Send a Teams DM to the people assigned in monday.com

How it works

When the automation runs, MS Teams Integration Plus reads the item’s People column, finds each person in Microsoft Teams by their monday.com email, and posts the card in a 1:1 chat with them.

1. People column on the item
2. Match each person by email
3. Card in each person's 1:1 chat

monday.com’s Teams integration article says it supports channels only. monday Workflows has its own Microsoft Teams blocks, so if you use Workflows, check what they can reach in your account. Other options are compared in monday.com Teams notifications: 4 ways compared.

Step 1: Check the People column and emails

DMs follow whoever is in the People column when the automation runs. On this board, ⭐ All Assigned Users sends the first task’s DM to Dana and Sam:

Website launch

In progress

Task	Owner	Reviewer	Status	Due date
Homepage copy	DL Dana Lee	SO Sam Ortiz	Stuck	Nov 14
Pricing page design	PS Priya Shah	DL Dana Lee	Working on it	Nov 18
Analytics setup	SO Sam Ortiz		Done	Nov 10

For each person, compare the email on their monday.com profile with the address they use to sign in to Teams. They must be the same. In most organizations, that’s the work email.

You can also put a monday.com team in a People column. The app expands it into its members and sends each member their own DM.

Step 2: Pick a template

In the Automation Center, any of the 10 monday → Teams templates can send DMs. This one notifies people when they’re assigned:

1. Click Automate in the board’s top bar, then click Create.
2. Type MS Teams in the search box and click the MS Teams Integration Plus icon.
3. Pick a template, such as “When person is assigned” or “When status changes from something to something”.
4. Set up the trigger, for example the Owner column.

Step 3: Send it to the assigned people

1. Click Account and pick your Microsoft account.
2. Click Team/Chats and pick 💬 Chats at the top of the list.
3. Click Destination. At the top of the list, pick ⭐ Assigned Users in a People column, or ⭐ All Assigned Users to include every People column.
4. Click Language and pick the language of the card.
5. Save the automation.

⭐ All Assigned Users only appears when the board has two or more People columns. If the board has no People column, none of the ⭐ options appear.

What each person receives

Each person gets the card in their 1:1 chat with the connected Microsoft account, with a button back to the item:

AM

Alex Morgan · now

👤 Sam Ortiz was assigned

monday.com

Marketing › Q4 launches › Website launch

Sam Ortiz was assigned to item "Website launch" in Marketing.

View item on monday.com

• When the card goes to several people, nobody is @mentioned, because it’s already private.
• When it goes to only one person, the card also @mentions them.
• Each person gets the card once, even if they’re in two People columns, or both on their own and in a monday.com team.

Write your own DM with the custom action

With the custom action, you write the card yourself. Add it to an automation built from scratch, with any monday.com trigger:

For example, to tell only the owner when their task is stuck:

Trigger:      When Status changes to Stuck
Title:        Stuck: {Item Name}
Message:      {Item Name} on {Board Name} is stuck. Can you take a look?
Team/Chats:   💬 Chats
Destination:  ⭐ Assigned Users in Owner column
mention:      🚫 Do not mention

With an ⭐ Assigned Users destination, 🚫 Do not mention is the only mention option, because the people already get the card privately. See Build custom automations and Workflows.

If someone doesn’t get the DM

• Their emails don’t match. Their monday.com email must be the address they sign in to Microsoft with.
• They’re outside your organization. Guests in your Microsoft tenant, and people whose monday.com email is a personal address, can’t be matched.
• Nobody matched, or the People column was empty. The app sends nothing and doesn’t show an error.
• You just fixed their email. The app remembers people it couldn’t find for a day, then checks again. Try again after a day.
• They just joined a monday.com team. The app remembers a team’s members for up to 10 days, so new members may wait until the list refreshes.

More fixes are in Troubleshooting. For channels, group chats and @mentions, read the monday.com Microsoft Teams integration guide.