Microsoft 365

Productivity

Neotask connects every corner of Microsoft 365 - email, calendar, SharePoint, OneDrive, Word, and the Microsoft Graph - into a single agent-driven workspace that runs itself.

• Email and calendar management becomes conversational - your agent reads, drafts, sends, and schedules across Outlook without you touching the app
• SharePoint and OneDrive operate on autopilot - files get organized, permissions get set, and document libraries stay structured without manual administration
• Word documents and compliance controls run through the same agent - draft content, set sensitivity labels, and manage SharePoint lists all through one conversation

What You Can Do

The Microsoft 365 integration gives Neotask 82 actions spanning every major M365 surface area.

Service	Actions	Key Capabilities
Microsoft Graph	suggest_queries, graph_get, list_properties	Direct Graph API queries, schema exploration
Outlook Mail	createMessage, sendMail, searchMessages, reply, replyAll, getMessage, listSent, sendDraft, updateMessage, deleteMessage	Full inbox management
Calendar	createEvent, listEvents, getEvent, updateEvent, deleteEvent, acceptEvent, declineEvent, cancelEvent, findMeetingTimes, getSchedule, listCalendarView	Complete scheduling lifecycle
SharePoint	findSite, getSiteByPath, listDocumentLibraries, getFolderChildren, createSmallTextFile, createFolder, renameFileOrFolder, deleteFileOrFolder, moveSmallFile, shareFileOrFolder, setSensitivityLabel, listLists, createList, createListItem, updateListItem, deleteListItem, listColumns, createColumn + more	Full site and file management
OneDrive	getOnedrive, findFileOrFolderInMyDrive, readSmallTextFile, createSmallTextFile, createFolder, renameFileOrFolder, deleteFileOrFolder, moveSmallFile, shareFileOrFolder, setSensitivityLabel + more	Personal drive management
Users & Org	getMyProfile, getUserProfile, getMyManager, getDirectReports, listUsers, getUsersManager	Org chart and identity lookups
Word	WordCreateNewDocument, WordGetDocumentContent, WordCreateNewComment, WordReplyToComment	Document authoring
Copilot Chat	CopilotChat	Trigger M365 Copilot interactions

Every action runs autonomously or requires your approval - you decide.

Try Asking

• "Draft an email to all direct reports with this week's performance summary and schedule it for Monday 9 AM"
• "Find all SharePoint files modified in the last 7 days in the Marketing site and list the owners"
• "Create a meeting for the product team next Thursday at 2 PM - check everyone's availability first"
• "Move all files in my OneDrive 'Archive 2024' folder to the team SharePoint document library"
• "Create a new Word document with our standard project brief template and save it to the client folder"
• "Who are my manager's direct reports and what is their contact info?"

Pro Tips

• Use approval gates on email sending actions - your agent can draft and queue messages for your review before they go out
• Combine SharePoint and OneDrive actions in a single agent workflow to reorganize your entire document hierarchy in one automated pass
• Schedule weekly inbox management: your agent flags unanswered emails, archives old threads, and creates calendar blocks for unscheduled priorities
• Multi-agent teams excel here - one agent handles mail, one manages calendar, one governs SharePoint permissions, and a lead agent coordinates the full office operation

Plans

Works Well With

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• Beehiiv - Connect Beehiiv newsletter workflows with Microsoft 365. Sync subscriber data, automate content publishing, and streamli...
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• Drata - Connect Drata and Microsoft 365 to automate compliance workflows, streamline security controls, and maintain continuous ...
• Dropbox - Connect Dropbox and Microsoft 365 with Neotask to unify cloud storage and productivity. Sync files, automate workflows, ...
• ElevenLabs - Connect ElevenLabs voice AI with Microsoft 365 using Neotask. Automate text to speech, transcription, and voice workflow...
• Evernote - Connect ElevenLabs and Apple Notes to automate speech to text note taking. Turn voice synthesis into searchable notes in...
• FalkorDB - Connect FalkorDB graph database with Microsoft 365 to automate workflows, enrich data relationships, and unlock insights...
• Flutterwave - Connect Flutterwave payment gateway to Microsoft 365. Automate payment notifications in Teams, sync invoices to Excel, a...
• GitLab - Connect GitLab and Microsoft 365 with Neotask to automate DevOps workflows, sync pipelines to Teams, and keep your entir...
• Gong - Connect Gong and Microsoft 365 with Neotask to sync call insights, automate follow-ups, and keep your team aligned acros...
• Google Calendar - Connect Microsoft 365 and Google Calendar with Neotask to sync events, manage schedules, and automate workflows across b...
• Google Drive - Sync files between Google Drive and Microsoft 365. Neotask automates cross-platform file management for hybrid workplace...
• Hotjar - Connect Hotjar and Microsoft 365 with Neotask to turn UX insights into team reports, share heatmaps via Teams, and autom...
• Klaviyo - Connect Klaviyo and Microsoft 365 with Neotask to unify your email marketing and office productivity workflows. Sync con...
• Mailchimp - Connect Mailchimp and Microsoft 365 with Neotask to automate email campaigns, sync contacts, and boost marketing product...
• Microsoft Clarity - Connect Microsoft 365 and Microsoft Clarity with Neotask to deliver UX analytics, heatmap summaries, and website behavio...
• Mixpanel - Connect Microsoft 365 and Mixpanel with Neotask to unify product analytics with your productivity suite. Route product m...
• Pendo - Connect Microsoft 365 and Pendo with Neotask. Sync product analytics with your docs, emails, and workflows to act on use...
• Pinecone - Connect Microsoft 365 and Pinecone with Neotask to build AI-powered workflows, semantic search, and intelligent document...
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• PostHog - Connect Microsoft 365 and PostHog to sync product analytics with your team's workflows. Automate feature flag updates, s...
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• Smartsheet - Connect Microsoft 365 and Smartsheet with Neotask to automate row updates, sync calendars, and streamline work managemen...
• SonarQube - Connect Microsoft 365 and SonarQube to automate code quality alerts, gate releases via Teams, and surface technical debt...
• Spotify - Connect Microsoft 365 and Spotify with Neotask to automate office playlist management, sync work music with your calenda...
• Telegram - Connect Microsoft 365 to Telegram with Neotask. Get Outlook email alerts, calendar reminders, Teams notifications, and O...
• Wrike - Connect Microsoft 365 and Wrike with Neotask to sync tasks, calendars, and files automatically. Keep your team aligned a...

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