Send message to Teams chat

Documentation Index

Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt

Use this file to discover all available pages before exploring further.

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Set up the action

1

Add the action

While editing a Workflow, click the + button between existing blocks. Select Send Message to Teams Chat from the action list.

2

Rename the action (optional)

Click the action name to give it a more descriptive label.

3

Connect your Microsoft Teams account

If you haven’t already, connect your Microsoft Teams account to Cassidy.

The Microsoft Teams connection requires admin approval. See Microsoft’s admin consent workflow documentation for details.

4

Toggle on reply to trigger message (optional)

If you’re using this action with the New Teams Chat Message trigger, enable Reply to Trigger Message to reply to the same chat that started the Workflow. When enabled, you only need to fill out the Message field.

5

Select the chat

Select the chat to send a message to. You can also click the pencil icon to enter the chat ID directly.

This field is only required if Reply to Trigger Message is not toggled on.

6

Enter the message

Enter the message to send to the chat. You can type directly or reference a variable from a previous step or the trigger.

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