Outlook and Calendar
Read selected threads, create drafts, check availability, and prepare events.
Integration workflow
AI Agents for Microsoft 365
Coordinate selected Microsoft 365 work across communication, scheduling, files, documents, and spreadsheets while respecting tenant and resource boundaries.
What agents can do with Microsoft 365
Use the system inside a bounded workflow
✓Triage selected Outlook mail and prepare reply drafts.
✓Coordinate approved calendar and Teams notifications.
✓Read or update governed OneDrive, Word, and Excel resources.
Objects and actions
Be explicit about what the connection can read or change
Teams
Post approved notifications, collect internal decisions, and summarize selected conversations.
OneDrive, Word, and Excel
Find permitted files, extract context, prepare document edits, and update allowed tables or ranges.
Common business workflows
Realistic ways to use Microsoft 365
Executive meeting brief
Gather approved mail, event, Teams, and OneDrive context and create a reviewable briefing package.
Operations report
Validate selected Excel tables, draft a Word summary, and notify the responsible Teams channel after approval.
Agents and use cases
Connect Microsoft 365 to a defined business job
Executive Assistant
View details →Meeting Assistant
View details →Report Generator Agent
View details →Related outcome-led workflows
Permissions and security
Start with least privilege
Connection access should be limited to the resources and actions needed for the chosen workflow.
✓Apply least privilege at tenant, user, site, file, mailbox, and action level.
✓Separate read, draft, send, share, edit, and delete permissions.
✓Respect sensitivity labels, retention rules, and administrator policies.
Connection notes
Plan for schema, identity, limits, and failure
✓Confirm tenant approval requirements, shared mailbox behavior, time zones, file ownership, and Excel ranges.
✓Handle moved resources, revoked consent, conflicting edits, and throttling as visible errors.
✓Test first with limited mailboxes, calendars, sites, and files.
Human controls
Review before consequential action
Approval gates keep accountable owners involved when a workflow could affect customers, money, permissions, records, or external communication.
✓Require human approval for external sends, invitations, file sharing, deletions, and material spreadsheet edits.
✓Show the final audience, resource, and proposed action before approval.
FAQ
Questions to answer before connecting Microsoft 365
Can an agent search the whole tenant?
Access should be bounded to the accounts and resources required for the configured workflow.
How are external recipients handled?
External email, invitations, and sharing should follow organization policy and may require explicit human review.
Plan a controlled Microsoft 365 workflow.
Discuss the objects, permissions, approvals, and business outcome your implementation needs.