integrations
AI agents for Outlook and Microsoft 365
Polytask agents read your Outlook inbox, file what matters in OneDrive, update Excel and message your team, in the mailboxes and folders you choose.
sound familiar?
Your inbox is where the work starts.
Orders, requests and documents arrive by email. Then someone has to read them, save them and key them in somewhere else.
Starts as soon as an email reaches an Outlook mailbox, works out what it is, then files it or replies.
Files and folders
Saves attachments to the right OneDrive folder, and renames and moves documents.
Excel and SharePoint
Reads and updates Excel ranges, adds table rows and keeps SharePoint lists up to date.
Calendar and Teams
Manages Outlook calendar events, creates Teams meetings and posts to Teams channels.
an example
A booking at an equipment hire company
- 1A customer emails a booking form to the shared mailbox.
- 2The agent reads the form and saves it in that customer’s OneDrive folder.
- 3It adds a row to the bookings spreadsheet and creates the calendar event.
- 4It replies to confirm, and posts the booking in the team’s Teams channel.
your control
You stay in charge
Only what you allow
You decide which accounts each agent can reach, and you can limit a connection to reading only.
Approvals where you want them
Choose the actions that need someone’s OK first, and the right person on your team gets the request.
Rehearse it first
A rehearsal reads your real data and only simulates changes, so you see what it would have done.
to be clear
What stays with you
- Only Outlook email starts an agent. Changes in OneDrive, SharePoint, Teams or Calendar don’t.
- Agents only see the OneDrive folders you choose, and you can make a folder read-only.
- Most business accounts need a Microsoft 365 admin to approve the connection once.
questions
Common questions
- Can an AI agent reply to emails in Outlook?
- Yes. An agent can read, search, draft, send, reply to and forward email. You can require someone’s OK before anything is sent.
- Does it get access to all my files?
- No. Agents only reach the OneDrive folders you choose, and you can make any of them read-only.
- Do I need my Microsoft 365 admin?
- Usually, yes. Most business accounts need an admin to approve the connection once.
Bring the job that starts in your inbox.
Tell us the job that keeps landing back on your desk, and we’ll show you what an agent would do with it.
Nothing important goes out without your OK — from the first minute.