T

Microsoft Teams

Get review requests and approvals in Teams, and act on them without opening another tab.

Category

Chat

Works with

Microsoft Teams in Microsoft 365

Set up by

A Teams admin

Setup time

About 10 minutes

What it does

Approvals as cards

Each escalation arrives as a card with the clause, the playbook position and the suggested edit.

Requests from a chat

Anyone can start a contract request from Teams with the Proviso message action.

Updates in the right channel

Each agreement type posts updates to the channel the team already works in.

The integrations settings in Proviso, with document, CRM, chat and signature tools

How to set it up

A Teams admin approves the app for the people who request and approve contracts.

  1. 1

    Approve the app

    In the Teams admin center, allow Proviso for the users or groups who need it.

  2. 2

    Connect your workspace

    In Proviso, open Settings, then Integrations, and sign in to Microsoft.

  3. 3

    Choose channels

    Pick which channel gets updates for each agreement type.

  4. 4

    Pin the app

    Pin Proviso in Teams for requesters, so starting a request is one click.

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