Action Network and Microsoft Teams automations

Ready-made scenarios where Action Network and Microsoft Teams work for you: pick one — a copy appears in your account and runs on its own.

Action Network Microsoft Teams

108 scenarios

Personal Action Network tasks flow into the team Action Network
New Action Network contacts — into Microsoft Teams audiences
Contacts from Action Network into Microsoft Teams audiences
Tasks from Microsoft Teams land in Action Network
A daily birthday reminder to your messenger
Your day's meetings — in Microsoft Teams each morning
A morning summary of your day's meetings
Warm meeting reminders — right in Microsoft Teams
Daily meeting digest — to your messenger each morning
Interview reminders straight to your messenger
A personal assistant in your messenger: schedule, mail, contacts
Your calendar from a chat — in plain words
A summary of the day's meetings to your messenger every morning
Book appointments in your calendar by message
Your day's plan from the calendar — one morning message
Lead scoring and routing: hot leads straight to sales
The day's meeting plan in Microsoft Teams every morning
Morning briefing: plans, weather and news — in one message
Property-tour booking without the back-and-forth
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
A release calendar: new films to chat, chosen ones to your calendar
One assistant for mail, social, calendar and news
A morning brief from your inbox and calendar — to your messenger by 8 a.m.
Sales insights and team alerts — from your table
Performance reviews on schedule — reminders, meetings and statuses on their own
Tasks become calendar events — automatically
Run your calendar with plain messages
Pre-visit patient intake with an AI risk summary for the doctor
Near-Earth asteroid alerts to your chat and calendar
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
A personal chat assistant: email, calendar, contacts
Cycle tracking with morning insights — automatically
Launch a vacancy: deadlines, task and announcement in one move
Scoring and routing leads from form submissions
Book meetings from chat with an invite
Reminders for key employee dates
A lead replies — the CRM card updates and a task lands on a rep
A daily briefing by email: tasks and meetings in one message
Capture and route leads from every channel
Morning briefs for your meetings — who and where from
Client onboarding from an intake form — checklist, consultant and kickoff
Client renewal reminders — ahead of time
Re-engage stalled leads with a ready-made email
A daily briefing from your calendar — weather and context per event
Calendar reminders delivered straight to your messenger
A morning day digest — key mail and meetings in one message
A daily productivity read from your calendar and tasks
Intake and routing of service requests with appointment booking
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Taking bookings in Microsoft Teams with Action Network entries
Resume screening and interview scheduling
Leads: a personal reply, a nudge and a booked call
Smart break suggestions for the gaps between your meetings
Website leads — enrichment, scoring and routing to CRM
Event notes into a ready social post — automatically
Supplier follow-ups on overdue orders — automatically
No-show risk scoring with reminders matched to the risk
Meeting notes and delivery to attendees — automatically
Meetings that clash with holidays, caught early — with reschedule options
Re-engaging quiet clients — weekly, without manual tracking
Events on autopilot: registration, payment, reminders
Automatic follow-ups for prospects who went quiet
Book meetings from a form — with calendar and video call
Client onboarding after a won deal
Interviews: invite, reminder and hiring decision in one chain
Invoices from email into accounting, with approval
Email triage and meeting booking — automated
Call summaries, tasks and follow-ups, automatically
A personal assistant in your messenger: email, calendar and tasks by voice
Attendee briefings before every meeting
What to do in the gap between meetings — a nudge to your chat
Meeting summaries and tasks across every channel — automatically
Meeting summaries and tasks from the recording — automatically
Pre-procedure checklists for patients — with confirmation and follow-up
Tell customers their bug is fixed — the moment the issue closes
Paid appointment booking: calendar, payment and reminder
Morning reminders of birthdays and name days
Incoming lead sorting and routing — automatically
Voice-run calendar in your messenger — with reminders
A voice assistant for bookings that writes to your calendar
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
A pre-meeting brief: past agreements and what changed, sent to every attendee
Daily meeting brief with attendee research
From CV to interview invitation, automatically
Client visit booking — the assistant replies and books on its own
A personal assistant in Microsoft Teams: calendar, email, contacts
Smart inbox sorting with draft replies
Meeting recording → tasks, a client email and an updated CRM record
Phone assistant: answers calls and books your clients
Feedback triage and customer replies — automatically
Property compliance monitoring with automatic follow-through
A brief for every external meeting — in the morning, before your day starts
An AI helper for your inbox
Every sale — logged, a ping to you and a thank-you to the buyer
Post-op patient check-ins, with warning signs escalated to the doctor
A personal AI assistant in Microsoft Teams: email, calendar, notes