Bridge Microsoft Teams and WhatsApp with an AI agent that summarizes meetings, routes alerts, and archives compliance
Microsoft Teams is the enterprise collaboration platform used by over 320 million monthly active users across Fortune 500 companies and government agencies. The LunoGen Teams integration connects your AI agent to the Microsoft Graph API so it can read Teams messages, post to channels, fetch meeting transcripts, sync Outlook calendars, and share Power BI dashboards — all bridged to and from WhatsApp for execs and field teams who live on mobile.
Teams is where enterprise work happens, but executives, field technicians, and traveling salespeople mostly live on WhatsApp. Context gets lost switching between the two. An AI agent bridges them: meeting transcripts arrive as a 60-second WhatsApp summary, urgent channel mentions wake the right person, calendar conflicts get resolved by chat, and Power BI dashboards show up at 9 AM without opening the desktop app. IT keeps compliance and auditability in Microsoft 365, leadership gets the mobile speed of WhatsApp.
Go to portal.azure.com → Azure Active Directory → App registrations → New registration. Name it 'LunoGen Agent' and pick single tenant.
Under API permissions, add Application permissions: ChannelMessage.Read.All, ChannelMessage.Send, Chat.Read.All, OnlineMeetings.Read.All, Calendars.ReadWrite, Files.Read.All. Click Grant admin consent.
Under Certificates & secrets, create a new client secret. Copy the value immediately — you will not see it again.
Open LunoGen → Credentials → New → Microsoft Teams. Paste your tenant ID, client ID, and client secret. Pick a default team and channel.
For real-time channel alerts, register Microsoft Graph change notifications against the chatMessage resource. LunoGen provides the notification URL in the Webhooks tab.
When a Teams meeting ends, the agent pulls the transcript, generates a clean summary with decisions, action items, and owners, and delivers it to the attendees' WhatsApp.
Meeting ended. Pulling transcript from Microsoft Graph...
Teams channels get noisy. The agent filters your channel mentions by importance and only pings WhatsApp when something actually needs you right now — sparing you from notification overload.
Mention in #exec-team from CFO. Evaluating priority...
Ask the agent to schedule a meeting from WhatsApp and it checks Outlook availability across attendees, finds a slot, and sends the Teams meeting invite — without opening Outlook.
Book a 30 min Teams meeting with Ravi, Mina, and Sam sometime Wednesday afternoon to review the Q1 board deck
Checking Outlook availability for all four of you on Wednesday afternoon...
Every Friday the agent pulls your Planner and Microsoft Lists data, compiles a project status digest, and posts it to the #leadership Teams channel and your WhatsApp.
Pulling Planner buckets and Microsoft Lists across 4 active projects...
Your Power BI dashboards live behind SSO but you want them on your phone at 9 AM. The agent snapshots the key tiles, saves them as images, and posts them to WhatsApp every morning.
Exporting tiles from the Executive KPI dashboard...
When a sensitivity label like Confidential or Restricted is applied to a Teams message, the agent logs it for audit, notifies the compliance officer on WhatsApp, and archives the context.
Sensitivity label event detected. Archiving and notifying compliance...
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Spin up an AI agent in under 2 minutes, plug in your Microsoft Teams credentials, and start running your workflows from WhatsApp.