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Azure OpenAI-augmented chatbot hosted in Teams
Integrated with Power BI, Dataverse, Excel, SharePoint
User-based permissions + flow triggers
3 use cases + training for non-technical users

Process Automation Mesh

A fully orchestrated system of adaptive cards, flows, data triggers, and task routing for enterprise-level process automation across Teams, Outlook, SharePoint, and more.

Features
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Discovery session with stakeholders to map key manual workflows
6+ adaptive card-driven processes (e.g., approvals, escalations, reviews)
Centralized Power Automate logic hub
Integration with Excel, Dataverse, Outlook, SharePoint

Copilot for Teams (AI Assistant Buildout)

A custom-built Copilot for Teams that understands your KPIs, workflows, and terminology — and helps users act, ask, and automate from one chat window.

Features
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Power Virtual Agent (Copilot) build + training on your operations
Up to 30 FAQs/queries and 3 task flows (e.g., “Assign inspection”, “Check KPI”, “Log issue”)
Data access to Power BI, SharePoint, Excel, or Dataverse
Integration with Teams chat or specific channels

Teams Workflow Automation Starter

Digitize approvals, automate reminders, and improve communication inside Teams without disrupting existing workflows.

Features
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3 custom Adaptive Cards for workflows (e.g., approval, incident log, task update)
Power Automate flows behind each card
Role-based approval routing with email + Teams notifications
Optional SharePoint/Excel integration

Real-Time Excel to Teams Dashboard

Live Excel Data, No File-Sharing Required We connect live Excel data (stored in SharePoint/OneDrive) directly to dashboards or messages inside Teams.

Features
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Dynamic Excel-linked Power BI visuals or Power App
Scheduled refresh + Power Automate trigger for changes
Teams tab dashboard or card summary in channel
Optional version history or row-level change alert

Custom Adaptive Cards + Workflow Engine

Automate Conversations with Precision We build adaptive cards that appear in Teams with pre-filled data, buttons, conditional logic, and routing — powering approvals, updates, reminders, and feedback collection.

Features
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Up to 3 adaptive card templates
Power Automate flows behind each (submit → route → update)
Pre-fill logic from SharePoint, Excel, or Dataverse
Integration with Planner, Outlook, or custom databases

KPI Tracker + Auto Action System (Teams App

Monitor KPIs and Take Action — All Inside Teams A dynamic Teams-integrated KPI board with threshold alerts and embedded action workflows (assign task, notify team, start approval).

Features
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KPI panel embedded into a Teams tab (custom Power App)
Live KPI data from Power BI or Excel
Auto-triggers (e.g., fill rate < 95% → assign task to manager)
Action history + assignment log

Embedded Power BI in Microsoft Teams

Put Dashboards Where People Work. Integrate your operational dashboards directly into Teams channels, with role-based visibility and update notifications.

Features
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Power BI embed into selected Teams channels
Tab configuration for dashboard layout
Security checks (workspace roles, RLS)
Scheduled refresh validation