Create monday.com items from Microsoft Teams messages

The idea: an intake channel

Requests often start as a message in Teams and then get lost in the scroll. An intake channel fixes that: people post in one channel with a keyword, and each post becomes an item on your board.

1. Post in the intake channel
2. Keyword found
3. Name, Status and Due Date lines read
4. New item on your board

This guide builds an intake channel for a marketing team. Each post with the word intake adds an item to this board:

Marketing requests

New requests

Request	Requester	Status	Due date	Teams link
Update pricing page	DL Dana Lee	Working on it	Nov 20	View message
New webinar banner	SO Sam Ortiz	New	Nov 24	View message

Step 1: Pick the right mode

Automations that watch a Teams chat work in Standard Mode, so you can skip to step 2. Automations that watch a Teams channel need Full Access Mode:

1. Ask a Microsoft 365 Global Administrator, Application Administrator or Cloud Application Administrator to approve Full Access. The app’s Connect Account tab has an approval link you can send them. A Teams Administrator role alone isn’t enough.
2. Connect your account with Full Access Mode. If you already connected in Standard Mode, click Upgrade to Full Access next to your account.

If you skip this for a channel, turning on the automation fails with an error that asks for Full Access. Get admin consent for your organization has a note you can send your IT team.

The app watches as the connected account, so that account must be a member of the chat or channel.

Step 2: Agree on a message format

The automation is only as tidy as the messages. Pin a short format in the channel, so everyone writes requests the same way:

Intake: the pricing page needs the new numbers
Name: Update pricing page
Status: Working on it
Due Date: 2026-11-20

The app reads the lines like this:

• Each label starts its own line. “Please use Name: X” in the middle of a sentence isn’t read. In Teams, press Shift+Enter to start a new line without sending.
• Only the first line of each kind counts. A second Name: line is ignored.
• Labels can be any case. name: and NAME: both work. For the date, Date:, Due: and Due Date: all work.
• Use the 2026-11-20 date format. It leaves no doubt about the day and the month. If the app can’t read a date, such as next Friday, the date stays empty and the item is still created.

Step 3: Add the automation

Pick the keyword template, so chatter in the channel doesn’t become items:

1. Click Automate in the board’s top bar, then click Create.
2. Search for MS Teams, click the app icon and pick the template above.
3. Click Account and pick your Microsoft account.
4. Click Chats/Teams and pick the team.
5. Click Chat/Channel and pick the intake channel.
6. Click Word/Phrase and type intake.
7. Click Item/Subitem and choose an item.
8. Click Group/Item and pick the group for new requests.
9. Click Data and map the fields, as described in the next step.
10. Save the automation.

The keyword matches whole words in any case. intake matches “Intake” and “INTAKE”, but not “intakes”. The app searches the subject of channel posts and the text of the message, and each automation takes one keyword or phrase. See Keyword filter.

Step 4: Map the message to your columns

Click Data and map these fields:

A few mappings need care:

• The name has a fallback. If a message has no Name: line, the item is named “Teams message” plus the date. That’s your sign someone skipped the format.
• 👤 Sender needs matching emails. The email on the person’s Microsoft account must be the email of a monday.com user in your account. Otherwise the column stays empty and the rest of the item is still created.
• Keep the context. The cleaned message leaves out the Name:, Status: and Date: lines, so the item holds only the extra details.

What won’t create an item

• Edits. Only new messages count.
• Messages from bots and apps.
• System messages, such as someone joining or leaving.
• Cards, including the notifications MS Teams Integration Plus posts.
• Deleted messages.

Replies count as messages. Teams reports replies in a channel thread like any other message, and the app has no separate filter for them. A reply that contains your keyword creates an item, which is why this guide uses intake rather than a word people use in everyday replies, such as request.

Other ways to filter

A keyword isn’t the only filter. This template runs only for messages that meet a condition, such as being marked important or coming from one person:

Condition can be importance, attachments, sender or mentions. For a channel that only holds requests, you can drop the filter and create an item from every message:

See Conditions.

Test it

1. Post the example message in the channel.
2. Check that a new item appears in the group, with the name, status, due date and requester filled in.
3. Open the link and check that it goes back to your message.
4. Post a message without the keyword and check that nothing is created.

If nothing happens, check that the automation is on and that the keyword is in the message as a whole word. If it worked before and stopped, reconnect the Microsoft account, then turn the automation off and on again. See Teams messages don’t create items.

To post messages as updates on an existing item instead, see Create items and updates from Teams messages.