Who is this guide for? Any user with access to MS Teams
What can I learn from this page? How to receive Daily Coaching in Teams, access insights through Copilot, and manage your preferences
Cloverleaf integrates with Microsoft Teams, bringing personalized coaching and team insights directly into your workflow. Receive Daily Coaching Tips, interact with insights through Microsoft Copilot, and manage everything without leaving Teams.
Daily Coaching in Microsoft Teams
Receive personalized coaching tips on yourself and your teammates directly in Teams. Each tip helps you build stronger collaboration, navigate conflict, and understand your team better.
What you can do with your tips:
Save tips you want to reference later
Share tips that resonate with your teammates
Reflect on tips to deepen your learning and track your growth
All saved tips and reflections sync back to your Cloverleaf account, where you can review them anytime.
Access Cloverleaf Insights in Microsoft Copilot
Cloverleaf integrates directly with Microsoft Copilot, allowing you to surface team insights and coaching information right within your conversations.
How to use it: Type @Cloverleaf followed by your question in any Copilot conversation.
Example queries:
@Cloverleaf show me insights about [team member name]@Cloverleaf what's my communication style?@Cloverleaf tips for working with [team member name]@Cloverleaf how should I communicate feedback to [name]?
Copilot pulls relevant information from your Cloverleaf data, making it easy to get personalized coaching and team insights without switching apps.
Manage Your Settings
Control where and how often you receive coaching tips directly from Teams or in your Cloverleaf account.
From Microsoft Teams: Send Settings in the chat to access your Account Settings
From Cloverleaf: Navigate to Account Settings > Notifications tab
What you can adjust:
Where you receive Daily Coaching (Teams, email, or in-app)
Frequency of your coaching tips
Communication preferences for Cloverleaf account updates and alerts
Quick commands: Send Help in the Teams chat to see all available commands, sign in, or sign out of Cloverleaf.
How to Install Cloverleaf for Microsoft Teams
What you need: A Cloverleaf account and access to Microsoft Teams
Use the quick start link to install the Cloverleaf app or follow the installation instructions outlined below.
Installation Steps
1. Find the Cloverleaf app
Navigate to the Apps section in Microsoft Teams and search for "Cloverleaf"
2. Add the app
Click "Add" to install (Note: You must be signed into Microsoft Teams)
Note: The Cloverleaf integration should be automatically enabled for your organization. However, your Microsoft Teams admin can disable it. If you see "Request" instead of "Add" during installation, you'll need admin approval before proceeding.
3. Sign in to authorize
You'll receive a welcome message prompting you to sign in. Click the sign in button, which opens a new tab in Cloverleaf.
Click "Authorize" to connect your accounts.
4. Start receiving coaching
Return to Microsoft Teams to receive your Daily Coaching from Cloverleaf!
Note: If you're not logged in to Cloverleaf, you may need to log into Cloverleaf first and click the Sign In button on Microsoft Teams again.
Need help? Contact support@cloverleaf.me!