Microsoft offers a suite of services including Teams, Outlook, and Calendar that facilitate communication and organization. With Relevance AI, you can leverage these tools to create smarter workflows powered by AI Agents, enhancing productivity and collaboration.
Microsoft provides robust collaboration tools like Teams, Outlook, and Calendar. Relevance AI amplifies these capabilities by enabling AI Agents to automate tasks, streamline communication, and manage schedules effortlessly.
Enterprise Orchestration
The AI agent gains comprehensive control over Microsoft's ecosystem, enabling seamless coordination across all business tools and platforms.
Automated Workflow Intelligence
Through Power Automate and Azure Logic Apps, the agent creates and optimizes complex business processes without manual intervention.
Secure Identity Recognition
Integration with Azure Active Directory enables the agent to authenticate users and manage access permissions with enterprise-grade security.
Relevance AI seamlessly integrates with Microsoft services to enhance your workflows with intelligent automation.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Microsoft account
- A Relevance AI account with access to your workspace
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The Microsoft & Relevance AI integration utilizes secure OAuth authentication, ensuring that only authorized workflows can access your Microsoft services. Relevance AI manages API operations (such as sending messages, managing emails, and creating calendar events) in the background—eliminating concerns about errors, formatting, or limits.
With built-in validation and type conversion, your workflows operate seamlessly, even when data formats differ. This integration streamlines your communication and scheduling processes, enhancing productivity and collaboration across your organization.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the Microsoft & Relevance AI integration without writing code:
- Start with a clean Microsoft 365 setup: Ensure your Teams, Outlook, and Calendar are organized with clear naming conventions and consistent data formats.
- Use templates: Relevance AI provides pre-built workflows for sending messages, managing emails, and creating calendar events—perfect for quick implementation.
- Connect carefully: Verify that you have the correct Microsoft 365 account and permissions during the OAuth setup.
- Test before scaling: Execute API calls with test data to ensure functionality and avoid widespread issues.
- Monitor API usage: Keep an eye on rate limits and implement exponential backoff strategies to manage API calls effectively.
