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File an eyeglass reimbursement claim from a Teams chat

Cemex's Consult HR agent in Microsoft Teams explains the vision benefit from SharePoint policy documents, then presents an Adaptive Card in the same chat where the employee enters details and uploads the invoice image. On submit, Power Platform workflows route the claim into ServiceNow and immediately return a live tracking ticket number in Teams.

How it works

  1. Employee asks Consult HR in Teams about the vision benefit
  2. Agent explains the policy from SharePoint sources
  3. Agent offers to submit the claim
  4. Employee completes an Adaptive Card and uploads the invoice image
  5. Power Platform routes the claim into ServiceNow
  6. Agent returns a live tracking ticket number in chat

Why it’s worth knowing

A policy question turned into a filed, trackable claim without the employee ever leaving the chat window.

Where it’s from

Summarized from a public post on windowsforum.com. See the original ↗

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