AI + Microsoft 365:
Your Entire Microsoft Stack, Supercharged with AI.
AI agents work across Outlook, Teams, SharePoint, and OneDrive — drafting emails, summarizing meetings, organizing documents, and automating approvals.
What Gets Automated with Microsoft 365
Every workflow below runs automatically once the integration is live — no manual triggers, no human handoffs.
Outlook Email Automation
AI reads, categorizes, and drafts responses to incoming emails — so your team spends time on decisions, not typing.
- Auto-categorize and prioritize inbox
- Draft replies for common request types
- Flag urgent emails and escalate to the right person
Teams Meeting Intelligence
AI joins Teams meetings, transcribes conversations, extracts action items, and sends summaries to all participants automatically.
- Transcribe meetings in real time
- Extract and assign action items post-meeting
- Send meeting summaries to all attendees
SharePoint Document Management
AI organizes, tags, and retrieves SharePoint documents — and answers employee questions about document content instantly.
- Auto-tag and categorize uploaded documents
- Answer questions about document content via chat
- Flag outdated documents for review or archival
Approval Workflow Automation
AI routes approval requests through the correct chain, sends reminders, and escalates overdue approvals automatically.
- Route requests to correct approver based on policy
- Send reminders for pending approvals
- Escalate overdue approvals to manager
Calendar & Scheduling
AI manages calendar conflicts, schedules meetings across time zones, and sends prep materials before every call.
- Find optimal meeting times across attendees
- Send agenda and prep docs 24 hours before meetings
- Reschedule conflicts automatically with participant consent
OneDrive File Intelligence
AI monitors OneDrive for new files, extracts key data, and triggers downstream workflows in connected systems.
- Detect new files and trigger processing workflows
- Extract structured data from uploaded documents
- Sync key data to CRM, ERP, or ticketing systems
Measurable Results
How We Connect AI to Microsoft 365
From kickoff to go-live in as little as two weeks.
Discovery Call
We audit your current Microsoft 365 setup, data flows, and the workflows you want to automate.
Integration Design
Our team maps the API connections, data fields, and trigger logic specific to your Microsoft 365 configuration.
Build & Test
We build the integration in a staging environment and run end-to-end tests before touching your live data.
Go Live & Monitor
We deploy to production and monitor for 30 days — with ongoing support as your workflows evolve.
Ready to Automate Your Microsoft 365 Workflows?
Tell us how you use Microsoft 365 and we'll map out the fastest path to an AI-connected stack.