Connect Microsoft Teams to receive OKR updates in IMPACT
Peoplelogic partnered with Plai in August 2023. Since then, our team has been working hard to transition Plai to Peoplelogic Impact from a branding perspective. Please stay tuned for platform domain updates and email notifications. In the meantime, the content of this article should help you get started!
IMPACT integrates with Microsoft Teams through Webhooks.
Learn more about MS Teams webhooks on the Microsoft site here
3 steps to complete the integration with MS Teams in IMPACT:
Enable MS Teams integration in Workspace settings;
Generate a webhook for your Microsoft Teams channel;
Add the webhook from Step 2 to the team in IMPACT.
To enable Microsoft Teams webhooks, go to Workspace settings → Integrations, and enable Microsoft Teams integration.
To do this step, you need to have permissions to edit channels inside your MS Teams.
Next to the channel where you want to receive updates about OKRs, click the 3-dots menu → Connectors.
Among connectors, select "Incoming Webhook", and click "Create" (or "Configure").
Give the webhook a name (like IMPACT Notifications), and a logo (select the one below or download by this link
Press Create, and copy the webhook link.
Here's also a guide from Microsoft
Go to Teams → Edit team, insert the webhook you copied from MS Teams, and click Save!
You're done! 🎉
You can repeat Steps 2 and 3 for as many teams and channels as you like. You can connect several teams to one channel, no limit here.
You can have both Slack and MS Teams enabled, and send the updates to both Slack and MS Teams (if you need).
Updates to Microsoft Teams will arrive at most every 30 minutes in a batch (in order not to spam channels with many updates).
IMPACT integrates with Microsoft Teams through Webhooks.
Learn more about MS Teams webhooks on the Microsoft site here
3 steps to complete the integration with MS Teams in IMPACT:
Enable MS Teams integration in Workspace settings;
Generate a webhook for your Microsoft Teams channel;
Add the webhook from Step 2 to the team in IMPACT.
Step 1 — Enable MS Teams integration in Workspace settings
To enable Microsoft Teams webhooks, go to Workspace settings → Integrations, and enable Microsoft Teams integration.
Step 2 — Generate a webhook for your Microsoft Teams channel
To do this step, you need to have permissions to edit channels inside your MS Teams.
Next to the channel where you want to receive updates about OKRs, click the 3-dots menu → Connectors.
Among connectors, select "Incoming Webhook", and click "Create" (or "Configure").
Give the webhook a name (like IMPACT Notifications), and a logo (select the one below or download by this link
Press Create, and copy the webhook link.
Here's also a guide from Microsoft
Step 3 — Add the webhook from Step 2 to the team in Plai
Go to Teams → Edit team, insert the webhook you copied from MS Teams, and click Save!
You're done! 🎉
Some more info
You can repeat Steps 2 and 3 for as many teams and channels as you like. You can connect several teams to one channel, no limit here.
You can have both Slack and MS Teams enabled, and send the updates to both Slack and MS Teams (if you need).
Updates to Microsoft Teams will arrive at most every 30 minutes in a batch (in order not to spam channels with many updates).
Updated on: 26/06/2024
Thank you!