Camunda for Microsoft Teams
Use the Camunda bot in personal chats, group chats, and channels to run commands or interact through buttons on interactive cards. Use the visual tabs to browse tasks, start processes, and monitor incidents.
Chatbot
Use the Camunda bot in personal chats, group chats, and channels to run commands or interact through buttons on interactive cards.
Commands
You can interact with the bot by typing commands in chat.
| Command | What it does |
|---|---|
| Hi (or hey, hello, greetings, and similar messages) | The bot greets you. If you have not connected your Camunda account yet, it shows you how to get started. |
| Help (or ?, support, commands) | Shows a help card with available commands and setup information. |
| Switch context | Changes your active organization and cluster. |
| Start a process | Walks you through selecting and starting a Camunda process. If no cluster is selected, it prompts you to choose one. |
If you type an unrecognized command, the bot notifies you and suggests using Help.
Configure notification subscriptions on the notification rules page.
Interactive cards
In addition to commands, the bot sends interactive cards with buttons you can use to perform actions directly in chat.
When you trigger actions through the bot, such as starting processes or completing tasks, it automatically adds an appContext variable. This variable captures who triggered the action and from which surface ("message" or "channel").
Select an organization and cluster
Select your organization from a dropdown, then choose a cluster. The bot remembers your selection for future interactions.
Start processes
Select a process definition and complete the start form or provide variables. The bot confirms when the process starts successfully or shows an error.
Work with tasks
| Action | Description |
|---|---|
| Assign to me | Claim a task. If you do this from a channel, the bot also sends you a personal copy so you can work on it privately. |
| Unassign | Release a task so others can pick it up. |
| Fill in form | Open the task completion form directly in the chat card. |
| Complete task | Submit the form and mark the task as done. |
| Reset form | Discard your form input and return to the task overview. |
Manage clusters
If your cluster is sleeping, the bot shows a Wake up cluster button.
Use pop-up dialogs
The bot opens forms in a pop-up dialog when they:
- Contain unsupported element types
- Use FEEL expressions (values starting with
=) in supported properties
Unsupported element types
Adaptive Cards support only a subset of Camunda form elements. Forms that include any of the following elements open in a pop-up dialog:
- Group
- Table
- Dynamic list
- iframe
- HTML viewer
- Button
- Expression field
- Document preview
FEEL expressions
Forms also open in a pop-up dialog if any field uses a FEEL expression in one of the following properties:
- Label
- Date label
- Read only
- Default value
- Text
- Source
- Alt text
- Accept
- Multiple
Static values and process variables are supported in Adaptive Cards. Dynamic FEEL expressions are not.
Notifications
The bot sends notifications based on your notification rules.
Personal notifications
Receive a message in your personal chat when a user task matches one of your notification rules. For example, when a task is assigned to you.
Channel notifications
A channel receives notifications for user tasks that match its configured rules. This allows your team to coordinate who picks them up.
To configure notifications, see notification rules.
Notification behavior
Notification cards are interactive. You can assign, complete, or manage tasks directly from the card.
Cards update automatically to reflect the latest task state. For example, when someone else completes or assigns the task. On SaaS, automatic updates require a cluster running generation 8.9 gen13 or later with app integrations extensions enabled.
Error handling
The bot provides clear feedback when something goes wrong:
| Error | Behavior |
|---|---|
| Cluster is sleeping | Shows a card with a button to wake it up, then retry your action. |
| Task not found | Indicates the task no longer exists. |
| Access denied | Informs you that you don't have permission for the requested action. |
| Unexpected errors | Shows a message suggesting you retry or contact support. |
Tabs
Camunda for Microsoft Teams adds visual tabs to your Teams sidebar, providing a rich interface for interacting with your Camunda clusters. Each tab focuses on a specific area of process management.
Tasks
With the Tasks tab, you can browse and manage user tasks from your Camunda clusters.
- Filter tasks by category: My tasks, All open tasks, Unclaimed tasks, or Completed tasks.
- Sort and search tasks using additional filter controls (assignee, candidate group, process, dates, priority).
- Switch between views: Card view or list view.
- View task details including the process it belongs to, priority, due date, and creation time.
- Assign a task to yourself and complete it, either by filling in a Camunda form or by providing data manually.
- Navigate pages in large task lists or load more items on mobile.
Tasks update automatically as you complete work in Camunda or Microsoft Teams.
When a task is completed from the tab, an appContext variable is automatically included in the task variables with source set to "tab".
Processes
With the Processes tab, you can view and start Camunda process definitions.
- Browse all available process definitions displayed as cards.
- Select a process and choose a specific version.
- Fill in a start form (if the process has one) or provide variables manually, then start a new process instance.
- After starting, get a direct link to view the running instance in Operate.
To start a process:
- Select the Processes tab.
- Select a process definition.
- Complete any required fields.
- Click Start process.
When a process is started from the tab, an appContext variable is automatically included in the process variables with source set to "tab".
Incidents
With the Incidents tab, you can monitor incidents that occurred during process execution.
- See a list of active incidents with error type, description, and timestamp.
- Retry a failed incident directly from Teams.
- Copy a link to the incident or open it in Operate for deeper investigation.
Onboarding
When you first open the app, the Onboarding page guides you through connecting your Teams account to your Camunda account via single sign-on. If you don't have a Camunda account yet, you can sign up from this page.
Cluster status
The Cluster Status page displays the health of your currently selected cluster. If the cluster is suspended (sleeping), you can wake it up directly from this page.