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Notify MS Teams Contacts on Documents Opening

Notify MS Teams Contacts on Documents Opening

Name: Notify MS Teams Contacts on Documents Opening | airSlate
Brand: airSlate
Rating: 4.5 (37 reviews)

Speed up business operations and streamline team collaboration. Prevent problems related to document review and signing hold-ups by alerting a specific individual or a group in a designated channel using the Notify MS Teams Contacts on Documents Opening Bot.

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Developed by

airSlate Inc.

4,5 out of 5

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Setup duration 5-10 min.

What the Notify MS Teams Contacts on Documents Opening does

The Bot notifies your teammates in Microsoft Teams when a document is opened based on the ‘if-this-then-that’ conditions you set.

When to use the Notify MS Teams Contacts on Documents Opening

Install and configure the Bot to automatically send out notifications to your colleagues in Microsoft Teams when a contract, invoice, or other document is opened.

Export Custom Values to Notify MS Teams Contacts on Documents Opening

Get your automated workflows up and running in minutes. No coding required.

Configure Bot settings

Connect your Microsoft Teams account. Once connected, select a team and a channel you need. The Bot can send messages to specific Microsoft Teams channels. Then, customize a message for your recipients.

Note: To install and configure Bots, start by creating a workflow.

Add conditions for when the Bot should run

Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. For example, tell the Bot to send notifications at a particular date and time.

Get your colleagues notified

Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, your teammates will automatically receive a push notification when the document is opened.

Try pre-built workflows to experience the Notify MS Teams Contacts on Documents Opening in action

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Install the Notify MS Teams Contacts on Documents Opening to automate your document workflows

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Keep partners up-to-date with real-time data using the Microsoft Teams Opening Notification Bot

The automation of business processes is completed via microprograms, at airSlate, we call them Bots. By configuring a microprogram users can save a lot of time and resources when it comes to doing repetitive tasks. airSlate Bots are grouped into two categories:

Integration Bots: connect platforms together and create a path for seamless data transfer.

For example, talking about the MS Teams Notification upon Opening Bot, it sends messages, including email opening notification in Microsoft Teams once users open a Flow in airSlate. To configure it, open notification panel, select it from the Bots list and set its conditions. Simply spend 10 minutes configuring the Bot to save hours of usually labor-intensive programming work.

A great use case for the airSlate microprogram would be connecting two or three different departments together allowing them to seamlessly move and update data in real time between each other.

Microsoft Teams is often used as an internal communications channel.

More often than not, it’s more convenient than emails because there’s no need to switch between windows to see updates.

Once the Bot is configured and set up correctly, you and your recipients will get automatic email notifications telling each other when Flows and/or emails are opened.

There’s nothing more satisfying than a workflow that works the way it’s supposed to. Use the technology that already exists to more easily send and receive notifications in Microsoft Teams.

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Eliminate repetitive activities without having to code

Utilize Notify MS Teams Contacts on Documents Opening

Begin a new Flow and import forms or generate templates right in the system to enable the Bots option. Find and choose a wanted software robot from the list.

Configure it

Open up the Bot configuration. Fill out all the required fields to personalize general and advanced options. Don’t forget about indicating activation conditions to protect yourself from false activations (you can include a couple of conditions).

Investigate the way it operates

Execute the workflow and check the results. Ensure the software robots are working correctly. If something doesn’t work, check the Bots log to fix the errors and run your Flow once again.