Microsoft 365 Planner is a project management tool that helps teams create, organize, and track tasks effectively. By integrating with Relevance AI, you can elevate your planning experience with smart automation and insights that drive collaboration.
Microsoft 365 Planner provides a robust platform for organizing tasks and projects. With Relevance AI, you can leverage AI Agents to automate planning processes, ensuring your team stays aligned and productive.
Intelligent Task Orchestration
The agent dynamically creates, assigns, and prioritizes tasks based on team capacity and project requirements.
Predictive Resource Optimization
Leverages historical data to forecast resource needs and automatically balance workloads across teams.
Automated Workflow Synchronization
Seamlessly coordinates tasks across Microsoft 365 tools while maintaining real-time updates and dependencies.
Relevance AI seamlessly integrates with Microsoft 365 Planner, enhancing your workflows with intelligent task and project management capabilities.
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 with Planner access
- A Relevance AI account with appropriate permissions
- Authorization credentials (secured via Microsoft OAuth authentication)
Security & Reliability
The integration leverages Microsoft's secure OAuth authentication to enable seamless interaction with Microsoft 365 Planner, ensuring only authorized workflows can access and modify plans, tasks, and buckets. Relevance AI handles all Microsoft Graph API operations in the background—automatically managing authentication, rate limits, and data formatting for reliable task and plan management.
Built-in validation ensures proper handling of dates, priorities, and assignments while intelligent type conversion maintains data consistency across your Planner workflows.
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 365 Planner + Relevance AI integration without writing code:
- Start with a clear plan structure: Organize your plans, buckets, and tasks with clear naming conventions for better collaboration.
- Utilize pre-built workflows: Relevance AI provides templates for creating, updating, and managing tasks—perfect for quick implementation.
- Connect with the right permissions: Ensure you grant the necessary Microsoft Graph API permissions during setup to avoid access issues.
- Test your API calls: Validate your integration with test data to catch errors before deploying to your live environment.
- Monitor API usage: Keep an eye on rate limits and implement exponential backoff strategies to handle throttling effectively.
