Communication

Hire a Microsoft Teams specialist to run IT the way IT was meant to work

You already know Teams is the right tool. The problem is that nobody has had the time to set it up properly, keep it organized, or connect it to the rest of your stack. Trusty Oak fractional specialists work directly inside your Microsoft Teams environment, handling the configuration, governance, and day-to-day management that keeps falling off the priority list. This is not consulting or training. It is hands-on work inside your account, done by someone who has been in Teams environments before and knows where things break.

What our team does with Microsoft Teams

Concrete work our fractional specialists take on inside your Microsoft Teams account. No vague promises.

Build and configure your Teams and channel architecture

We audit your existing workspace (or build from scratch) and create a logical structure of Teams, channels, and tabs that matches how your departments actually work. Private channels, shared channels, and guest access are configured with the right permissions from the start. You get a documented map of the structure so nothing is a black box.

Set up and manage Planner boards and task workflows inside channels

We create Planner boards pinned inside the relevant channels, assign buckets by project phase or department, and establish a consistent task-labeling system your team can follow. Recurring task templates are built so project kickoffs do not start from zero each time. The result is a task layer that lives where your team already communicates.

Maintain meeting hygiene: templates, recordings, and follow-up routing

We configure recurring meeting templates in Teams, ensure recordings are saved to the correct SharePoint or OneDrive folder automatically, and set up a follow-up workflow so action items from meeting chat are captured and assigned. This removes the manual step of hunting down decisions made in a call.

Integrate Teams with third-party tools via Power Automate and app connectors

We build Power Automate flows that connect Teams to tools like HubSpot, Salesforce, Jira, or Asana, posting alerts, updates, or approvals directly into the right channel. Native app connectors for tools like GitHub, Trello, or Zendesk are configured and tested inside your environment. Each integration is documented so your team knows what triggers it and where to look if something breaks.

Organize and migrate existing content into SharePoint-backed Teams tabs

We move scattered files, wikis, and reference documents into SharePoint document libraries surfaced as tabs inside the correct Teams channels. Folder structures are standardized, naming conventions are applied, and old links are updated where possible. The goal is that a new team member can find what they need without asking anyone.

Audit governance settings and flag compliance or access risks

We review your Teams admin settings for guest access policies, external sharing, data retention, and channel creation permissions, then produce a plain-language report of what is misconfigured or out of alignment with your IT or compliance requirements. We work within your existing Microsoft 365 admin access levels and flag anything that needs IT escalation rather than acting outside our scope.

How Trusty Oak supports Microsoft Teams workflows

How the Microsoft Teams handoff works

During onboarding, your dedicated Client Success Manager works with you to document your current Microsoft Teams setup, identify the biggest friction points (whether that is a chaotic channel structure, missing integrations, or no governance at all), and build a prioritized roadmap before any work begins. Your specialist then works directly inside your Microsoft Teams and Microsoft 365 environment using access you control and can revoke at any time. Every configuration change, flow, and structural decision is documented in a format your internal team can reference, and nothing goes live without your sign-off. Ongoing maintenance hours can be used for monitoring flows, adjusting channel structures as your team grows, or building new integrations as your tool stack changes.

Common Microsoft Teams workflows we build

A few of the most common workflows our team has deployed with Microsoft Teams.

New project kickoff: Asana task created, Teams channel auto-provisioned, Planner board populated

When a new project is created in Asana (or added to a tracking spreadsheet), a Power Automate flow creates a dedicated Teams channel, pins a Planner board with standard phase buckets, and posts an intro message with key links. The project lead does not have to manually set up the workspace each time.

Inbound form submission: lead captured in HubSpot, alert posted to sales channel with contact details

A Power Automate flow watches for new HubSpot contacts tagged as inbound leads and posts a formatted card to the designated sales Teams channel, including the contact name, company, source, and a direct link to the CRM record. The sales team gets the alert where they already work without logging into a separate tool.

Weekly status update: data pulled from project tool, summary posted to leadership channel every Monday

We build a scheduled Power Automate flow that pulls open task counts or milestone status from Asana, Jira, or Monday.com and posts a formatted weekly summary card to a leadership or operations channel every Monday morning. No one has to compile or send the update manually.

Support ticket escalation: Zendesk high-priority ticket triggers immediate Teams alert to on-call channel

Using the Zendesk connector and Power Automate, we configure a flow that posts an alert to a dedicated support or on-call Teams channel whenever a ticket is marked urgent or escalated. The card includes ticket ID, customer name, issue summary, and a direct link, so the right person can respond without checking Zendesk continuously.

Meeting recording completed: file routed to SharePoint folder, summary link posted to channel

We configure a Power Automate flow triggered when a Teams meeting recording is processed, which moves the file to the correct SharePoint folder based on the meeting channel, and posts a message in that channel with the recording link and a prompt for the meeting owner to add notes. Recordings stop getting lost in the chat history.

What Microsoft Teams support costs

Drag the sliders to build a monthly plan that fits your workload.

Executive Assistants

~$35/hour

10 hours $350

Specialists

~$50/hour

20 hours $1,000

Fractional Executives

~$95/hour

0 hours $0

Your monthly budget

$1,350

Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.

Book a Discovery Call

Frequently asked questions

How does your specialist get access to our Microsoft Teams environment?

You grant access through your Microsoft 365 admin settings, typically by adding the specialist as a guest user or an internal member with scoped permissions depending on what the work requires. You maintain full ownership and can remove access at any time. We do not ask for global admin credentials and will flag tasks that require IT-level access rather than overreaching.

Is this a one-time setup or can we use hours for ongoing Teams management?

Both. Some clients hire a specialist to do a one-time audit and restructure, then use remaining hours for other tools. Others keep a recurring allocation for ongoing Teams management, including flow monitoring, channel updates, and new integrations as the business changes. Unused hours roll over month to month, so you are not penalized for lighter months.

Our company already has an IT department. How does this work alongside them?

Trusty Oak specialists handle the configuration, organization, and workflow-building layer inside Teams, not the infrastructure or security administration layer. Anything that requires tenant-level admin changes or touches compliance policy gets flagged to your IT team with a clear description of what is needed and why. The two roles complement each other rather than overlap.

We are considering Slack instead of Teams. Can you help us figure out which to use?

That comparison is outside the scope of what a Trusty Oak specialist does inside your account, but it is a fair question for your onboarding call with your Client Success Manager. If you are already committed to Teams because of your Microsoft 365 licensing or IT requirements, that is the most common reason clients land here, and it is a reasonable starting point. If you are genuinely undecided, it is worth resolving that before investing in setup work on either platform.

What happens to the work if we stop using Trusty Oak?

Everything built inside your Microsoft Teams environment stays in your account. Power Automate flows, channel structures, SharePoint folders, Planner boards, and all documentation belong to you. We also provide handoff documentation at the end of an engagement so your internal team or a future hire can understand what was built and how to maintain it.

Get your Teams environment audited first

Book a discovery call and we will review your current Microsoft Teams setup, identify the highest-priority gaps, and give you a concrete plan before you commit to any hours. The onboarding fee covers the Strategic Delegation Plan, so you start with a roadmap, not a blank slate.