You can send key notifications from Upstream+ directly into Microsoft Teams, so you never miss important updates from meetings, feedback, or coaching reminders. This integration takes just a few minutes to set up.
Step 1: Connect Your Microsoft Teams Account
- Go to: Edit My Profile >> Notifications
- Locate the Microsoft Teams connection banner
- Click: Connect Microsoft Teams
- Sign in with your Microsoft account
- Approve access when prompted
Once completed, you’ll return to Upstream+ and see a confirmation message.
Step 2: Install the Performance Scoring Bot
After connecting your account, you must also install the Teams Bot so notifications can be delivered.
- Click: Install Bot App
- Microsoft Teams will open and prompt you to install the bot
- After installing, open the bot chat and send the message: Hi
This activates the bot connection so Upstream+ can begin sending notifications.
Step 3: Enable Teams Notifications
Once connected, you can choose which alerts you want delivered through Teams, such as:
- Digest emails and reminders
- Realtime feedback notifications
- Coaching and review alerts
These settings can be adjusted anytime under: My Profile >> Notifications
Disconnecting Microsoft Teams
To stop Teams notifications:
- Return to My Profile → Notifications
- Click: Disconnect Microsoft Teams
This will remove the Teams connection from your account.
Troubleshooting
I connected my account but still see “Bot App not installed”
You still need to install the bot and send “Hi” to complete setup.
I’m not receiving notifications
Make sure:
- Teams is connected
- The bot is installed
- You’ve enabled notification toggles in your settings
If you need help, contact support.
