Microsoft Teams

Rootly’s Microsoft Teams integration automates incident communication and collaboration. When an incident starts, Rootly can create a dedicated Teams channel, invite responders, and post real-time updates. You can also create Microsoft Teams meetings directly from incidents for live collaboration.

Incident Channels

Automatically create dedicated Teams channels for each incident with responders invited

Real-time Updates

Post incident status changes, severity updates, and key events to Teams channels

Video Meetings

Create Microsoft Teams meetings for live incident collaboration with one click

Custom Notifications

Control which events trigger Teams notifications using workflow conditions

How It Works

Connect Microsoft Teams

Authorize Rootly to access your Teams workspace via OAuth.

Install the Rootly Bot

Add the Rootly app to your Teams workspace to enable channel creation and messaging.

Configure Workflows

Set up workflows to automatically create channels, send messages, or start meetings when incidents occur.

Before You Begin

Before you start:

Rootly account with Admin permissions
Microsoft Teams account with access to the workspace you want to connect
Ability to install apps in your Teams workspace (or admin approval from your Microsoft 365 admin)

Rootly recommends connecting with a service account rather than a personal account. This ensures the integration stays active if team members leave your organization.

Installation

Setting up the Microsoft Teams integration involves two steps that work together. First, you authorize Rootly via OAuth so it can call the Microsoft Teams API on your behalf. Then, you install the Rootly bot directly inside Teams so it can create channels and post messages. Both steps are required — OAuth alone isn’t enough to create channels or send messages.

Part 1: Connect via OAuth

The OAuth flow grants Rootly permission to interact with your Microsoft Teams workspace through the API. You’ll be redirected to Microsoft to sign in and approve the required permissions, then returned to Rootly automatically.

Open Integrations

In Rootly, go to Configuration → Integrations and search for Microsoft Teams.

Rootly integrations page with Microsoft Teams search

Start Setup

Click Setup on the Microsoft Teams integration to begin the OAuth flow.

Microsoft Teams integration setup button

You’ll be redirected to Microsoft. Select your Microsoft 365 work account — this should be the service account you intend to use for the integration.

Review and approve permissions

Microsoft will show you the permissions Rootly is requesting. Review them and click Accept to grant access.

Microsoft Teams permission approval screen

Confirm connection

After approving, you’ll be redirected back to Rootly. A success message confirms the integration is connected.

Rootly showing Microsoft Teams connected successfully

Microsoft Teams is now connected to Rootly.

Required OAuth Permissions

View all OAuth scopes

Permission	Purpose
`offline_access`	Keeps the Rootly → Teams connection active between sessions
`User.Read`	Identifies the account connecting to Rootly
`Team.ReadBasic.All`	Lets Rootly see your Teams and channels
`ChatMessage.Send`	Rootly can post messages in chats and channels
`Channel.Create`	Rootly can create incident channels
`Channel.ReadBasic.All`	Read channel names and descriptions
`ChannelMessage.Send`	Rootly can send channel messages
`ChannelMessage.ReadWrite`	Rootly can update messages it posts
`ChannelSettings.ReadWrite.All`	Allows Rootly to manage channel settings
`ChannelMember.ReadWrite.All`	Rootly can add and remove users in incident channels
`TeamsTab.ReadWriteSelfForChat`	Rootly can install tabs in chats
`TeamsTab.ReadWriteSelfForTeam`	Rootly can install tabs in teams
`TeamsAppInstallation.ReadWriteSelfForTeam`	Rootly can install itself in teams
`TeamsAppInstallation.ReadWriteSelfForChat`	Rootly can install itself in chats
`Chat.Create`	Rootly can create group and one-on-one chats
`Chat.ReadWrite`	Rootly can read and send messages in chats

Part 2: Install the Rootly Bot

OAuth gives Rootly API access, but channel creation and messaging also require the Rootly bot to be present inside Microsoft Teams. Without the bot installed, workflows that create channels or send messages will fail. You install it directly from the Teams app store.

Open Apps in Teams

In Microsoft Teams, click Apps in the left sidebar and search for Rootly.

Microsoft Teams Apps store with Rootly search

Add Rootly

Click Add on the Rootly app listing.

Rootly app in Teams store with Add button

Choose a team

Select the team where you want to install Rootly. Rootly recommends starting with the General channel of your primary incident response team.

Team selection for Rootly bot installation

Installation complete

The Rootly bot is now installed in your team and ready to create channels and send messages.

You’ll need to repeat the bot installation for each team where you want Rootly to create incident channels. The service account must be a member of each team.

Verify Installation

Once both parts are complete, confirm everything is working before setting up workflows:

Check Rootly — The integration status shows Connected on the integrations page
Check Teams — The Rootly app appears in your team’s installed apps
Test end-to-end — Create a test incident in Rootly and verify a Teams channel is created automatically

If channels aren’t being created, check your workflow configuration first. The bot must be installed in the specific team referenced in the workflow action.

Microsoft Teams Meeting

The Microsoft Teams Meeting integration is a separate OAuth connection that enables creating video meetings directly from Rootly incidents. It uses a different set of permissions than the main Teams integration and must be connected independently — even if you’ve already set up the main Teams integration. Once connected, a Create a Microsoft meeting button appears in the incident header, letting anyone on the response team spin up a live video call with one click.

Setup

Go to Configuration → Integrations and search for Microsoft Teams Meeting
Click Setup and sign in with your Microsoft 365 work account
Approve the requested permissions
Once connected, the Create a Microsoft meeting button will appear on every incident

Rootly recommends connecting with a service account so the meeting integration stays active if a user leaves your organization.

Required OAuth Permissions

Permission	Purpose
`offline_access`	Required for OAuth authentication
`User.Read`	Identifies the account connecting to Rootly
`OnlineMeetings.ReadWrite`	Allows Rootly to create online meetings on behalf of the connected account

Uninstall the Meeting Integration

Log into your Microsoft Teams Meeting account
Click Manage → Installed Apps or search for the Rootly app
Click the Rootly app and click Uninstall

Workflows

Smart Defaults

Auto-create Teams channels at incident start using built-in settings

Custom Workflows

Build workflows with triggers, conditions, and multiple Teams actions

Available Actions

Action	What It Does
Create Microsoft Teams Channel	Creates a new channel for the incident
Create Microsoft Teams Chat	Creates a group or one-on-one chat
Add Microsoft Teams Tab	Adds a tab to the incident channel
Archive Microsoft Teams Channel	Archives the incident channel
Rename Microsoft Teams Channel	Changes the channel name
Invite Users to Microsoft Teams Channel	Invites users to a private incident channel
Send Microsoft Teams Message	Posts a message to a Teams channel
Send Microsoft Teams Attachments	Sends attachments to a Teams channel
Create Microsoft Teams Meeting	Starts a video meeting (requires separate Meeting integration)

Create a Workflow

Open Workflows

Go to Rootly → Workflows → Create Workflow.

Choose workflow type

Select the workflow type that matches your use case (for example, Incident, Retrospective, or Pulse).

Configure triggers

Triggers define when this workflow runs.

Trigger	When It Fires
Incident Created	New incident opens
Incident Updated	Severity, status, or fields change
Incident Status Changed	Incident moves to a specific status
Incident Commander Assigned	Someone takes ownership
Incident Resolved	Incident is resolved
Manual Trigger	Run on demand from the UI

Add conditions (optional)

Conditions filter when the workflow should run after it’s been triggered — keeping Teams activity focused on the incidents that matter.

Examples:

Only for SEV-1 or SEV-2 incidents
Only for specific teams or services
Only for production environments

Add a Microsoft Teams action

Click Add Action and search for Microsoft Teams to see all available actions.

Add action button with Microsoft Teams search

Action Reference

Create Microsoft Teams Channel

Creates a dedicated Teams channel for the incident. Use this as your first action when an incident opens to give responders a central place to coordinate.

select

The Microsoft Teams workspace where the channel will be created.

string

The channel name. Supports Liquid syntax (for example, {{ incident.title }}).

Channel names are automatically lowercased, parameterized, and truncated to 50 characters.

string

An optional description for the channel. Supports Liquid syntax.

select

Controls channel visibility:

auto — Private for private incidents, public for non-private incidents
true — Always private
false — Always public

If the incident already has a Teams channel, this action skips creation to avoid duplicates.

Create Microsoft Teams Chat

Creates a group or one-on-one chat for the incident. Once created, the chat ID and URL are stored on the incident for use in subsequent actions.

select

group — Creates a group chat with multiple members and an optional topic
oneOnOne — Creates a one-on-one chat between exactly two members

string

A topic for the chat. Only used for group chats. Supports Liquid syntax.

string

A JSON array of members to add. Each member requires an email field. Supports Liquid syntax.

[
  {"email": "alice@company.com"},
  {"email": "bob@company.com", "roles": ["guest"]}
]

Group chats require at least three members (including the service account). One-on-one chats require exactly two.

Add Microsoft Teams Tab

Adds a tab to the incident Teams channel. Use this to give responders quick access to dashboards, runbooks, or the Rootly incident page directly within the channel.

select

The team that contains the channel.

string

The channel to add the tab to. Use {{ incident.microsoft_teams_channel_id }} to target the incident’s channel.

string

The display name shown on the tab. Supports Liquid syntax.

string

The URL the tab should point to. Supports Liquid syntax.

select

Optionally select a playbook to add as a dedicated playbook tab. When a playbook is selected, the tab renders only the playbook checklist — it is a distinct tab type and does not include the Rootly incident dashboard. Leave this empty to use the Title and Link fields to add a URL-based tab, such as a link to the incident page or an external runbook.

The Rootly app must be installed in the target team for this action to work.

Archive Microsoft Teams Channel

Archives the incident channel when it’s no longer needed. Keeps the workspace clean while preserving conversation history.

select

The team that contains the channel.

string

The channel(s) to archive. Use {{ incident.microsoft_teams_channel_id }} to target the incident’s channel.

Common trigger: Incident Status Changed to “Closed”

Rename Microsoft Teams Channel

Renames an existing Teams channel. Use this to reflect status changes — for example, prefixing resolved incidents with [RESOLVED].

select

The team that contains the channel.

string

The channel to rename. Use {{ incident.microsoft_teams_channel_id }} to target the incident’s channel.

string

The new channel name. Supports Liquid syntax.

[RESOLVED] {{ incident.title }}

Common trigger: Incident Resolved

Invite Users to Microsoft Teams Channel

Invites users to a private incident channel by email. Use this to automatically add on-call responders when they’re assigned a role.

select

The team that contains the channel.

string

The private channel to invite users to. Supports Liquid syntax.

string

Comma-separated list of email addresses to invite. Supports Liquid syntax.

This action only works with private channels. Public channels are accessible to all team members by default.

Common triggers: Incident Created, Incident Commander Assigned

Send Microsoft Teams Channel Message

Posts a message to a Teams channel using the Rootly bot. Use Liquid variables to include dynamic incident details in the message.

select

The channel(s) to post to. Supports Liquid syntax.

string

The message content. Supports Liquid variables.

🚨 **Incident Update**

**Title:** {{ incident.title }}
**Severity:** {{ incident.severity }}
**Status:** {{ incident.status }}
**Commander:** {{ incident.commander.name | default: "Unassigned" }}

{{ incident.summary }}

If the message text is empty, the action will be skipped.

Common triggers: Incident Created, Incident Updated, Status Changed

Send Microsoft Teams Attachments

Sends Adaptive Card attachments to one or more Teams channels. Use this to send richly formatted, interactive content such as structured incident summaries.

select

The channel(s) to send the attachments to. Supports Liquid syntax.

string

A JSON payload defining the Adaptive Card content. Supports Liquid syntax. Follows the Microsoft Adaptive Card schema.

Create Microsoft Teams Meeting

Creates a Microsoft Teams video meeting for live incident collaboration. The meeting link is automatically stored on the incident.

This action requires the Microsoft Teams Meeting integration to be installed separately.

string

The meeting title. Supports Liquid syntax (for example, {{ incident.title }}).

Common trigger: Incident Created (for high-severity incidents)

Liquid Variables

Use the Liquid Variable Explorer to test variables with real incident data.

Incident Variables

Variable	Description
`{{ incident.title }}`	Incident title
`{{ incident.summary }}`	Incident summary
`{{ incident.severity }}`	Severity level (for example, “SEV1”)
`{{ incident.status }}`	Current status
`{{ incident.started_at }}`	When the incident started
`{{ incident.commander.name }}`	Incident commander name
`{{ incident.commander.email }}`	Incident commander email
`{{ incident.url }}`	Link to the incident in Rootly

Microsoft Teams Variables

Variable	Description
`{{ incident.microsoft_teams_channel_id }}`	ID of the incident’s Teams channel
`{{ incident.microsoft_teams_channel_url }}`	URL to the Teams channel
`{{ incident.microsoft_teams_chat_id }}`	ID of the incident’s Teams chat
`{{ incident.microsoft_teams_meeting_url }}`	URL to the Teams meeting (if created)

Troubleshooting

Rootly not showing in Microsoft Teams

After completing OAuth, Rootly doesn’t appear as a connected app in Teams.Solutions:

Verify you completed OAuth using the same email as your Teams account
Make sure Rootly was installed in a specific team, not just your personal app space
Try uninstalling and reinstalling the Rootly app from the Teams store
Check if your organization restricts third-party app installations — a Microsoft 365 admin may need to approve Rootly

Cannot add Rootly to a team

Teams shows an error when trying to add Rootly to a team.Solutions:

Ensure you have owner or admin permissions in the team
Ask a Team Owner or Microsoft 365 admin to approve the Rootly app
Verify that third-party app installations are enabled in your Microsoft 365 admin center

Email not associated with account

Teams reports that the signed-in email isn’t linked to a Rootly account.Solutions:

Verify the OAuth email matches exactly the email registered in Rootly
Confirm this email exists as a user in Rootly
Add the email under Rootly → Organization Settings → Members if needed
Disconnect and reconnect the Microsoft Teams integration

Channels not being created

Workflows run successfully but no Teams channels appear.Solutions:

Verify the Rootly bot is installed in the specific team referenced in the workflow action
Check workflow run logs for errors: Workflows → Your Workflow → … → View Runs
Confirm the team name in the workflow action exactly matches the team in Teams

Uninstall

To remove the main Microsoft Teams integration from Rootly:

Go to Configuration → Integrations and find Microsoft Teams
Click Connected to reveal the disconnect option
Click Disconnect

Click Connected to reveal the Disconnect option

Disconnecting from Rootly does not remove the Rootly bot from Teams. To fully uninstall, open Microsoft Teams → Apps → Manage your apps, find Rootly, and click Uninstall.

Incident Channels

Real-time Updates

Video Meetings

Custom Notifications

​How It Works

​Before You Begin

​Installation

​Part 1: Connect via OAuth

​Required OAuth Permissions

​Part 2: Install the Rootly Bot

​Verify Installation

​Microsoft Teams Meeting

​Setup

​Required OAuth Permissions

​Uninstall the Meeting Integration

​Workflows

Smart Defaults

Custom Workflows

​Available Actions

​Create a Workflow

​Action Reference

​Liquid Variables

​Incident Variables

​Microsoft Teams Variables

​Troubleshooting

​Uninstall

How It Works

Before You Begin

Installation

Part 1: Connect via OAuth

Required OAuth Permissions

Part 2: Install the Rootly Bot

Verify Installation

Microsoft Teams Meeting

Setup

Required OAuth Permissions

Uninstall the Meeting Integration

Workflows

Available Actions

Create a Workflow

Action Reference

Liquid Variables

Incident Variables

Microsoft Teams Variables

Troubleshooting

Uninstall