Leverage Microsoft Teams Integration with Hatz AI: Features and Tools Guide

The integration of Microsoft Teams and Hatz AI unlocks a wealth of opportunities for users looking to supercharge their workflow with the power of Hatz AI. Whether you're managing team communications, streamlining project collaboration, or automating meeting schedules, this fusion brings exceptional capabilities to your fingertips.

What is the Microsoft Teams Tool?

The Microsoft Teams tool is a feature-rich integration that allows users to connect and interact directly with Microsoft Teams. It supports tools for managing teams, channels, chats, messages, and meetings. With Hatz AI now connected to this tool, you can automate tasks, streamline communication, and perform intelligent operations across your Microsoft Teams environment.

How and What Can a User Access?

Each user on the Hatz platform is required to connect their individual Microsoft Teams account through the secure integration setup detailed below, following Microsoft's authentication process.

This process ensures that the integration strictly complies with Microsoft’s security protocols while respecting the access permissions and rules assigned to each user’s account.

It’s important to note that the Hatz Microsoft Teams integration will never exceed the access levels granted to the user within Microsoft Teams, guaranteeing alignment with the platform’s governance policies. As a result, outcomes and available features may vary depending on each user’s specific permissions and authenticated access.

How to Connect to the Microsoft Teams Integration

Login to the customer dashboard view
Click the "Workshop" tab
Click "Integrations"
Click "Add Integration"
Find Microsoft Teams, click "Add"
Click "Connect with Microsoft Teams"
You may be prompted to login to your Microsoft Account - If you are already logged in on the browser it may connect automatically

Features of the Microsoft Teams Integration Tool

1. Full Team Lifecycle Management

Create and Manage Teams: Effortlessly create, update, or delete teams. You can also archive and unarchive teams to manage your workspace visibility.
List Available Teams: Get a full list of the teams you are a part of.
Utilize Templates: Create new teams based on existing company-approved templates.

2. Advanced Channel Management

Create and List Channels: Automatically create new channels within a team to organize discussions around specific topics or projects.
Fetch Channel Details: Retrieve specific information about any channel.

3. Seamless User and Member Administration

Manage Team Membership: Add new members to a team to grant them access to channels and files.
List Users and Members: Retrieve lists of users within your organization or specific members of a team.

4. Intelligent Chat and Messaging Control

Automated Channel Messaging: Post messages to any team channel directly through Hatz AI, perfect for automated reports or alerts.
Manage Chat Messages: Create new private chats, get a list of all your chats, retrieve and update messages, and list replies to a specific message.
AI-Powered Replies: Use Hatz AI to analyze a message and post an intelligent reply in a channel or a chat.

5. Effortless Meeting Scheduling

Create Meetings: Automate the creation of Microsoft Teams meetings. Schedule calls with specific participants without leaving your workflow.

Why Use the Microsoft Teams Integration with Hatz AI?

Connecting your Microsoft Teams data to and leveraging Hatz AI allows you to:

Reduce Time Spent on Manual Tasks: Automate repetitive actions like creating new project teams, sending daily status updates, or scheduling recurring meetings.
Centralize Your Workflow: Manage team creation, communication, and scheduling from a single, intelligent interface.
Enhance Productivity: Use intelligent automation to handle workflows and focus your team on high-value activities like strategic planning and customer engagement.
Streamline Onboarding: Automatically create a new team, add starting channels, and invite a new employee to the team as part of an automated onboarding process.
Improve Communication: Ensure timely and relevant information is shared with the right people by automating messages and notifications.

Real-Life Use Cases

Scenario 1: Automated Project Kickoff

When a new project is created in your system, Hatz AI can automatically trigger a workflow. It can create a dedicated Microsoft Team for the project, create initial channels like "General," "Tasks," and "Resources," and add all the project stakeholders as members, posting a welcome message to kick things off.

Scenario 2: AI-Powered Daily Digest

A manager could use Hatz AI to automatically gather all messages from a specific "Daily Standup" channel each day, generate a concise summary of the key points and action items, and post that summary to a "Management-Briefing" channel for quick review.

Scenario 3: Instant AI-Assisted Meeting Scheduling

A user can simply ask Hatz AI, "Schedule a 30-minute meeting with Sarah and John for tomorrow morning to discuss the Q4 budget." The AI will instantly create the Teams meeting, invite the specified attendees, and confirm the scheduled time, adding it to everyone's calendar.

Microsoft Teams & Hatz AI: Use Case List

This list outlines practical applications of the Hatz AI and Microsoft Teams integration. It is categorized by the core features available through the tool, providing examples of direct Chat Prompts for quick, ad-hoc tasks and Workflow Automations for more structured, repeatable processes.

1. Team & Channel Management

Use Case	Description	Chat Prompt Example	Workflow for Automation
Project Kickoff	Instantly create a dedicated Team for a new project, complete with standard starting channels.	`Create a new team named 'Project Alpha' using the 'New Project Template'.`	Automated Project Onboarding Workflow: 1. Prompts the user for a new Project Name and a list of team member emails. 2. Creates a new Team for the project. 3. Creates standard channels like 'General', 'Tasks', 'Resources', and 'Client-Comms'. 4. Adds all specified project members to the team. 5. Posts a welcome message in the 'General' channel.
List My Teams	Get a quick overview of all the Microsoft Teams you are a member of.	`List all the teams I am a part of.`	Team Access Audit Workflow: 1. Fetches a complete list of teams the user is a member of. 2. For each team, it lists the channels available to the user. 3. Presents a consolidated report of the user's team and channel access.
Create Topic-Specific Channels	Add a new channel to an existing team to organize conversations around a specific task, feature, or announcement.	`Add a new channel called 'Q4-Marketing-Campaign' to the 'Marketing Team'.`	New Initiative Rollout Workflow: 1. Prompts user to select an existing Team. 2. Prompts user for the name of the new initiative or channel. 3. Creates the new channel within the selected Team. 4. Posts an announcement in the 'General' channel notifying members of the new channel and its purpose.

2. User & Member Administration

Use Case	Description	Chat Prompt Example	Workflow for Automation
Add New Members	Quickly add a new colleague or stakeholder to a specific team to grant them access.	`Add '[email protected]' to the 'Project Alpha' team.`	New Hire Team Onboarding Workflow: 1. Prompts for the new hire's email address. 2. Asks which standard teams they should join (e.g., 'Company-Wide', 'Department-Updates'). 3. Adds the new hire to all selected teams automatically.
View Team Roster	Get a list of all members currently in a specific team to verify access or find contact points.	`List all members of the 'Project Alpha' team.`	Project Stakeholder List Workflow: 1. Prompts the user to select a Team. 2. Fetches the list of all members in that team. 3. Formats the list and presents it to the user.

3. Chat & Messaging Control

Use Case	Description	Chat Prompt Example	Workflow for Automation
Automated Announcements	Post updates, reminders, or alerts to a specific channel without manually navigating to Teams.	`Post "Reminder: All timesheets are due by 5 PM today" in the 'Company-Wide' channel.`	Daily Report Summary Workflow: 1. Fetches data from another source or prompts user for key metrics. 2. Hatz AI generates a concise, formatted summary. 3. Posts the summary to a predefined channel (e.g., 'Daily-Sales-Updates') at a scheduled time.
AI-Powered Q&A	Analyze a question asked in a channel and use AI to generate and post a helpful response.	`Look at the last message in the 'IT-Helpdesk' channel and draft a reply explaining our VPN setup process.`	Knowledge Base Reply Workflow: 1. User provides a link to a question in a Teams channel. 2. Hatz AI analyzes the question and generates a draft answer. 3. Presents the draft to the user for approval. 4. Upon approval, posts the answer as a reply to the original message.
Message Summarization	Get a quick summary of a long conversation or a series of replies in a busy channel.	`Summarize the replies to the announcement I posted this morning in the 'Project Alpha' channel.`	Daily Standup Digest Workflow: 1. Fetches all messages posted in the 'Daily-Standup' channel over the last 24 hours. 2. Hatz AI generates a summary of key activities, blockers, and action items. 3. Posts the summary into a 'Management-Briefing' channel for quick review.
Start a Private Chat	Initiate a new private or group chat with specific individuals to discuss a topic.	`Start a chat with 'Mark' and 'Jenna' about the Q4 budget proposal.`	Action Item Follow-up Workflow: 1. User inputs an action item and the assigned person's email. 2. Creates a new 1:1 chat with that person. 3. Posts the action item details into the chat to kick off the conversation.

4. Meeting Scheduling

Use Case	Description	Chat Prompt Example	Workflow for Automation
Instant Meeting Creation	Schedule a Teams meeting on the fly with specific participants for a given time and topic.	`Schedule a 45-minute meeting with '[email protected]' tomorrow at 2 PM to review the project plan.`	Client Introduction Meeting Workflow: 1. Prompts user for the client's email, internal participants, and a proposed meeting title. 2. Creates a new Teams meeting and invites all specified attendees. 3. Returns the meeting details to the user to be forwarded to the client.
Schedule Team Sync	Quickly set up a one-off meeting for an entire project team.	`Create a meeting for everyone in the 'Project Alpha' team for this Friday at 11 AM called 'Project Alpha - Sprint Demo'.`	Ad-Hoc Team Meeting Workflow: 1. Prompts the user to select a Team and provide a meeting title and time. 2. Fetches the member list for the selected team. 3. Creates a new Teams meeting, inviting all team members.

Please note, you can not directly participate private or group chats with your team or have Hatz participate in conversations.