Microsoft Teams

How does the PI Perform Teams Integration Work?

The PI Perform Teams Integration is a bot that can deliver notifications about activity relevant to you in PI Perform, and lets you create PI Perform action items from within Teams.

The integration can be installed to a team, group chat, or personal chat. After the integration is installed it will post a welcome message like this — please note WorkPatterns is our previous name, so this still applies:

The bot will deliver the following types of notifications:

  • When an action item in PI Perform is past due
  • When you’ve been assigned an action item in PI Perform

Notifications look like this:​

You can turn these notifications off by going to the Notification Settings page here and clicking the ‘mute’ button for Teams.

The bot also supports the following commands:

  • my_action_items – This command will list all incomplete action items assigned to you.
  • create_action_item – This command will let you create an action item within Teams

Note that you need a PI Perform account before you can interact with the Teams Integration.

Do you still need support? Contact us here.

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