Integrations

Supercharge Microsoft 365 Planner with Relevance AI

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.

Give your AI Agents Microsoft 365 Planner Superpowers

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.

Tools

Equip AI Agents with the Microsoft 365 Planner Tools they need

Relevance AI seamlessly integrates with Microsoft 365 Planner, enhancing your workflows with intelligent task and project management capabilities.

Microsoft 365 Planner - Update Task
Modifies existing tasks in Microsoft 365 Planner with updated details such as title, priority, completion status, due dates, and assignees
Microsoft 365 Planner - Create Bucket
Creates a new organizational bucket within a Microsoft 365 Planner plan to group and categorize related tasks
Microsoft 365 Planner - List User Tasks
Retrieves and displays all tasks assigned to a specific user across all plans in Microsoft 365 Planner
Microsoft 365 Planner - Create Task
Creates a new task in Microsoft 365 Planner with specified details including title, due date, and assignees
Microsoft 365 Planner - Create Plan
Establishes a new plan within Microsoft 365 Planner to organize and manage team tasks and projects
Name
Microsoft 365 Planner API Call
Description
Make an authorized request to a Microsoft 365 Planner API
Parameters
["OAuth Account Authorization", "HTTP Method Selection", "Custom Request Path", "Request Body Configuration", "Custom Headers Support"]
Use Case
A project management team automates task creation and assignment across multiple teams by integrating their custom workflow system with Microsoft Planner, enabling them to instantly sync project milestones and deadlines while maintaining consistent task tracking across platforms.

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.

Get Started

Best Practices for Non-Technical Users

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.