How to add the Microsoft Teams integration to Workshop

You will learn

• What the Microsoft Teams + Workshop integration does

• How to install the Workshop app in the Teams admin center

• How to connect Workshop and Teams using a token

• How to choose which Teams channels appear in Workshop

• How to cross-post Workshop emails into Teams
   

Overview: How the integration works

The Microsoft Teams integration lets you “cross-post” a Workshop email into one or more Teams channels.

At a high level, you will:

1. Ensure the Workshop app is available to the user who will be installing the app in the Teams Admin Center
2. Add the Workshop app inside Microsoft Teams app, ensuring you select a channel to post the Workshop welcome message to
3. Generate a token in Workshop
4. Paste that token into the Workshop bot in Teams
5. Choose which Teams channels are available for cross-posting
6. Select Teams channels when publishing emails from Workshop

Step 1 – Enable Workshop in the Microsoft Teams admin center 

• Go to https://admin.teams.microsoft.com/
• In the left sidebar, go to Teams apps → Manage apps.
• Use the search bar to find “Workshop”.
• Select the Workshop app.
• Look at the “Available to” column. If already available to everyone, you’re all set!
• If not, click on the checkmark to the left of the Workshop icon, then “Edit availability”, and either make it available to everyone or just the specific person that will be installing the app in Teams
   

Step 2 – Add the Workshop app inside Microsoft Teams 

• Open the Microsoft Teams desktop or web app.
• In the left sidebar, click the “Apps” button (the “+” icon).
• In the search bar, type “Workshop”.
• Select the Workshop app and click Add.

• Select a channel to add the Workshop app then click Go

   

Important: After you add the app successfully, make sure you select a channel you want the Workshop welcome message to delivery to, before clicking the Go button:

Note: A Workshop message will appear in the #general channel for every team where you’ve added the Workshop app. This is a requirement of all Microsoft Teams apps. Here’s a preview of what it will look like:

Already added the Workshop app but having issues? If you have already installed the Workshop app and have experienced issues, ensure you first remove the Workshop app by clicking the “Apps” button (the “+” icon) -> clicking on “Manage your apps” -> search for “Workshop” -> click on the trash icon next to all installations

Step 3 – Generate your Teams token in Workshop 

• Open Workshop: https://app.useworkshop.com

• In the top navigation, go to Manage → Apps.

• In the app directory, find Microsoft Teams (or Teams) and click:

  • Add app, or

  • Manage if you’ve already added the Teams app.

• On the Teams app page, locate the Token section.

• Click the blue copy button to copy your token.

Step 4 – Connect Workshop to Teams using your token 

• Go back to Microsoft Teams.

• Open your direct message with the “Workshop” bot.

• Paste the token you copied from Workshop into the message.

• Wait for the bot to respond, then click Complete Setup in the follow-up message.

This will open Workshop in your browser and confirm the connection between Workshop and Microsoft Teams.

Step 5 – Choose which Teams channels appear in Workshop 

• After completing setup, you’ll be taken back into Workshop to choose which Teams channels are available for cross-posting.

• In Workshop, click Manage Channels on the Teams integration page.

• Browse the list of Teams channels from the teams you enabled earlier.

• Select all channels you want to be able to cross-post to from Workshop.

• Choose a default Teams channel:

  • Pick the channel you use most often for company-wide or key announcements.

  • This channel will be preselected automatically whenever you add Microsoft Teams as a channel on an email.

  • You can still change the channel on a per-email basis if needed.

• Click Save.

You’ll now see these channels as options whenever you configure additional channels for an email.

Tip: Start with your most commonly used announcement channels (e.g., #company-announcements, #all-hands, #regional-updates).

Step 6 – Cross-post a Workshop email to Microsoft Teams 

Once the integration is connected and channels are configured, you can cross-post any eligible Workshop email.

• In Workshop, open the email you’d like to send (or create a new one).

• Go to the Additional notification channels section of the send settings.

• Select Microsoft Teams as an additional channel.

• Choose the Teams channel(s) you want to send to from the list.

• Write a custom message for Teams (optional but recommended).

  • This might be a short summary or call to action specific to your message & tailored for Teams.

• Review your email as usual.

• When ready, Publish your email.

• Your email is sent, your message will now be:

  • Sent via Workshop to your selected email recipients, and

  • Cross-posted to all selected Teams channels with your custom message and a link or preview (depending on your configuration).