Outlook is the channel, SharePoint and OneDrive are the corpus, Calendar is the clock, Teams is where handoff happens. Microsoft 365 is rarely the destination — it’s the substrate every other integration runs on. We connect agents against your tenant honouring permissions, sensitivity labels and Conditional Access.
A client emails info@, somebody triages it, somebody else hunts down the contract in SharePoint, a third person checks the calendar to suggest a slot, and at the end of the thread nobody is quite sure what was agreed. The information exists — it’s in Outlook, OneDrive, SharePoint and Teams — but somebody has to connect the dots every single time.
We build the connector against your tenant via Microsoft Graph, with OAuth through Entra ID and either delegated or application permissions depending on the case. The agent reads Mail, Files, Calendar and Teams with minimum scopes, honours sensitivity labels, Conditional Access and the permissions of every SharePoint site, and runs as an enterprise app with admin consent — auditable from the Microsoft portal, no shortcuts.
Reads the shared or personal inbox, classifies by type (enquiry, complaint, opportunity, invoice), enriches with client context (CRM, prior threads, attachments) and leaves a draft in the team’s voice ready for review.
Indexes the sites and libraries you authorise, respects per-user and per-document permissions, and answers internal questions with a citation back to the source file. Nobody sees documentation they shouldn’t — and neither does the agent.
Reads incoming email, understands intent (book, move, cancel), cross-references real availability of participants and proposes a slot — with a room if relevant. Human confirms, agent sends the invite.
A Teams bot that answers questions on policies, procedures and internal knowledge with a citation to the source document in SharePoint. If it can’t find a clear answer, it says so and routes to the right channel or person instead of guessing.
Invoices, contracts, delivery notes and orders arriving in Outlook are extracted, named with the agreed convention, classified and filed into the right SharePoint library — or routed to the destination system (ERP, CRM, document manager).
Graph is the only surface we touch. Mail, Outlook calendars, OneDrive, SharePoint sites and Teams through the same API and the same permission model. No scrapers, no EWS, no COM tricks — everything inside the surface Microsoft supports.
Depending on the use case we pick delegated permissions (the agent acts as a specific user and inherits their scope) or application permissions (service access with admin consent, scoped per site or mailbox). We document which one we use and why — your tenant admin approves it knowing exactly what they’re signing.
RAG indexing inherits the permissions of each site and library. If a user has no access to the Finance site, they can’t retrieve Finance content via the agent. When a permission is granted or removed on a file, we reflect it in the index — no invisible lag opening doors you thought were shut.
Conditional Access policies apply to the enterprise app’s authentication (MFA, location, compliant device). Sensitivity labels are read before content is processed: anything labelled Confidential or Highly Confidential is handled per policy — not sent to an external model if your policy forbids it.
We register the app in Entra ID with explicit admin consent and the permissions visible in the portal. Every agent call lands in the Microsoft 365 audit logs with its correlation id, so your security team can trace what it read and wrote, when and on whose behalf.
Less time on documents, proposals, research, reporting and client management.
See sector page →Quoting, sales support, forecasting, technical documentation and operational follow-up.
See sector page →Lead automation, viewings, documentation, incidents and multilingual communication.
See sector page →24/7 support, multilingual replies, request handling, upselling and review analysis.
See sector page →Yes. Before processing an email, file or message we read its sensitivity label and apply the policy your organisation has defined — including, if configured that way, not sending content labelled Confidential or Highly Confidential to external models. Tenant DLP policies still apply to the agent’s actions because it operates via Graph: if a DLP rule blocks data egress, it blocks the agent too.
Only with Microsoft 365 Business and Enterprise (Education included). Personal accounts (Outlook.com, personal OneDrive) don’t support the enterprise app, admin consent and audit model we use. If your organisation mixes tenants or uses guests, we plan for it when we design the permissions.
In yours. We register the enterprise app in your Entra ID tenant, with your admin granting explicit consent to the permissions requested. You always own the app and can revoke access from the portal at any time — no one shows up to uninstall anything on their own.
It’s complementary, not a replacement. Copilot is built for the productivity loop inside the Office apps; what we build are vertical agents and workflows against your business (qualified email triage, RAG over your sites, extraction into your ERP). If you already have Copilot deployed, we coexist: our agents read and write via Graph just like it does, with their own scope and their own audit trail.
We design for privacy from the start, human control, traceability, usage limits, permissioning and documentation. For sensitive processes, we help assess risk and applicable obligations under GDPR and the EU AI Act.
Every engagement is led personally by one of the partners. If there's a fit, you get a personal first read of your case within one business day — not a canned demo.
