This is a paid bot, and its usage will be counted toward your plan's credits limit. For more information about credit usage, refer to this article.
How the Notify MS Teams contacts on documents completion bot works
Send Microsoft Teams notifications when altaFlow documents are completed. The bot posts an update to your chosen team channel the moment recipients finish signing, keeping stakeholders informed without switching between apps.
Use case example: You're a project manager and you regularly send project documents to team members for review and completion. You want to stay informed when team members finish reviewing and filling out these documents — the bot posts a Teams notification to your project channel automatically.
How to set up
When does the bot work by default:
The Notify MS Teams contacts on documents completion bot activates when the documents have been completed by the recipient.
Add the bot depending on your needs, as described in this article. You may install this bot between steps or use the All bots tab.
Find the Notify MS Teams contacts on documents completion bot in the list of bots and click Install bot.
Action settings
Connect your Microsoft Teams account to altaFlow. Click Connect in the Connection settings section.
Note: To send messages to team channels, the connected account user has to be a member of these channels. If you want the bot to send notifications to all channels, you can assign the admin role to the connected account user.
Select a team and specify the channel where you want to send a notification. You can also customize the message that will be sent once the recipient opens or completes the documents.
If you want the team or the channel to be dynamically changed, you can use Advanced setup. Then you will be able to select the document field that identifies what team or channel should be used.
Conditions
Set conditions to send Teams notifications only in specific scenarios. Common use cases include:
Deal priority routing: Post to a "High-value deals" channel only when the contract value exceeds $100,000, keeping executive attention focused.
Department-based channels: Route notifications by department field — Sales completions to #sales, HR docs to #hr-team, Legal contracts to #legal-review.
Signed-only alerts: Only post when the "Status" field equals "Signed" — avoid noise on drafts or aborted signings.
Escalation on decline: Post to a "Escalations" channel only when a decline reason is set, so managers see rejections immediately.
Learn more about bot conditions usage in the dedicated bot execution conditions article.
Advanced settings
Fine-tune how the bot posts to Teams:
Run frequency: The bot posts once per workflow completion by default. Enable per-revision if teams need to see every iteration.
Failure handling: If the Teams API is unreachable or the channel was archived, choose whether to skip silently (workflow proceeds) or halt for troubleshooting.
Document tags: Tag documents that triggered a Teams notification (e.g., "teams-notified") so you can filter and audit which sessions posted updates.
Learn more about adjusting Advanced settings in the bot setup glossary.