Microsoft 365 - General overview

Overview

Your assistant has a set of ready-to-use tools for the most common tasks. For more advanced or less frequent operations, the assistant can dynamically discover and use any other Microsoft 365 tool through search-tools and execute-tool. These advanced operations do work, but they require more precise instructions and more back-and-forth.

Two difficulty levels apply across all features:

• Standard: the assistant understands simple, natural instructions.
• Advanced: the assistant can carry out the task, but more precise instructions and several rounds of back-and-forth may be needed.

📧 Email (Outlook)

Standard capabilities

• Read, search and filter your email (by sender, read/unread status, date, subject or any combination) and retrieve the last N messages.
• Retrieve the full content and metadata of any specific email.
• Write and send email immediately, or save it as a draft in the Drafts folder.
• Send a previously saved draft when you are ready.
• Reply to an email or forward it to other recipients.
• Move messages between folders to organize your inbox.
• View the attachments of an email and download their content.
• Browse all your mail folders (Inbox, Sent, custom folders, etc.) and list the messages in a folder.
• Consult your Outlook contacts to find an address from a name before sending.

Advanced (requires more detailed instructions)

• Reply all, copy messages between folders, delete or edit email, add attachments to outgoing messages.
• Manage inbox rules, the Focused Inbox and mailbox settings (signatures, automatic replies, working hours).
• Manage custom folders (create, rename, delete) and their subfolders.
• Send from or read shared mailboxes.

📅 Calendar

Standard capabilities

• View all your meetings over any date range (today, this week, the next 5 days, etc.), with recurring events correctly expanded.
• Browse all your calendars (primary, secondary, shared).
• List, view, edit or delete calendar events.
• Create new meetings with attendees, location, time, description and an optional Teams link.
• Find attendees' email addresses from their names by querying the organization's directory.
• Find the best time slot for a meeting by checking the availability of all attendees.

Advanced (requires more detailed instructions)

• Accept, decline or tentatively accept meeting invitations.
• Cancel a meeting with a notification to attendees (different from simply deleting it).
• Forward an event to other people.
• Snooze or dismiss a reminder.
• Manage the calendars themselves (create, rename, delete them).
• Access colleagues' shared calendars or group calendars.
• Track calendar changes over time (delta queries).
• Manage event colour categories.

💬 Teams - Chats and online meetings

Standard capabilities

• Browse all your one-on-one and group chats and view their details.
• Read the full message history of a chat and retrieve a specific message.
• Send new messages in existing chats.
• View all your scheduled Teams online meetings.
• Retrieve the text transcript of a recorded Teams meeting (no audio or video).

Advanced (requires more detailed instructions)

• Start new chats, reply to a specific message in a thread, react with emoji, pin/unpin messages.
• Post in Teams channels (not only in private chats), reply to channel threads, manage channels.
• Manage team members (add or remove people).
• Access meeting recordings (audio/video) and attendance reports.
• Schedule, edit or cancel online meetings programmatically.

☁️ OneDrive

Standard capabilities

• Browse your OneDrive: list available drives, navigate through folders, view their content.
• Search for files by name or keyword.
• Retrieve the metadata of a file or folder (size, modification date, path, sharing).
• Download the actual content of a file.

Advanced (requires more detailed instructions)

• Upload, create, copy, move, rename or delete files and folders.
• Share files by generating sharing links and manage permissions.
• Preview files, view thumbnails, browse version history.
• Track changes to your drive over time (delta queries).

🌐 SharePoint

Standard capabilities

• Search for SharePoint sites across your entire tenant.
• Find a site by its identifier or its URL path.
• Browse a site's document libraries (drives), including finding a specific drive by identifier.
• List the items at the root of a site and retrieve an item's metadata.
• In combination with download-onedrive-file-content, download files stored in SharePoint (same item model).

Advanced (requires more detailed instructions)

• Manage SharePoint lists and their items (create, edit, delete entries; edit columns).
• Access OneNote notebooks stored in SharePoint sites.
• Track changes to sites over time (delta queries).

🔍 Cross-service search and discovery

• search-query: runs a unified Microsoft search across email, files, events, people, chats and SharePoint from a single query. Ideal when you do not know exactly where the information is.
• search-tools + execute-tool: these are the keys to the "Advanced" sections above. These tools let the assistant dynamically discover and use any Microsoft 365 tool that is not part of the standard set. Each advanced task usually requires more tool calls and more precise instructions from you (e.g.: "find the right tool to react to a Teams message, then use it to react with 👍 to message X in chat Y").

✅ Concrete tasks you can run

Task	Difficulty
"Show me my last 10 unread emails from Marie"	Standard
"Forward the email about the Q2 report to Jean"	Standard
"Reply to my last email from Alex with 'thank you!'"	Standard
"Move all of this week's newsletters into my Newsletters folder"	Standard
"Send an email to Jean about the deadline"	Standard
"Prepare a draft reply for me to review later"	Standard
"What is on my calendar next week?"	Standard
"Schedule a 1-hour meeting with Marie and Jean on Monday at 10 a.m."	Standard
"Postpone or delete my 3 p.m. meeting"	Standard
"Read my chat with Alex / send him a message"	Standard
"Retrieve the transcript of yesterday's meeting"	Standard
"Find contract.pdf in OneDrive and download it"	Standard
"Find the Project X SharePoint site and list its files"	Standard
"Search for 'Q2 budget' across all of M365"	Standard
"Accept Jean's meeting invitation"	Advanced
"Post a message in the Marketing channel"	Advanced
"Upload this file to my Reports folder in OneDrive"	Advanced
"React with 👍 to Alex's last message"	Advanced
"Add an entry to the Project Tracking SharePoint list"	Advanced
"Turn on my out-of-office for next Friday"	Advanced

💡 Tips for better results

• Standard tasks: simple, natural instructions work very well ("show my last 10 emails", "create a meeting with Jean tomorrow at 2 p.m.").
• Advanced tasks: be specific about the action AND the target. Explicitly mention the resource type (channel, list, group) and clearly identify the entities. The assistant will find the right tool, but it needs the right context to make the right choice.
• Patience with advanced tasks: they may require several tool calls (find the tool → call it → retrieve identifiers → call the tool again). This is normal.

⚙️ Configuration - For IT administrators

First sign-in by the IT administrator (required step)

Before members of your organization can use this connector, your IT administrator must complete a first sign-in in order to authorize the application on behalf of the organization.

Why this step is necessary

The application uses the Microsoft 365 APIs (Microsoft Graph) to access email, calendars, OneDrive/SharePoint files, Teams chats, and so on. Microsoft requires an administrator to explicitly authorize this type of access once for the entire organization. This is known as admin consent.

What the administrator must do

1. Sign in to the application with an account holding Global Administrator, Application Administrator or Cloud Application Administrator rights.
2. At first sign-in, Microsoft will display a consent screen listing the requested permissions (reading email, calendar access, reading files, etc.).
3. Check the "Consent on behalf of your organization" option, then click Accept.

After this step

• All authorized users in your organization will be able to sign in normally without having to reconfirm the permissions.
• Each user will only have access to their own data (their email, their calendar, their files, etc.): the application respects the individual permissions of each Microsoft 365 account.
• This step only has to be done once per organization, unless the application's list of permissions changes in a future update.

⚠️ Important

Until this step has been completed, regular users will see an error message indicating that admin consent is required (AADSTS65001 or a similar message). This is not an application bug: it is the normal behaviour of Microsoft Entra ID (formerly Azure AD).