Microsoft Teams and Tray

Teams connects people, but not the systems they depend on. Tray links Teams with ITSM, HR, CRM, and internal tools so updates, alerts, and requests happen automatically. Messages, approvals, and events in Teams can start workflows that connect to your key systems while staying secure and auditable.

Unlike Microsoft’s built-in automations, Tray connects Teams to all your enterprise systems, not just Microsoft apps.

With Tray, you build
Agents
Integrations
 and
Automations
 that connect Microsoft Teams across your business systems and teams.

Agents

Build agents with Teams and Tray

Agents built in Tray Merlin Agent Builder work inside Teams to help IT, HR, and business users complete tasks and approvals using company data. Every action runs under IT governance with full visibility and control. Agents can also run in Slack or web chat without being rebuilt, using the same secure logic managed in Tray.

Ground agents with relevant knowledge

  • Combine sources: Use Teams context with HR, ITSM, or CRM data
  • Build a data source: Query approved message, user, or channel data
  • Filter scope: Limit access by team, channel, or role
  • Use company knowledge: Ground responses in approved data and link back to the right records

Tray Merlin Agent Builder vs. Microsoft Copilot

Many organizations comparing automation in Microsoft Teams want to know how Tray agents differ from Microsoft Copilot. Both support productivity, but they serve different purposes.

Copilot enhances productivity inside Microsoft 365. Tray’s Merlin Agent Builder governs and orchestrates actions across every system your business depends on.


Merlin Agent Builder

Acts across systems to create, update, or orchestrate actions across HR, IT, and business tools, not just Microsoft 365

Runs under IT governance with scoped permissions, RBAC, and full audit logging

Connects to flexible data sources including Salesforce, ServiceNow, Okta, and Workday

Runs in Teams, Slack, web apps, or via API so one build works across channels

Microsoft Copilot

Works within Microsoft apps including Teams, Outlook, Word, and Excel but cannot act across external systems

Provides insights and summaries but does not modify or update records in other tools

Centers governance and visibility within Microsoft 365’s environment

Supports content creation, summarization, and search inside Microsoft products

Integrations

Integrations with Teams and Tray

Tray connects Teams with your core systems so messages, alerts, and approvals stay linked with real data. Use the Teams connector for built-in actions, or the HTTP connector for any API. Connect Teams with Microsoft 365 tools like SharePoint and Planner, or extend to Slack, Jira, ServiceNow, Workday, and Salesforce to keep every update aligned.

Teams integration capabilities

Integrate Teams with 700+ applications using the Teams connector or any API with Tray’s HTTP connector. These domains mirror Teams APIs and how organizations actually collaborate and manage workflows in Teams.

Connect conversations with the systems behind them

  • Send messages: Post updates or notifications in any channel or chat
  • Reply and edit: Manage threaded replies for context
  • Mention users: Tag people or groups to trigger responses

Automations

Automations with Teams and Tray

Tray turns chat into action. Messages, mentions, or events in Teams can start workflows that post updates, create tasks, or notify users in connected systems. Each step runs under IT control with retries, sequencing, and access rules, all built visually in Tray’s low-code builder.

FAQs

Yes. Workflows can send, edit, or reply to messages, trigger actions based on reactions, or collect approvals directly in chat.

What comes standard with Tray

Whether your systems, data, or models run in the cloud or on-premises, Tray connects them in one secure platform. Every connection, workflow, and agent operates under IT governance with encryption, audit logging, and access controls built in. Security teams can trust that all integrations comply with enterprise network and authentication policies.

Universal connectivity

  • Prebuilt connectors: 700+ connectors plus a universal HTTP connector for any REST API
  • Custom connectors: Build custom connectors that behave like native ones
  • Connect anywhere: Cloud or on-prem systems supported

Learn more about our connectivity options

On-premises connectivity

  • Connect securely: Access on-premises systems, whether first-party or third-party
  • Meet network requirements: Connect through approved configurations that align with enterprise security policies
  • Enterprise protocols: Support multiple on-premises security standards for safe integration

Learn more about on-premises connectivity

Authentication management

  • Secure credentials: Collect and store authentications with full encryption
  • Encrypted data: Protect all data at rest and in transit
  • Role-based control: Partition credentials by workspace and access level

Learn more about authentication management

Security and governance

  • Certified compliance: SOC 2 Type II, GDPR, CCPA, HIPAA
  • End-to-end protection: Encryption, detailed audit logs, scoped connections, and OAuth scopes

Learn more about security and governance