Skip to content
Microsoft 365 Integration

AI Agents That Run Your Day from Outlook, OneDrive, and Office

AI agents that triage Outlook inbox, manage Calendar, draft replies, summarize Word docs, and pull data from Excel, all under a real Microsoft 365 user account, not a shared bot.

5 hours saved per knowledge worker per week

Teams running an AgentTeams agent inside Microsoft 365 stop drowning in Outlook and start working through it.

Microsoft 365 has everything. And it shows.

Outlook overflows, calendars overlap, and the file you need is in OneDrive, SharePoint, or Teams, but you're never quite sure which.

121

Emails per knowledge worker per day

Most of them are routine, meeting requests, status updates, FYIs. They still take time to read and reply to, every single day.

23h

Per week in meetings

Booking, rescheduling, prep, follow-up. Calendar work eats the day before the actual meetings even start.

9 min

Searching for the right file

OneDrive, SharePoint, Teams files, email attachments, the same doc lives in four places and search rarely finds the latest version.

How it works with Microsoft 365

Three steps to an AI team member that works alongside you in Microsoft 365.

01

Connect Microsoft 365

Admin-consent OAuth flow. The agent gets its own M365 account with permissions you scope per role.

02

Set the scope

Pick which mailboxes, calendars, and SharePoint sites the agent can see and write to. Different agents on the same team can have different access.

03

Let it work

Triage and reading run unattended from day one. Put replies and file edits behind approval gates while you build trust; loosen as confidence grows.

Everything you need for M365 that works for you

From inbox to calendar to file management, your AI agent runs the parts of M365 you don't enjoy doing yourself.

Outlook inbox triage

Reads incoming mail, classifies by intent and priority, drafts replies for routine items, and surfaces the few that genuinely need your judgment.

Calendar management

Books, reschedules, and clears conflicts across attendees. Drafts agendas from the meeting context and sends prep notes the day before.

OneDrive and SharePoint files

Reads, summarizes, drafts, and shares files across OneDrive and SharePoint. Knows which version is current and where to file new docs.

Word and Excel awareness

Summarizes long Word docs, pulls answers from Excel sheets, drafts new sections, and updates rows, using the same files your team already opens.

Reply drafting in your voice

Drafts reply messages grounded in your past correspondence and team's tone. You approve before sending until you trust each intent.

Per-agent M365 user

The agent has its own M365 account. Every email it sends, every calendar event it books is attributed to its name in the audit log.

What teams use it for

Concrete examples of Microsoft 365 agents in production today.

Sales follow-up from inbox

Inbound demo replies arrive in Outlook overnight. The agent triages, qualifies against ICP, drafts personalized follow-ups, and books meetings on the right AE's calendar, before the team even logs in.

Operations runbooks from SharePoint

Ops asks 'what's the procurement approval flow for vendors over $25k?' The agent finds the SharePoint runbook, summarizes the relevant section, and links the source. No more pinging the senior person.

Customer Success email triage

Customer escalations land in Outlook with technical questions, billing issues, and renewal threads mixed together. The agent classifies, drafts replies for the routine ones, and routes the rest to the right CSM with context.

Frequently asked questions

Things people commonly ask before deploying an AgentTeams agent in Microsoft 365.

What Microsoft 365 plan do we need?

Any Business or Enterprise plan with Exchange Online, OneDrive, and SharePoint. The agent uses standard Microsoft Graph APIs available on all paid tiers. E3 and above unlock more advanced governance features (audit log retention, conditional access) that larger orgs benefit from.

Does this require admin consent?

Yes. Microsoft Graph permissions for organization-scoped data (mail, calendar, files) require an admin to grant consent for the agent to act on behalf of users. We use Microsoft's standard delegated-permissions OAuth flow.

Can each agent have its own M365 user?

Yes, that's the recommended pattern. Provision an M365 user for each agent through your Microsoft 365 admin center, then connect the agent to it. Every action shows up in the M365 audit log under the agent's identity.

Will it conflict with Microsoft Copilot?

No, they layer well. Copilot is great for in-product assistance (summarizing a single email, drafting in Word). AgentTeams agents do cross-tool workflows that span M365, Slack, Help Scout, and Salesforce simultaneously, which is where Copilot's product boundaries stop short.

What about data residency and compliance?

The agent processes data inside your scoped M365 connection only. It never copies data into a third-party store. Microsoft's existing DLP, retention, and audit policies apply to every action it takes.

Ready for an AI teammate in Microsoft 365?

See how AgentTeams agents work alongside your team in Microsoft 365 , no engineering required, live in under an hour.

Book a Demo

Or sign up for updates