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Setting up notifications for Microsoft Teams
Setting up notifications for Microsoft Teams

MS Teams notifications

L
Written by Lior Harel
Updated over a week ago

How to Send Staircase AI Notifications to Microsoft Teams

Step 1: Access Microsoft Teams

  • Log into your Microsoft Teams account.

  • Go to the "Teams" tab.

  • Select the desired team and navigate to the target channel. You can also create a new channel if needed.

  • Click on "More options" and choose "Connectors".

Step 2: Configure the Incoming Webhook Connector

  • In the "Connectors" section, search for the "Incoming Webhook" connector.

  • Click on the "Configure" button.

  • Provide a name for your webhook and optionally upload an image.

  • Copy and save the unique webhook URL displayed in the dialog.

  • Save the changes.

Step 3: Copy the Webhook URL

  • Copy and save the unique webhook URL displayed in the dialog.

  • Save the changes.

Step 4: Configure Staircase Integration with Microsoft Teams

  • Log into your Staircase account.

  • Click on the cog symbol in the left-hand bar to access the settings.

  • Navigate to the "Integrations" tab.

  • Look for the "Microsoft Teams" card and click on "Add webhook".

  • Enter a channel alias and paste the webhook URL in the modal window. Note that the alias can be different from the original channel name.

  • Save the changes.
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Step 5: Set up Staircase Notifications for Microsoft Teams

  • After configuring the webhook, go to the "Notifications" tab in Staircase.

  • Create a new notification.

  • In the "Notify on" section, select the "Teams" option.

  • Choose the channel alias from the drop-down list.

  • Save the configuration.
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Step 6: Verify the Setup

  • To test the setup, send a test notification.

  • Locate the notification you want to test and click on the three dots on the right side.

  • Choose the "Trigger test notification" option.

  • If you see a new message in your Microsoft Teams channel, it means that everything is working correctly.

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