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Microsoft Teams
Perplexity AI

Connect Microsoft Teams and Perplexity AI integrations

Explore ready-made Microsoft Teams and Perplexity AI templates and start automating in minutes.

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Create a custom workflow

Turn Microsoft Teams conversations into actionable intelligence by automatically triggering Perplexity AI to research topics and deliver AI-powered insights directly to your channels. Eliminate manual searches and ensure your team receives critical research summaries the moment they're needed, transforming everyday discussions into informed decisions.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Microsoft Teams
Trigger: Watch Messages
Perplexity AI
Action: Select an action
1. Select a trigger

  • Triggers when a someone sends a message in a team's channel or in a chat.

  • Triggers when a new message is created in a team's channel.

  • Triggers when a new reply to selected message is received. Not available for Personal accounts.

  • Triggers when a new Microsoft Team or Office 365 group is created.

2. Select an action

  • Creates a chat completions with the chosen model.

  • Generate a response for the provided input with optional web search and reasoning.

  • Generate contextualized embeddings for document chunks. Chunks from the same document share context awareness, improving retrieval quality for document-based applications.

  • Generate vector representations (embeddings) for the text you provide.

  • Performs an arbitrary authorized API call.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Perplexity AI functions as a trigger to initiate automated workflows when specific events occur, such as new messages posted in channels or team conversations taking place. When these trigger events happen in Perplexity AI, they automatically activate Microsoft Teams as an action to perform AI-powered research and generate intelligent insights. This integration enables you to trigger AI-powered searches based on team conversations and automatically send Microsoft Teams research summaries directly to specific Perplexity AI channels, ensuring critical AI-generated insights reach your team without manual intervention.

Add a Member
Adds a new member.
Action
Add a Member to a Group
Adds a member into an Office 365 Group.
Action
Create a Channel
Creates a new channel in a Microsoft Team.
Action
Create a chat completion
Creates a chat completions with the chosen model.
Action
Create a Team From a Group
Create Microsoft Team by calling from Office 365 Group.
Action
Create an agent response
Generate a response for the provided input with optional web search and reasoning.
Action
Create an Office 365 Group
Creates a new Office 365 Group.
Action
Create an Online Meeting
Creates an online meeting. This will be a standalone meeting that is not associated with any event on the user's calendar; therefore, meetings created via this module will not show on the user's calendar.
Action
Delete a Channel
Deletes a channel from team.
Action
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How to set up Microsoft Teams and Perplexity AI in 5 easy steps

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Step 1

Add your app module to Make

Log into your Make account and open your scenario. Search for either Microsoft Teams or Perplexity AI in the module list and add it to your workspace. When you see the connection option appear, click the 'Create a connection' button to start linking your app to Make.

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Step 2

Name your connection for quick identification

When the connection window opens, you'll have the option to give your connection a custom name. While this step is optional, choosing a descriptive name helps you stay organized, especially if you plan to manage multiple connections. Pick a name that reminds you which account or project this connection is for.

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Step 3

Get your Perplexity AI API key

For Perplexity AI connections, you'll need an API key from your account. Log into Perplexity AI, click the Settings icon, navigate to the API section, and create a new API key. Copy this key carefully as you'll need to paste it into Make. Think of this key as a secure password that lets Make access your Perplexity AI account.

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Step 4

Enter your credentials and save

Paste your Perplexity AI API key into the designated field in Make, making sure there are no extra spaces. For Microsoft Teams, you'll be redirected to Microsoft's sign-in page where you'll enter your business account credentials. After entering your information, click 'Save' to establish the connection.

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Step 5

Start building your automation

Once your connection is verified and saved, it's ready to use in your scenario. You can now add more modules from either app without needing to reconnect each time. Your apps are now linked and ready to work together, allowing you to create automations that connect Microsoft Teams and Perplexity AI.

Powerful AI-driven collaboration benefits

Integrate Microsoft Teams and Perplexity AI to transform your workspace into an intelligent hub where team members access instant AI-powered research, automate knowledge sharing, and improve collaboration.

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Instant AI-powered answers in team channels

Automatically deliver Perplexity AI research and answers directly into Microsoft Teams channels when team members ask questions or need information.

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Automated knowledge sharing workflows

Improve information discovery by triggering Perplexity AI searches based on Teams events and automatically sharing insights with relevant team members.

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Better team collaboration with real-time research

Enable teams to access comprehensive AI-generated research within their Teams workspace without switching between applications.

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Intelligent meeting preparation

Automatically generate pre-meeting briefings and research summaries using Perplexity AI and distribute them to Teams meeting participants.

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

By integrating Microsoft Teams with Perplexity AI through Make, you can automate knowledge discovery and information sharing directly within your team collaboration space. For example, you can set up workflows where team members' questions in specific Teams channels automatically trigger Perplexity AI searches, with answers posted back to the conversation. This eliminates the need to switch between applications, saves time on research, and ensures your entire team has instant access to accurate, AI-powered information without leaving their communication hub.

Make enables you to create powerful automated workflows such as: automatically generating research summaries from Perplexity AI when specific keywords are mentioned in Teams messages, scheduling daily AI-powered briefings on industry topics delivered to Teams channels, creating a bot that responds to team queries using Perplexity's knowledge base, or archiving important AI-generated insights from Perplexity directly into Teams file repositories. These no-code automations can be set up in minutes, allowing you to customize information flows that match your team's specific needs.

No programming skills are required. Make provides an intuitive visual interface where you can connect Microsoft Teams and Perplexity AI using pre-built modules and drag-and-drop functionality. You simply authenticate both applications, select triggers (like a new message in Teams) and actions (like querying Perplexity AI), and configure the data flow between them. Make handles all the technical complexity behind the scenes, making it accessible for anyone to create sophisticated integrations regardless of their technical background.

Yes, Make employs enterprise-grade security standards to protect your data. All connections use secure authentication protocols (OAuth 2.0), and data transferred between Microsoft Teams, Perplexity AI, and Make is encrypted. Make acts as a secure bridge that only processes the data you explicitly configure in your workflows, without storing sensitive information permanently. You maintain full control over what data is shared and can revoke access at any time. Additionally, Make is compliant with major security standards including GDPR, ensuring your team's communications and AI-generated insights remain confidential and protected.