Microsoft Teams integration

Connect Sally AI with Microsoft Teams to share meeting insights directly in your team’s chat or channels. With the Sally–Microsoft Teams integration you can send action items and notes to Teams with one click, avoid double entry, and keep your collaboration hub up to date.

Quick Navigation

1. How to connect Microsoft Teams with Sally AI
2. How to send insights to Microsoft Teams
   • Create a chat message in Teams
   • Create a post in Teams channel
3. Required OAuth Scopes

1. How to connect Microsoft Teams with Sally AI

Follow these steps to enable the Sally–Microsoft Teams integration.

1. Open Settings in the left sidebar.

   

   Figure 1: Go to Settings

2. Go to Integrations and click “+ Add integration” under “Your personal integrations.”

   

   Figure 2: Add integration

3. Select Microsoft Teams and hit Connect. Complete the OAuth flow in Microsoft.

   

   Figure 3: Select Microsoft Teams → Connect

4. After a successful connection, Microsoft Teams appears under “Your personal integrations.”

   

   Figure 4: Microsoft Teams is connected

info

If your connected Microsoft account is a personal account, only the option to create a chat message in Teams
is available.

Other actions - such as creating a post in a Teams channel or adding comments to Planner tasks - require a work, school, or university account.

When a personal account is used, these buttons will appear grayed out or unavailable.

Microsoft distinguishes between two main account types:

1. Microsoft account (personal): A personal account you use to access consumer services like Outlook.com, Xbox Live, Skype, or Microsoft Store. These accounts are usually linked to an email ending with @outlook.com, @hotmail.com, or similar.

2. Work, school, or university account: An account provided by your organization (e.g. a company or educational institution) that gives access to Microsoft 365, Teams, OneDrive for Business, and other enterprise tools.

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2. How to send insights to Microsoft Teams

Once Teams is connected, you can send meeting insights from Sally to Teams with a single click - so they land in the right place for your team.

You can:

• Create a chat message in Teams
• Create a post in Teams channel

2.1. Create a chat message in Teams

Turn a Sally insight into a personal Teams chat message.

1. Open the desired meeting in Sally.

2. Hover any insight, decision, next step, or task in the summary, click the Teams icon, then choose “Create chat message.”

   

   Figure 5: Choose Create chat message

3. Fill in the message form (required fields are marked with *). For Teams this typically includes:

   • Message content (prefilled from Sally – editable)
   • Users* (recipients)

4. Click Create to send it to Microsoft Teams.

   

   Figure 6: Fill the Teams message fields and Create

Best practice

Use chat messages for direct, quick follow-ups with colleagues after meetings.

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2.2. Create a post in Teams channel

Post meeting insights as a Teams channel post to share context with the broader team.

1. Open the desired meeting in Sally.

2. Hover any insight, decision, next step, or task in the summary, click the Teams icon, then choose “Create post in channel.”

   

   Figure 7: Choose Create post in channel

3. Fill in the post form (required fields are marked with *). For Teams this typically includes:

   • Post content (prefilled from Sally – editable)
   • Channel* (select the right channel for the post)

4. Click Create to publish the post in Microsoft Teams.

   

   Figure 8: Fill the Teams channel post fields and Create

Best practice

Use channel posts to share decisions, next steps, or updates with the entire project team.

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3. Required OAuth Scopes

For the integration with MS Teams, Sally uses OAuth 2.0 for authorization. The following scopes define which areas Sally can access on behalf of the authenticated user.

Technical Overview of Required Scopes

Disclaimer

1. Sally accesses this information solely to technically establish and maintain the connection to the user account.

2. Sally does not make any autonomous changes. Actions are performed exclusively upon the explicit initiative of the user.

3. API endpoints are only called within the scope of an active action initiated by the user within the platform.

Scope	Type	What Microsoft technically allows with this scope	How Sally uses this scope
Channel.Create	Delegated	API permission to create channels	Technically defined within the Microsoft Teams permission model. Sally does not create channels independently outside explicitly user-initiated actions.
Channel.ReadBasic.All	Delegated	Read basic channel information	Part of Microsoft’s permission model. Sally reads basic information solely for display within the integration.
ChannelMessage.ReadWrite	Delegated	Read and write channel messages	Technically provided for integrations. Sally does not modify channel messages independently without explicit user action.
ChannelMessage.Send	Delegated	Send messages in channels	Part of the OAuth model. Sally does not send channel messages independently outside explicitly user-initiated actions.
Chat.Create	Delegated	Create chats	Technically defined within the Teams API model. Sally does not create chats independently.
Chat.ReadWrite	Delegated	Read and write chat messages	Part of the permission model. Sally does not modify chat conversations without explicit user action.
ChatMessage.Read	Delegated	Read chat messages	Sally reads messages solely within the context of the active integration. No independent processing occurs outside user initiation.
ChatMessage.Send	Delegated	Send chat messages	Technically defined within Microsoft’s API model. Sally does not send messages independently without explicit user action.
Contacts.ReadWrite.Shared	Delegated	API permission for shared contacts	Part of Microsoft’s permission model. Sally does not modify contact data.
email	Delegated	Access to the user’s email address	Sally reads the email address to uniquely identify the connected account.
Group-Conversation.ReadWrite.All	Delegated	Read and write group conversations	Technically defined within the Microsoft 365 model. Sally does not independently interfere with group conversations.
Group.ReadWrite.All	Delegated	API permission for Microsoft 365 groups	Part of the permission model. Sally does not independently alter group structures.
offline_access	Delegated	Issuance of long-lived access tokens	Enables a stable connection without repeated login. No Teams data is modified.
openid	Delegated	OpenID Connect authentication	Secure authentication via Microsoft Identity.
profile	Delegated	Access to basic profile data	Sally reads basic profile information to identify the authenticated account.
Team.ReadBasic.All	Delegated	Read basic team information	Part of the Microsoft Teams model. Sally reads basic information solely for display within the integration.
User.Read	Delegated	Read basic user information	Sally reads basic account information for authentication purposes.
User.ReadBasic.All	Delegated	Read basic information of other users	Sally reads this information solely for display within the integration.