OpenText Core Capture Services - Microsoft Teams Integration and Automation

Common Integration Use Cases Between OpenText Core Capture Services and Microsoft Teams

1. Invoice exception review and approval in Teams

Flow: OpenText Core Capture Services ? Microsoft Teams

Captured invoices are classified and data is extracted in OpenText Core Capture Services, then exception cases such as missing PO numbers, duplicate invoices, or mismatched totals are routed to a Teams channel for finance review. AP staff can discuss the issue, request clarification, and approve next steps without leaving Teams.

Business value: Speeds up invoice resolution, reduces email back-and-forth, and keeps finance, procurement, and approvers aligned in one workspace.

2. Digital mailroom triage with team assignment

Flow: OpenText Core Capture Services ? Microsoft Teams

Incoming mail, scanned correspondence, and forms are captured in OpenText Core Capture Services, classified by document type, and then posted to the appropriate Teams channel based on business rules. For example, HR forms go to HR, customer complaints go to service teams, and legal notices go to compliance.

Business value: Improves routing accuracy, shortens response times, and gives teams immediate visibility into incoming work.

3. Customer onboarding document collaboration

Flow: Microsoft Teams ? OpenText Core Capture Services

During customer onboarding, relationship managers use Teams to collect missing documents, coordinate with sales, operations, and compliance, and share status updates. Submitted files are then sent to OpenText Core Capture Services for extraction and validation against onboarding requirements.

Business value: Creates a controlled handoff from collaboration to capture and validation, reducing onboarding delays and improving compliance.

4. Exception-driven document validation with subject matter experts

Flow: OpenText Core Capture Services ? Microsoft Teams

When OpenText Core Capture Services detects low-confidence data extraction or incomplete documents, it sends a notification to a Teams channel with the document image, extracted fields, and exception details. SMEs can review the case, comment, and provide corrections that are then fed back into the capture workflow.

Business value: Reduces manual rework, improves data quality, and accelerates resolution of complex cases.

5. Approval workflow for high-value or sensitive documents

Flow: OpenText Core Capture Services ? Microsoft Teams

Documents such as high-value invoices, contract amendments, or regulated forms are captured and extracted in OpenText Core Capture Services, then routed to a Teams approval channel for review by managers or compliance officers. Approvers can validate the document details and provide approval or rejection decisions directly from the collaboration environment.

Business value: Supports faster approvals, better auditability, and easier cross-functional decision-making.

6. Shared visibility into processing status and bottlenecks

Flow: OpenText Core Capture Services ? Microsoft Teams

Operational alerts from OpenText Core Capture Services, such as backlog thresholds, failed OCR jobs, or documents awaiting review, are posted to Teams channels for operations teams. This gives supervisors and process owners real-time insight into workload and exceptions.

Business value: Helps teams respond quickly to processing delays and maintain service levels.

7. Collaboration on disputed or incomplete records

Flow: OpenText Core Capture Services ? Microsoft Teams

If a captured document is missing required information or contains conflicting data, OpenText Core Capture Services can create a Teams discussion thread with the document context attached. Users from finance, operations, and customer service can collaborate to resolve the issue, then update the record for downstream processing.

Business value: Centralizes issue resolution, reduces fragmented communication, and improves turnaround time for disputed cases.

8. Operational reporting and process escalation

Flow: OpenText Core Capture Services ? Microsoft Teams

Daily or real-time summaries from OpenText Core Capture Services, such as document volumes, exception rates, and SLA breaches, are delivered to Teams for operational review. Escalations can be triggered automatically when thresholds are exceeded, allowing managers to intervene early.

Business value: Improves operational control, supports proactive escalation, and gives leadership a clear view of document processing performance.