Microsoft 365 Planner integration
A simple, visual way to organize teamwork.
What your agents can do with Microsoft 365 Planner
7 pre-built Microsoft 365 Planner tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (5)
Update Task
Updates a task in Microsoft 365 Planner.
List User Tasks
List all user tasks in Microsoft 365 Planner.
Create Task
Create a new task in Microsoft 365 Planner.
Create Plan
Create a new plan in Microsoft 365 Planner.
Create Bucket
Create a new bucket in Microsoft 365 Planner.
Triggers (2)
New Task Created
Emit new event when a new Task is created in Microsoft 365 Planner.
New Plan Created
Emit new event when a new Plan is created in Microsoft 365 Planner.
Set up Microsoft 365 Planner in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Microsoft 365 Planner account
In Relevance AI, open Integrations and add Microsoft 365 Planner. You will be sent to Microsoft 365 Planner to sign in and approve access, and the connection is stored against your workspace.
Use Microsoft 365 Planner in an agent
Create a tool, add a Microsoft 365 Planner tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Microsoft 365 Planner to work in your agents
Connect Microsoft 365 Planner alongside 1,800+ other integrations and let your agents run the busywork.