Microsoft Teams integration
Arkeo agents for Microsoft Teams
Arkeo agents work in Microsoft Teams alongside your team. They get new clients set up, follow up after meetings, handle staff requests, and post the numbers each morning.
15 minutes. You'll know which work agents can take off your team, the hours it frees up and what it costs.
What Arkeo agents do in Microsoft Teams
Each agent does one job from start to finish. They start on their own, follow your process, and your team talks to them right in Teams.
- ✓Writes the kickoff plan from the sales callper client
- ✓Sets up the project and taskssame day
- ✓Chases anything past its promised dateevery day
New clients start on time, without anyone chasing.
Microsoft Teams
HubSpot
ClickUp- ✓Reads the meeting recapafter each meeting
- ✓Posts who owes what, and by whenwithin the hour
- ✓Checks each item got doneevery day
Nothing said in a meeting gets lost.
Microsoft Teams
Outlook- ✓Takes requests posted in your Teams channelas they come
- ✓Logs them and sends each to the right personright away
- ✓Follows up until it's doneevery day
Staff ask once. Someone owns it.
Microsoft Teams
Excel- ✓Pulls cash, invoices sent and bills dueevery morning
- ✓Flags anything overdueevery morning
- ✓Posts it to your leadership channelby 8 a.m.
Start the day knowing where the money is.
Microsoft Teams
QuickBooks
XeroWorks with the rest of your software
Agents carry the work from Microsoft Teams into the other software your team uses, so nothing waits for someone to copy it over.
Word
CalendlyBusinesses that run on Microsoft Teams
How it connects
You make the key in your own Microsoft Teams account. Nothing to install on your computers, and nothing to wait for.
Where
In the Microsoft Entra admin center and the Teams admin center. Your admin registers the app, approves what it can see and do, then adds it to Teams.
Who can do it
A Microsoft 365 admin, such as a Global admin or Teams admin.
Plan
A Microsoft 365 business plan that includes Teams.
Agents can see
- Messages sent to the agent
- Posts in the teams and channels you add it to
- Channel names and members in those teams
- Meeting recaps, where you allow it
Agents can change
- Posts and replies in channels it's added to
- Direct messages to your staff
- New channels in teams you add it to
Agents can't
- Read chats or teams it isn't added to.
- Change your Microsoft 365 users or licenses.
- Get back in after you remove the app.
What this looks like at your business
New client setupKickoff plan, project and tasks set up. Late items chased in Teams.
Designed for firms on Microsoft TeamsMeeting follow-upWho owes what is posted after each meeting, then checked.
Designed for firms on Microsoft TeamsMorning numbersCash, invoices and overdue bills posted to your leadership channel.
Designed for firms on Microsoft TeamsIs this you?
- You run your firm on Microsoft 365 and Teams
- Your team chases tasks and requests by hand
- You want to grow without more staff
✕A team of two or three who rarely use Teams: not the right fit yet.
In 15 minutes, you'll know
Book a 15-minute call
Want to see what agents would do in your Teams?
That's the reason to book. In 15 minutes you'll know which work agents can take off your team.
Questions about Arkeo and Microsoft Teams
Is my customers' information safe?
Yes. Each agent sees only what its job needs. Client data never goes into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Who needs to set it up?
Your Microsoft 365 admin. They register the app, approve what it can do, and add it to Teams.
Can the agents read all our chats?
No. They only see messages sent to them and the teams and channels you add them to.
Can I turn it off?
Yes. Remove the app in the Teams admin center and the agents lose access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.