Microsoft 365 is a cloud-based suite of productivity applications and services designed to enhance collaboration, communication, and productivity in organizations.
Supercharge your Microsoft 365 environment with AI agents that can automate workflows, analyze data, and deliver intelligent insights.
Microsoft 365 provides enterprise-grade productivity and collaboration tools. Relevance AI transforms these capabilities with intelligent AI agents that can analyze data, automate processes, and drive actionable insights across the Microsoft ecosystem.
Seamless Workflow Orchestration
The agent automates tasks across Microsoft 365, streamlining processes and enhancing productivity.
Intelligent Data Insights
The agent analyzes data from various sources, providing actionable insights for informed decision-making.
Dynamic Customer Engagement
The agent responds to customer inquiries in real-time, improving satisfaction and retention rates.
Relevance AI gives you access to Microsoft 365's suite of productivity tools within your AI-powered workflows.
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 365 account
- A Relevance AI account with access to your workspace
- Authorization (connect securely via Microsoft OAuth—no manual credential storage)
Security & Reliability
The integration leverages Microsoft 365's secure OAuth authentication, ensuring protected access to your Microsoft Graph API endpoints and data. Relevance AI manages API operations seamlessly in the background—handling authorization headers, request formatting, and response parsing automatically.
Built-in request validation and response handling ensure reliable workflow execution across Microsoft 365 services.
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.
Best Practices for Non-Technical Users
To get the most out of the Microsoft 365 + Relevance AI integration without writing code:
- Use proper authentication: Ensure you have the correct Microsoft 365 account permissions and scopes enabled.
- Follow API best practices: Use appropriate HTTP methods (GET for reading, POST for creating, etc.) consistently.
- Structure requests properly: Include required headers and format request bodies according to Microsoft Graph API specs.
- Handle responses effectively: Check status codes and implement error handling in your workflows.
- Monitor API limits: Stay within Microsoft 365's API throttling limits to ensure reliable operation.
