Quick start guide

A fast, clean walkthrough to get you using Octopus AI inside Microsoft Teams.

Access Octopus AI in Teams

• Open Microsoft Teams from your desktop or web.
• Find Octopus AI in the left sidebar apps list. Pin it for quick access.

Open Teams and locate Octopus AI

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Tip

Pin Octopus AI in Teams: right‑click the app in your sidebar and choose Pin so it’s always one click away.

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Start a conversation

• Click into the chat input to begin.
• Ask a question in plain language. Example: “Summarize OPEX variances for September.”

Select the chat input

Ask your finance question

• Be specific about the time period, level of detail, and any filters.
• Examples
  • “Create a BVA for Q3 by cost center.”
  • “Show trend breaks in marketing spend last 90 days.”
  • “Draft an executive summary of forecast accuracy vs. plan.”

Type your question