Microsoft 365 AI Integration
Connect AI to Microsoft 365 to search SharePoint, summarize documents, update Excel and automate work across Outlook and Teams.
Microsoft 365 includes Outlook, Teams, Word, Excel, SharePoint and OneDrive. Through Microsoft Graph, AI integrations can search company documents, summarize files, update spreadsheets and automate processes that span email, chat and documents.
What you can automate in Microsoft 365 with AI
Inbound: documents in SharePoint and OneDrive, Excel files, emails and Teams messages. Process: search and summarize content, extract data, fill templates and answer questions from approved sites. Outbound: reports, updated workbooks, document drafts and notifications in Teams.
Connecting Microsoft 365 safely
Register the integration in your tenant with minimal Graph permissions and admin consent, respect SharePoint permissions and sensitivity labels, and log access. Test with a limited group before rolling out.
FAQ
Can AI answer questions from SharePoint?
Yes. Assistants can search approved SharePoint sites and answer with links, following existing permissions.
Copilot or a custom integration?
Copilot covers general productivity inside Microsoft 365; custom integrations fit company-specific processes and other apps.
Also listed in:
Build the workflow with
Check each platform’s connector list for Microsoft 365, or connect through the Microsoft 365 API.
Need Microsoft 365 connected to AI?
We design, build and test AI workflows one process at a time, with human approval where it matters.