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Automations with Microsoft 365

The email arrives. The rest is prepared.

Agents react to new emails, Teams messages or webhooks. They read, check against your knowledge, file in SharePoint, add rows in Excel and report in Teams. Anything that leaves the building waits for your approval.

Start for free
How an automation runs
  • Outlook, Teams, SharePoint, Excel
  • With the person's rights
  • Sending only after approval

Agent: Invoice intake

Trigger

New email in the Invoices folderOutlook · with attachment only

  1. Check the invoiceMatched against order and framework contract
  2. File the PDFSharePoint · Accounting / 2026 / October
  3. Append a rowExcel · Invoice_intake.xlsx
  4. Inform accountingTeams · channel Invoices
  5. Query to the supplierOutlook · draft with previewWaiting for approval

Example with fictional content.

What automations do

Routine that starts with an event, not with a reminder.

You describe the process once. After that it starts by itself, and you see every run with its steps.

Triggers from your working day
A new email in a folder, a message in a Teams channel, a webhook from your system or a schedule.
Outlook and calendar
Search and read email, fetch attachments, draft replies, move and flag, read and create appointments.
Teams
Agents post results to channels or chats, as a card with approval buttons if you like.
SharePoint, OneDrive and Excel
File documents in the right folder, rename and move them. In Excel, read tables, append and update rows.
Planner, To Do and other systems
Create and update tasks. Agents reach other systems through reviewed MCP tools and other mailboxes through IMAP.

Process

How an automation runs.

Four steps from event to log.

  • Event

    Trigger

    An event starts the run, such as a new email that matches your filters for folder, sender and subject.

    Step 1 of 4

  • Check

    Read and check

    The agent reads message and attachment and matches them against your knowledge, with sources.

    Step 2 of 4

  • Approval

    Approval

    Steps that change something run automatically or wait for an approval with an exact preview, as you set it.

    Step 3 of 4

  • Log

    Run and log

    The agent acts and records every step. You see what happened when and with which result.

    Step 4 of 4

Rights and approvals

An agent can never do more than the person behind it.

Automations work in your systems. That is why the limits are built in.

Agents in detail
With the person's rights
In Microsoft 365 an agent acts with the rights of the person who owns the run. There is no tenant-wide access.
Sending only after approval
An email only goes out once a person has approved the exact preview.
Approval set per step
For every writing step you decide whether it runs automatically or needs approval.
Only the permissions needed
Each action requests only the permission it needs. You grant consent per area.
Content counts as untrusted
Emails, attachments and webhook data cannot force instructions on the agent. They are treated as data.
Every run in the log
Runs, steps and approvals are recorded with person and time.
Questions

What teams ask about automations.

On permissions, approvals and operation.

A process that costs you time?

Describe it to us and we will show what it looks like as an agent. Phone +49 3744 365 2202.

Book a call

No. Agents work with the rights of the person who owns the run, and only with the permissions the chosen actions need.

Try it yourself

Start with the folder that fills itself.

Create an account, connect your mailbox and let an agent prepare invoice intake. You approve what goes out.

Start for freeBook a call
  1. Create an account1
  2. Connect your mailbox2
  3. Start the first agent3