Getting started with Workbot for MS Teams by Workato

What is Workato?

If you're familiar with Workato, or want to quickly get started with Workbot, skip to Setup Workbot.

Workato helps you automate business workflows across cloud apps, on-premise apps and employees, e.g. New case in Salesforce will create issue in Jira & incident in ServiceNow, and more.

Workato combines enterprise-grade workflow automation with the ease-of-use expected from consumer apps, allowing business users and IT to quickly build workflow automations.

Workbot for MS Teams, powered by Workato

If you're familiar with Workbot, skip to Setup Workbot.

Workbot is a bot platform built on top of Workato. It helps you run these business workflows directly from Teams.

These business workflows can be initiated from Teams by using Workbot commands. When the command is sent to Workbot (via direct messages or channels), it will look for the corresponding workflow in Workato and execute the workflow steps.

Command example Sending a 'view_opportunities' command. The retrieves the open opportunities in Salesforce, then sends a reply

These workflows — combined with Workbot — allow you to retrieve, create and update data across all your apps - directly within Teams.

In Workato, these powerful workflows are known as Recipes.

Recipes

Recipes are automated workflows built by users that can span multiple apps.

Each recipe comprises of a Trigger and one or more Actions that are carried out when a trigger event occurs.

Recipe

Workbot command trigger

Workbot commands allow you to trigger recipes from Teams. These recipes can then perform actions in your apps (e.g. creating new ServiceNow tickets, listing Salesforce opportunities).

Command recipe A recipe configured with a 'newissue' Workbot command

For more info, go to Workbot commands.

Setup Workbot

Requirements

To use Workbot for Teams, a Microsoft work or school account is required. These accounts are created by your organization’s administrator to enable a member of your organization access to all Microsoft cloud services such as Microsoft Azure, Office 365, Microsoft Teams, and more.

Microsoft accounts (typically created for personal use) are not supported.

Microsoft work or school account permissions

Workbot for Teams works best with the following Microsoft work or school account permissions:

User.ReadWrite.All
User.Read.All
User.Read
Group.ReadWrite.All
Group.Read.All
Directory.Read.All
Directory.ReadWrite.All
offline_access

Contact your administrator to ensure that that your connected work or school account has been granted the permissions above.

Setup

In Teams, go to the Workbot welcome message and click on Login. If you don't have yet have a Workato account, click on create a new one instead.

Setup Workbot Click on 'Login' or 'create a new one' to start setting up Workbot

This should open your browser (or a browser tab) and prompt you to log into your Microsoft account:

Account created

When prompted to allow Workato access your info, click Yes:

Permissions

Your Workato account has now been created using your Microsoft account. It's now time to create your first Workbot recipe!

Account created

Your first Workbot recipe

Search for Workbot for Teams, and choose it as your 1st app:

1st app

Choose a 2nd app to connect. In the example below, Salesforce is selected:

2nd app

Click on Find recipes.

The recipes displayed have been built by the Workato community.

Choose recipe

For this guide, we will be choosing the View open opportunities in Salesforce recipe:

Use recipe

Click on Use this recipe to continue.

Connecting your apps

To connect to Workbot for Microsoft Teams, click on Link your account:

Link Teams

Log into your Microsoft:

Log into Microsoft

If successful, you should see this screen: Link Teams success

To connect to Salesforce, click on Link your account:

Link Teams

Log into your Salesforce:

Log into Microsoft

If successful, you should see this screen: Link Teams success

Your apps are connected! Click Next to test the recipe.

Starting your recipe

After a few seconds, your recipe should be ready for use: Recipe ready

Close the pop-up, and click on Start recipe.

Go to Teams and send Workbot the view_opportunities command, or type help and choose View opportunities.

Post reply Example of a post reply listing open opportunities from Salesforce

The 'help' command

Bot commands can be displayed using 'help' when your Workato account meets all the following conditions:

  • has a connected Workbot for Teams connection,
  • has a recipe with the Workbot for Teams New command trigger and
  • the recipe has been started

Help command

Additional info

Head over to our documentation for more information on how Workbot works!

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