Teams Marketplace Installation Private Preview

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.

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).

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.

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 if it's incorrect.
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!

Use the app

Once your Atlan tenant is connected to Microsoft Teams, you can start using the Atlan Assistant directly in your Teams channels to share assets, get updates, and stay aligned with your team.

1. In any configured Microsoft Teams channel, type @Atlan Assistant followed by a command to perform an action or get information.

2. Use the following commands to get started:

   • help: view a list of all available commands supported by Atlan Assistant.
   • hello: send a quick greeting to confirm the app is active and responding.
   • connect: add another Atlan tenant domain to the same channel.

3. To Share Atlan assets directly in Teams messages to keep discussions contextual.

   • Paste an Atlan asset link in a conversation to display an embedded preview with key metadata.
   • Expand shared Atlan links to view essential details and open them directly in Atlan.

4. If you want to collaborate or continue discussions, link Teams conversations back to the relevant Atlan assets.

5. If you want to stay updated automatically, enable Teams notifications to receive alerts for:

   • Glossary updates
   • Announcements
   • Workflow activity and playbook runs

For detailed use cases and configuration examples, see What is included in the Microsoft Teams integration.

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.

info

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.