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Set up Teams marketplace app

You can install and connect the Atlan Assistant app from the Microsoft Teams marketplace to enable collaboration features directly within Teams. This integration enables users to share Atlan assets, receive notifications, and manage workflows without leaving Microsoft Teams.

The Atlan Assistant helps your team stay aligned by embedding Atlan context into everyday conversations and keeping your workspace updated through automated notifications and activity alerts.

Existing integration users

If your organization is already using the custom app integration for Microsoft Teams, you must disconnect the existing integration in Admin → Integrations → Microsoft Teams before proceeding.
After disconnecting, you can remove the legacy Atlan app from your Microsoft Teams Admin Center. Once removed, follow the steps below to set up the new Marketplace app.

Prerequisites​

Before you begin, make sure you have:

  • Admin access in Atlan to configure integrations and authorize connections.
    Learn more about admin roles.

  • Access to a Microsoft Teams workspace with permission to install apps at the team (channel) scope.
    The Atlan Assistant app can only be added to channels, not personal chats.

  • The Microsoft Teams app installed and available for your organization.

  • The Atlan domain URL for your workspace (for example, your-domain.atlan.com).

  • If your organization already uses the custom app (legacy) integration: You must disconnect the existing integration in Admin → Integrations → Microsoft Teams before proceeding with this setup.
    The legacy and Marketplace integrations can't be active simultaneously. After disconnecting, you can remove the legacy Atlan app from your Microsoft Teams Admin Center.

Setup workflow​

Follow these steps to install the Atlan Assistant app in Microsoft Teams and connect it to your Atlan tenant.

Install the app​

  1. In your Atlan workspace, open the Admin panel and select Integrations from the left menu.

  2. Locate the Microsoft Teams tile and click Connect.

  3. You'll be redirected to your Microsoft Teams workspace to install the Atlan Assistant app.

  4. Click Add to add the app to your workspace.

    If your organization's Microsoft Teams settings require admin approval, click Request approval when prompted. Your Teams administrator must approve the app in the Microsoft Teams Admin Center before installation can continue.

    In the Admin Center, the admin goes to Teams apps → Manage apps, searches for Atlan Assistant, navigates to the Users and groups section, and updates Edit availability from No one to Everyone. After approval, return to Teams and repeat this step to complete installation.

  5. When prompted, select the Team channel where you want to configure the Atlan Assistant.

  6. Confirm your selection.

    The app is now installed in that channel and ready for configuration.

Connect your Atlan tenant​

Once installed, Teams posts a setup card in the selected channel.

  1. In the setup card, enter your Atlan domain (for example, your-domain.atlan.com) and click Connect.

  2. Choose one of the following options:

    • Authenticate now, redirects you to Atlan to authorize Teams access.
    • Change domain, lets you update the domain.

  3. In your Atlan tenant, click Authorize to complete setup.

  4. Once connected, you'll see a success message in Teams confirming that the Atlan Assistant is active.

  5. Atlan is now connected to Microsoft Teams!

Configure the integration​

After connecting Atlan to Microsoft Teams, you can configure how notifications and alerts are shared across channels. This helps you tailor which Teams channels receive updates, announcements, or alerts from Atlan, ensuring that the right information reaches the right audience.

Channel configuration

In Atlan, you can configure multiple channels under the Channels section. However, Workflows, Playbooks, and DQ Alerts support configuration with a single channel only.

Channels must be standard Teams channels. Private or shared channels aren't supported and display an error during configuration. Learn more about Teams channel types.

  1. In Atlan, go to Admin → Integrations.

  2. Expand the Microsoft Teams tile and select the Configurations tab.

  3. Configure the following settings to define how Atlan communicates with your Microsoft Teams channels:

    • Channels: enter the names of the Teams channels where Atlan can post updates and notifications. Enter each channel name without the # symbol. For multiple channels, press Tab after each entry.

    • Announcements channel (optional): specify a dedicated channel for viewing asset announcements directly in Teams.

    • Workflows alert channel (optional): select a channel to receive workflow alerts from Atlan. Toggle Receive failure alerts only if you want to be notified only when a workflow fails.

    • Playbooks alert channel (optional): choose a channel to receive playbook run alerts. You can also toggle Receive failure alerts only to limit notifications to failed playbook runs.

  4. Click Update at the bottom of the configuration tile to save your changes.

limitations
  • The Atlan Assistant app doesn't support personal scope in Teams.
  • Notifications for features like starred assets aren't delivered to personal chats or DMs.
  • Notifications for glossary updates, announcements, playbook runs, and workflow statuses are only supported at the team (channel) scope.

Need help?​

If you encounter any issues with installing or configuring the Microsoft Teams integration, contact Atlan Support or your Atlan customer team.