Microsoft 365 Integration

The Microsoft 365 integration connects hermine.ai with your Microsoft ecosystem. You can use your company data in two ways:

1. Knowledge bases: Import documents from SharePoint and OneDrive and keep them in sync automatically.
2. Agent tools: Let AI agents work directly with Outlook, Teams, OneDrive, SharePoint, Excel, OneNote, Planner, and To-Do.

Your data stays in Microsoft 365: hermine.ai accesses it via OAuth with your personal Microsoft account and does not store copies of your emails or files.

Connecting your Microsoft account

The connection is personal: every user connects their own Microsoft account.

1. Open Personal Settings via the avatar menu.
2. Switch to the Connected Services tab.
3. On the Microsoft 365 card, click Connect and sign in with Microsoft.
4. Confirm the requested permissions.
5. Then grant access in the Access for AI agents section: click Enable for AI agents.

1. Microsoft 365 card: connect your Microsoft account here (button Connect, after connecting Disconnect).
2. Access for AI agents section: the separate approval for agents. Without it, Microsoft 365 tools in agents will not work.
3. Connected Services section: the central place for all service connections in your personal settings.

The agent approval is a deliberate, second decision: only then may agents with Microsoft 365 tools act on your behalf. You can withdraw it at any time with Revoke access or remove the connection entirely with Disconnect.

Note: After feature updates (for example the new Planner, To-Do, and OneNote tools) you may need to sign in again. hermine.ai then shows Microsoft re-authentication required or Missing permissions. Sign out and back in once so the additional permissions are granted.

Alternatively, admins manage the integration via the Microsoft 365 Suite plugin under Settings → Apps & Plugins.

Part 1: SharePoint and OneDrive for knowledge bases

Connect your cloud storage with hermine.ai knowledge bases. Documents are indexed and become available to the AI as context.

Importing documents

1. Open a knowledge base or create a new one.
2. Click Import data and choose Import from SharePoint or Import from OneDrive.
3. Navigate to the site or document library and check individual files or entire folders.
4. Under Recurring, choose whether and how often to sync automatically.
5. Click Save Selected Items to Knowledge Base.

Automatic synchronization

The Recurring selection offers the following intervals:

Option	Interval
No recurring execution	One-time import, no updates
Weekly	Every 7 days
Every two weeks	Every 14 days
Monthly	Every 28 days
Quarterly	Every 84 days

Each sync only reprocesses changed files, existing entries are preserved.

Supported file formats

Category	Formats
Documents	PDF, Word (.docx, .doc), PowerPoint (.pptx, .ppt)
Spreadsheets	Excel (.xlsx, .xls), CSV, TSV, ODS
Text	TXT, Markdown (.md), HTML, XML, JSON, YAML (.yaml, .yml)
Emails	.eml, .msg

Managing import jobs

On the knowledge base detail page you will find the SharePoint import jobs section. For each import you can see:

• Status: whether the import is running, completed, or failed.
• Last synchronization: when the data was last updated.
• Next synchronization: when the next automatic update is due.
• Show Details: which files and directories belong to the job.

Part 2: Agent tools for Microsoft 365

With the Microsoft 365 tools, the AI acts directly on your behalf: search emails, create events, manage Planner tasks, edit Excel spreadsheets, and much more.

Important: Microsoft 365 tools are only available in agents, not in the standard chat. Agents with Microsoft 365 tools also cannot be shared as a public chatbot (message Public access not available: "Microsoft 365 Tools require OAuth authentication").

Enabling tools in an agent

1. Open the agent under Agents → Edit. The Tools section is located in the General tab.
2. Click Add Tool.
3. In the Select Tools modal, filter via the Search tools... field (for example "O365", "Planner", or "OneNote") and check the tools you want.
4. Click Apply Selection.

1. Search tools... field: searching for "O365" shows the Microsoft 365 tools for email and calendar as cards with checkboxes, paginated (1-8 of 24).
2. Apply Selection saves the checked tools.

Available tool groups

Microsoft Outlook (email, calendar, contacts)

Tool	Function
O365 search emails	Searches your mailbox by sender, subject, or content.
O365 get email	Fetches a single email with its full body.
O365 email with attachments	Fetches an email including attachments.
O365 create email draft	Creates a draft in your mailbox.
O365 send email	Sends an email directly from the chat.
O365 create reply draft	Creates a reply draft for an existing email.
O365 move email	Moves an email to any folder.
O365 archive email	Moves an email to the archive folder.
O365 mark as read	Marks an email as read or unread.
O365 list email folders	Lists all folders in the mailbox.
O365 categorize email	Adds categories/tags to an email.
O365 get categories	Lists all categories available in the mailbox.
O365 search calendar events	Finds events in your calendar.
O365 create calendar event	Creates new calendar entries with attendees.
O365 update calendar event	Changes existing events (subject, time, location, Teams meeting).
O365 delete calendar event	Deletes events, as the organizer this cancels the meeting.
O365 respond to event invitation	Accepts, declines, or tentatively responds to invitations.
O365 check availability	Checks when people are free (free/busy).
O365 search contacts	Searches your Outlook contacts.
O365 find contact by email	Finds a contact by email address.
O365 create contact	Creates a new contact.
O365 update contact	Updates existing contact data.
O365 delete contact	Deletes a contact.

Microsoft OneDrive

Tool	Function
O365 search OneDrive	Searches your files by name or content.
OneDrive: list folder	Shows the contents of a folder.
OneDrive: read file content	Reads the content of text files.
OneDrive: get item details	Shows size, creation date, and permissions.
OneDrive: create share link	Creates share links (with password and expiry date).
OneDrive: create folder	Creates new folders.
OneDrive: upload file	Uploads files (Base64, text, or URL as source).
OneDrive: move item	Moves files and folders.
OneDrive: copy item	Copies files and folders.
OneDrive: delete item	Deletes files and folders (to the recycle bin).

Microsoft Teams

Tool	Function
Teams: list all teams	Shows all teams you are a member of.
Teams: list channels	Lists all channels of a team.
Teams: read channel messages	Reads messages from a channel (with time filter).
Teams: list chats	Shows all 1:1 and group chats.
Teams: read chat messages	Reads messages from a chat (with time filter).
Teams: send channel message	Sends a message to a channel.
Teams: send chat message	Sends a message to a chat.

Microsoft OneNote (new)

Tool	Function
OneNote: list notebooks	Lists all OneNote notebooks.
OneNote: list sections	Lists all sections of a notebook.
OneNote: list pages	Lists all pages of a section.
OneNote: get page content	Fetches the content of a OneNote page.
OneNote: search	Searches your OneNote notebooks.
OneNote: create page	Creates a new OneNote page.
OneNote: update page	Updates an existing OneNote page.

Microsoft Planner (new)

Tool	Function
Planner: my tasks	Shows all Planner tasks assigned to you.
Planner: list group plans	Lists all plans of a group.
Planner: get plan	Fetches details of a Planner plan.
Planner: list buckets	Lists all buckets of a plan.
Planner: list tasks	Lists all tasks of a plan.
Planner: create task	Creates a new Planner task.
Planner: update task	Updates an existing Planner task.
Planner: delete task	Deletes a Planner task.
Planner: create bucket	Creates a new bucket in a plan.

Microsoft To-Do (new)

Tool	Function
To-Do: list folders	Lists all To-Do task lists.
To-Do: get folder	Fetches details of a task list.
To-Do: get tasks	Fetches all tasks of a list.
To-Do: get task	Fetches details of a single task.
To-Do: create folder	Creates a new task list.
To-Do: create task	Creates a new To-Do task.
To-Do: update task	Updates a To-Do task.
To-Do: delete task	Deletes a To-Do task.
To-Do: complete task	Marks a To-Do task as done.

Microsoft SharePoint

Tool	Function
SharePoint: search sites	Searches SharePoint sites.
SharePoint: get site	Fetches details of a site.
SharePoint: get lists	Fetches all lists of a site.
SharePoint: list by name	Finds a list by its name.
SharePoint: get list items	Fetches all items of a list.
SharePoint: get list item	Fetches a single list item.
SharePoint: create list item	Creates a new list item.
SharePoint: update list item	Updates a list item.
SharePoint: delete list item	Deletes a list item.
SharePoint: document libraries	Lists the document libraries of a site.
SharePoint: list documents	Shows files and folders of a library.
SharePoint: upload document	Uploads documents (Base64, text, or URL).
SharePoint: get document	Fetches document details (plus content for text files).
SharePoint: read file content	Reads text file contents.
SharePoint: delete document	Deletes documents (recycle bin).
SharePoint: create folder	Creates folders (nested as well).

Microsoft Excel

Tool	Function
Excel: list worksheets	Lists all worksheets of a workbook.
Excel: get worksheet	Fetches details of a worksheet.
Excel: read range	Reads data from a cell range (for example A1:D10).
Excel: write range	Writes data to a cell range.
Excel: list tables	Lists all tables in a workbook or worksheet.
Excel: get table data	Reads all data of a table.
Excel: add table row	Adds a new row to a table.
Excel: get used range	Determines the used range of a worksheet.
Excel: invoke function	Runs Excel functions (SUM, AVG, and more).
Excel: create worksheet	Creates a new worksheet.
Excel: delete worksheet	Deletes a worksheet (permanently!).

Per-user read and write permissions

Admins control under Settings → Users which Microsoft 365 tools each person can select in the agent builder:

Setting	Effect
Microsoft 365 tools (read access)	Enables read-only tools (search, fetch, list). Without this setting, no Microsoft 365 tools are visible.
Microsoft 365 write access	Additionally allows write and delete actions (send email, create/update/delete events and files, send Teams messages). Requires read access.

For administrators and owners, both permissions are always active. Read more about roles and permissions under Permissions.

1. Toggle Microsoft 365 tools (read access): enables read-only tools in the agent builder.
2. Toggle Microsoft 365 write access: additionally allows write and delete actions, requires read access.

Approval for sensitive actions (tool approvals)

In addition, admins can enable Approval for sensitive tools under Settings → Tool approvals. Agents then pause before actions marked as sensitive (for example O365 send email) and ask in the chat: you confirm with Approve or stop with Reject. See Tool approvals for details.

Required Microsoft permissions

During sign-in, hermine.ai requests the following Microsoft Graph permissions:

Area	Permission	Used for
Email	Mail.Read	Reading and searching emails
Email	Mail.ReadWrite	Creating drafts, moving, categorizing
Email	Mail.Send	Sending emails
Email	MailboxSettings.Read	Fetching mailbox categories
Calendar	Calendars.Read	Reading events, checking availability
Calendar	Calendars.ReadWrite	Creating, editing, responding to events
Contacts	Contacts.Read	Reading contacts
Contacts	Contacts.ReadWrite	Creating and editing contacts
Files (OneDrive, Excel)	Files.Read	Reading files and workbooks
Files (OneDrive, Excel)	Files.ReadWrite	Editing files and workbooks
SharePoint	Sites.Read.All	Reading sites, lists, and documents
SharePoint	Sites.ReadWrite.All	Editing lists and documents
Teams	Team.ReadBasic.All	Listing teams
Teams	Channel.ReadBasic.All	Listing channels
Teams	ChannelMessage.Read.All	Reading channel messages
Teams	ChannelMessage.Send	Sending channel messages
Teams	Chat.Read	Reading chats and chat messages
Teams	Chat.ReadWrite	Sending chat messages
Tasks (Planner, To-Do)	Tasks.Read	Reading plans, buckets, and tasks
Tasks (Planner, To-Do)	Tasks.ReadWrite	Creating, updating, completing, deleting tasks
Tasks (Planner)	Group.Read.All	Listing group plans
OneNote	Notes.Read	Reading notebooks, sections, and pages
OneNote	Notes.ReadWrite, Notes.Create	Creating and updating pages
General	offline_access	Automatic token renewal

Examples in the chat

Searching emails:

"Show me all emails from Max Mustermann from last week."

Writing and sending an email:

"Write an email to anna@example.com with the subject 'Project update', summarize the current status, then send it."

Checking the calendar:

"Do I still have time for a meeting tomorrow afternoon?"

Creating an event:

"Create an event on Friday at 2 pm titled 'Project review' and invite Max and Anna."

Teams messages:

"What was discussed this week in the 'General' channel of the Marketing team?"

Planner:

"Which Planner tasks are assigned to me and when are they due?"

To-Do:

"Mark the task 'Write report' in my 'Work' list as done."

OneNote:

"Search my OneNote notes for the results of the customer workshop."

Excel data:

"Read the data from the 'Revenue' table in the file 'Q3-Report.xlsx'."

SharePoint lists:

"Show me all items of the 'Tasks' list on the 'Project Alpha' site."

Finding files:

"Find my quarterly report presentation in OneDrive."

Security and privacy

• Your data stays in Microsoft 365: hermine.ai does not store copies of your emails or files.
• Secure OAuth connection: You sign in directly with Microsoft, hermine.ai never sees your password.
• Per-user authentication: Every person connects their own account, agents always act only with that person's permissions.
• Deliberate agent approval: Agents may only access your account after the separate approval under Access for AI agents.
• Revocable at any time: Revoke access or Disconnect under Personal Settings → Connected Services.
• No public access: Agents with Microsoft 365 tools cannot be shared publicly.

Troubleshooting

Problem	Solution
Microsoft 365 tools missing in the builder	You lack read access. Ask an admin to enable Microsoft 365 tools (read access) under Settings → Users.
Only read-only tools visible	For write actions you additionally need Microsoft 365 write access.
Status Not connected	Connect your Microsoft account under Personal Settings → Connected Services.
Tools connected but not working	Check whether access has been granted under Access for AI agents (Enable for AI agents).
Missing permissions / Microsoft re-authentication required	Sign out and back in so the new permissions (for example for Planner, To-Do, OneNote) are granted.
Admin consent error during sign-in	Message that your Microsoft account administrators must approve the o365 integration: your Microsoft IT needs to approve the app first.
SharePoint import failed	Check file format and size (see supported formats) and contact your admin if needed.

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Tip: Combine the Microsoft 365 integration with scheduled tasks: for example, get a summary of your most important emails, upcoming events, and due Planner tasks every morning.