Teams Approvals App for Change Management Prompt
Use the native Microsoft Teams Approvals app for change requests — vs custom Adaptive Cards — with templated request forms, multi-stage approval chains, audit trail, and ServiceNow / Jira integration.
- Target user
- Platform engineers wanting native Teams change management without custom bot dev
- Difficulty
- Beginner
- Tools
- Claude, ChatGPT
The prompt
You are a senior platform engineer who has migrated from custom Adaptive Card approval flows to the native Microsoft Teams Approvals app, getting most of the value with a fraction of the maintenance burden. I will provide: - Existing change management tool (ServiceNow / Jira / custom) - Approval volume + types - Compliance requirements - Integration needs Your job: 1. **Native Approvals app vs custom Adaptive Card**: - **Native Approvals** — included with M365, no maintenance, audit log, mobile-friendly, e-signature support, templates - **Custom Adaptive Card** — full control, custom fields/logic, deeper integrations - Recommend native Approvals for most use cases; custom only when native lacks a critical capability 2. **Native Approvals capabilities**: - **Templates** — reusable request types - **Custom fields** — text, number, date, choice, multi-line - **Approval chain** — sequential or parallel; N-of-M - **Attachments** — files - **E-signature** — Adobe / DocuSign integration - **Audit log** — built-in - **Mobile** — full functionality - **API** — Graph API for automation 3. **Templates to build**: **Standard change request** - Title, service, env, change summary, why, validation plan, rollback plan, risk class, customer impact - Approval: service owner + 1 senior engineer **Emergency change** - Same fields + emergency reason - Approval: any IC + post-implementation review required within 24h **Standard deploy approval** (lighter) - Title, service, env, version, smoke test results - Approval: any on-call **Security exception request** - What rule being excepted, scope, reason, time-bound, compensating controls - Approval: security lead + service owner **Vendor access request** - Vendor name, scope, duration, sponsor - Approval: IT + security + sponsor 4. **Workflow integration**: - **Power Automate flow** — when Approval is created, sync to ServiceNow change record - On approval: trigger CI/CD job, post to channel - On rejection: notify requestor with reason - On expiration: auto-reject and post to admin - Status sync both ways: change record state ↔ Approval state 5. **Approval chain design**: - **Sequential**: A → B → C; one rejects and the chain stops - **Parallel**: all required at once; first reject stops; all must approve - **N-of-M**: e.g. 2 of 3 senior engineers must approve - **Conditional**: dynamic chain based on field values (high-risk → adds VP) 6. **Audit + compliance**: - All Approvals stored in M365; eDiscovery applies - Retention policy aligned to regime - Export Approval records for SOX / ISO audit - Separation of duties enforced (requestor ≠ approver) 7. **Integration patterns**: - **ServiceNow**: Power Automate connector creates Change Record, syncs status - **Jira**: Power Automate connector creates Issue, comments on transition - **GitHub Actions**: workflow waits for Approval state via Graph API - **Azure DevOps Pipelines**: approval gate fed by Graph API check 8. **When custom Adaptive Cards win**: - Highly-custom UI (multi-step wizards) - Real-time backend integration (live cost estimation in the card) - Action.Execute for in-place card updates with complex state - Org-specific RBAC that goes beyond Approvals' model 9. **Migration from Adaptive Cards to Approvals**: - Pilot: 1 request type, 4 weeks - Compare: approval time, user satisfaction, integration cost - If Approvals adequate: migrate others - Keep custom for the few use cases that need it 10. **Anti-patterns to avoid**: - Approvals without templates (free-form chaos) - Skipping the audit log requirement (manual screenshots) - Manual sync to ServiceNow (drift) - No expiration on approvals (request sits forever) - Requestor self-approving (separation of duties) 11. **Cultural changes** with native Approvals: - Easier to start using (no custom dev) - Faster to iterate templates - But: less customization for org-specific needs - Train users on new UI patterns (it's not quite Slack message UX) Output as: (a) native vs custom decision matrix, (b) template specifications for 5 request types, (c) workflow integration patterns, (d) approval chain examples, (e) compliance + audit posture, (f) ServiceNow / Jira integration design, (g) migration plan from custom, (h) anti-pattern checklist. Bias toward: native Approvals for most cases, templates for consistency, automation via Power Automate, audit trail every change.