Automate tasks or trigger iPaaS recipes from microsoft teams with workbot

role administrators minimum version 2025 2 to trigger recipes you must create a project in itsm, and check the access permissions in microsoft teams to access in , sign in as an , open the configuration console, go to extend > integration , and then select an existing project or create a new one required permissions and access access requirements ensure you have access to the following features and required privileges workbot platform > workbot custom oauth profiles tools > custom oauth profiles if either option is unavailable, contact your customer success manager you must have privileges to create and configure workbots create and configure custom oauth profiles microsoft 365 role requirements you must have one of the following roles in your microsoft organization application administrator cloud application administrator global administrator privileged role administrator create a custom oauth profile in microsoft teams open the microsoft teams application, log in with appropriate role go to tools > custom oauth profiles select create new custom oauth profile and choose workbot for microsoft teams enter a unique name according to the guidelines create a bot go to tools > bot management select + new bot and enter an appropriate bot name and then click + add it is recommended that you use the same name as your application to avoid confusion set the bot endpoint address by clicking create new app on the left click save create the app in microsoft teams developer portal open the microsoft teams developer portal on the apps page, select + new app enter the details in the following required fields short description long description developer information app urls privacy policy terms of use click save under branding , configure the app's branding under the domains section, select add a domain and enter workato com configure bot permissions in the app features section, select bot from the dropdown list, select the newly created bot under the what can your bot do , select upload and download files under scopes , select the following check personal, team, and group chat click save select add a command , and enter details in the following command help description help to view available commands scopes check personal , team , group chat click save configure authentication redirect urls in azure open the azure portal in the search bar, enter app registration and select the result select your bot from the list in the left pane, click authentication under platform configurations , select + add a platform , and then select web enter the redirect url https //www workato com/oauth/callback https //www workato com/oauth/callback select save retrieve bot credentials go to tools > bot management select your newly created bot select create new app on the left to view the bot endpoint, and copy the bot id from the url https //dev teams microsoft com/bots/\<your bot id>/configure paste the bot id into the client id field under the client secrets , select add a client secret , then copy and paste it into the client secret field copy the application (client) id go to the apps page in the microsoft teams developer portal select your newly created app under basic information , copy the bot id and paste it into the application (client) id field publish the application in the microsoft teams developer portal, go to publish > publish to org select publish your app to submit a request for approval ask your microsoft teams admin to approve the request, by navigating to admin dashboard > manage apps > search for the app > allow publish add the bot to microsoft teams after approval, open microsoft teams, go to teams app store under built for your organization , find your app and select add open the chat window and enter help to view available workbot actions these actions are recipes created using the custom oauth connection you configured earlier for detailed instructions on creating workbot recipes for platforms such as microsoft teams and slack, see the workato documentation https //docs workato com/workbot for teams/workbot html