Integrations/Microsoft 365
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Integration

Files that organize themselves

Coworker agents search Microsoft 365 to answer questions in context, create new files from meeting notes, and route documents to the right folders without any manual work.

What gets automated

Post-meeting files

After a meeting, agents create a Microsoft 365 doc with decisions, notes, and action items in the right folder.

Contextual retrieval

Agents surface the right spec, proposal, or playbook from Microsoft 365 when a relevant event triggers.

Proposal drafting

Agents generate first drafts of proposals and contracts from CRM data and templates stored in Microsoft 365.

Stale file detection

Agents flag important Microsoft 365 files that haven't been opened or updated in 60+ days.

Setup

Live in minutes

1

Connect in under a minute

Authorize Coworker on Microsoft 365 via OAuth or API key. Setup takes under 60 seconds and uses Microsoft 365's official integration path.

2

Configure what agents should do

Tell agents which data to read, which events to act on, and where to route outputs — Slack, email, CRM, or any other connected tool.

3

Agents start working immediately

From day one, agents are monitoring Microsoft 365 and taking the actions you configured. Adjust behavior anytime.

Security

Enterprise-grade from day one

Coworker is SOC 2 Type II certified, GDPR compliant, and CASA Tier 2 certified. Your Microsoft 365 data is processed securely and never used to train AI models.

SOC 2 Type IIGDPRCASA Tier 2OAuth 2.0Zero data retention

FAQ

Frequently asked questions

Yes. Agents can create and write to Microsoft 365 as outputs of workflows like meeting summaries, weekly reports, or contract drafts.

Only if you explicitly authorize it. By default, agents only access shared folders and files you specify.

Yes. Agents can append to or update existing files when configured — for example, updating a living project doc.

Connect Microsoft 365 in minutes

Book a demo and we'll show you agents working on your Microsoft 365 data.