Workbot for Microsoft Teams is a customizable chatbot platform that allows users to automate workflows, interact with business applications, and streamline processes directly within Microsoft Teams. It acts as a bridge between Teams and enterprise systems like CRMs, ERPs, project management tools, and IT management platforms. By enabling natural-language commands and notifications, Workbot simplifies task execution and facilitates collaboration, improving productivity and reducing manual processes.

Business use cases

Centralizing Notifications and Alerts

Frends can integrate Workbot for Microsoft Teams with critical enterprise systems like CRM, ERP, or IT service management tools to centralize notifications and alerts. For example, Frends can configure workflows that notify a Teams channel via Workbot when a high-priority support ticket is created in ServiceNow or Zendesk. This ensures that team members are instantly informed and can respond quickly to urgent issues.

Managing Approvals Directly in Teams

By integrating Workbot with systems like SAP, Salesforce, or SharePoint using Frends, businesses can manage approval workflows directly within Teams. For instance, when an expense report, purchase order, or document is submitted for approval in an external system, Frends can notify approvers via Workbot. Approvals or rejections can then be handled directly through the Workbot interface in Teams, streamlining decision-making processes.

Enhancing Employee Onboarding

Frends can connect Workbot for Microsoft Teams with HR platforms like Workday or BambooHR to streamline employee onboarding. For example, when a new employee is added to the HR system, Frends can trigger Workbot to notify relevant Teams channels or send tasks to team members. This could include tasks such as IT setting up accounts or managers assigning projects, all coordinated directly within Teams.

Automating Incident Management

Workbot can be integrated with IT operations tools like PagerDuty, Splunk, or Azure Monitor via Frends to facilitate incident management workflows. For instance, when an IT issue occurs, Frends can push an alert to Workbot in a dedicated incident response Teams channel. Team members can interact with Workbot to retrieve incident details, assign tasks, or escalate issues without leaving Teams.

Streamlining Task Management

Frends can link Workbot with project management tools like Trello, Jira, or Asana to enable task creation and updates directly in Teams. For example, team members can use natural-language commands with Workbot to create a task, assign it to a colleague, or update its status. Frends can ensure that task details are synchronized across systems, improving project tracking and collaboration.

Sending Real-Time Sales Updates

Frends can integrate Workbot for Microsoft Teams with CRM platforms like Salesforce or HubSpot to deliver real-time sales updates. For instance, when a new lead is created, a deal is closed, or key accounts are updated, Frends can trigger Workbot to notify the sales team inside Teams. This keeps sales and marketing teams informed without needing to check external systems continuously.

Supporting IT Automation

Frends can connect Workbot with IT automation tools to simplify infrastructure management. For example, employees can interact with Workbot to execute common IT tasks via Teams, such as restarting servers, resetting passwords, or checking server performance. Frends ensures these requests are securely authenticated and routed to the appropriate applications.

Monitoring Operational Metrics

By integrating Workbot with analytics platforms like Power BI or Tableau through Frends, businesses can send operational metrics and KPIs directly to Teams. For instance, Frends can fetch periodic reports or real-time data, such as website traffic, sales performance, or system uptime, and Workbot can share summaries in Teams channels. This makes actionable data readily available to team members.

Simplifying Meeting Management

Workbot can be integrated with scheduling tools like Outlook or Google Calendar using Frends to enhance meeting management. For instance, users can interact with Workbot in Teams to schedule meetings, check team availability, or send calendar invites. Frends ensures all calendar data is synchronized across systems, reducing the complexity of coordination.

Automating Customer Support Workflows

Frends can link Workbot with support platforms like Zendesk, Freshdesk, or Intercom to accelerate customer service processes. For example, when a customer support request is created, Workbot can notify a specific Teams channel. Team members can use commands to query ticket details, assign agents, or update ticket statuses directly within Teams.

Streamlining Procurement Requests

Workbot, connected via Frends to procurement systems like Coupa or SAP Ariba, can simplify purchase order and procurement approvals. For example, employees can request procurement budgets or approval statuses directly through Workbot. Frends ensures data is securely retrieved and updated in the connected procurement system.

Managing Development Workflows

Workbot can be integrated with version control and CI/CD tools like GitHub, GitLab, or Jenkins through Frends to help development teams manage workflows. For instance, Frends can notify relevant Teams channels when a new pull request is submitted, a build is deployed, or a job fails in Jenkins. Developers can then use Workbot to fetch logs, review details, or close tasks directly from Teams.