Article Summary
Integrate AutoRFP with Microsoft Teams to receive project and content notifications directly in Teams. Install the AutoRFP Teams app to your workspace and connect your team link to enable notifications for all team members.
Estimated Time
5 minutes
Prerequisites
Administrator permissions in AutoRFP
Microsoft Teams admin permissions (to approve integration if required)
Active Microsoft Teams workspace
Access to team settings in Microsoft Teams
Step-by-Step Instructions
Step 1: Get Your Teams Link
Open your Microsoft Teams app.
Locate the team you want to connect.
Hover over the team name and click the three dots to the left of the row.
Click Get link to team and copy it to your clipboard.
Step 2: Add Team Link to AutoRFP
Navigate to Organization > Integrations in AutoRFP.
Locate the Microsoft Teams integration section.
Paste your team link into the Microsoft Teams integration text box.
Save the connection.
Step 3: Install the AutoRFP Microsoft Teams App
After adding your team link, you should see a Get the app button.
Click Get the app or navigate to the Microsoft Teams app store.
Search for "AutoRFP.ai" if accessing from the store directly.
Click Add to install the application to your Teams workspace.
Note: If the application shows "Request Approval" instead of "Add," an administrator needs to approve the application at an organizational level before it can be installed. Contact your Microsoft Teams administrator and request they approve the AutoRFP application.
Step 4: Share Application with Your Team
Once installed, share the AutoRFP Teams app with your team members.
Team members can add the app to their personal Teams workspace.
This ensures everyone receives important notifications.
Step 5: Configure Notification Preferences (Optional)
Each user can customize their notification preferences.
Navigate to User Settings > Notifications in AutoRFP.
Select Microsoft Teams as the delivery method for desired notifications.
See the User Notifications article for detailed configuration steps.
Asking Questions from Microsoft Teams
✅ Using the Slash Command
In any Teams channel, type
/ask-autorfpfollowed by your question.Press Enter to submit.
AutoRFP responds with an answer based on your content library.
Example: /ask-autorfp What is our standard data retention policy?
✅ Direct Messaging the Bot
Find the AutoRFP bot in your Teams.
Send a direct message with your question.
Receive an instant answer from your content library.
💡Tips & Best Practices
Copy the team link exactly as provided - errors will prevent connection
If "Request Approval" appears, contact your Teams admin immediately
Enable Teams notifications for time-sensitive alerts (assignments, review requests, @mentions)
Use email for less urgent or comprehensive notifications
✋🏼 Common Mistakes to Avoid
Forgetting to share the app with team members - only installer receives notifications initially
Need Help?
💬 Live Chat: Available in-app
📧 Email: [email protected] or contact your Success Manager directly for urgent support.
📚 Learning Centre: learn.autorfp.ai/en