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Microsoft 365 Integration

Microsoft 365 Integration

The Microsoft 365 Integration connects hermine.ai with your entire Microsoft ecosystem. Leverage your enterprise data in two ways:

  1. Knowledge Bases – Automatically import documents from SharePoint and OneDrive into your vector databases.
  2. Agent Tools – Let the AI work directly with Outlook, Teams, Excel, SharePoint, and more.

Microsoft 365 Integration in hermine.ai

Part 1: SharePoint & OneDrive for Knowledge Bases

Connect your cloud storage with hermine.ai Knowledge Bases. Documents are automatically indexed and become available to the AI as context.

Supported File Formats

Category Formats
Documents PDF, Word (.docx, .doc), PowerPoint (.pptx), Excel (.xlsx)
Text TXT, Markdown (.md), Rich Text (.rtf), CSV
Web HTML, XML, JSON
Other Emails (.eml, .msg), Presentations

Connect SharePoint Folder to Knowledge Base

  1. Open a Knowledge Base or create a new one.
  2. Click Data Sources → Add SharePoint.
  3. Select the SharePoint Site.
  4. Navigate to the desired Document Library or Folder.
  5. Select individual files or entire folders.
  6. Optional: Enable automatic synchronization (daily, weekly, etc.).
  7. Click Import.

Documents are processed and added to the vector database.

Connect OneDrive Folder to Knowledge Base

  1. Open a Knowledge Base.
  2. Click Data Sources → Add OneDrive.
  3. Select folders or files from your OneDrive.
  4. Optional: Set a sync interval.
  5. Click Import.

Automatic Synchronization

Set up recurring imports to keep your knowledge base always up to date:

Option Description
One-time Documents are imported once, no updates.
Daily New/changed files are synchronized every day.
Weekly Weekly document updates.
Custom Set any interval in days.

During synchronization, only changed files are reprocessed – existing entries remain intact.

Manage Import Jobs

Under Knowledge Base → Import Jobs you can see:

  • Status – Whether the import is running, completed, or failed.
  • Last Sync – When the data was last updated.
  • Next Sync – When the next automatic update will occur.
  • Imported Files – Which documents were processed.

Part 2: Agent Tools for Microsoft 365

With Microsoft 365 tools, the AI can act directly on your behalf: search emails, create appointments, edit Excel spreadsheets, and much more.

Available Tool Groups

📧 Microsoft Outlook (Email & Calendar)

Tool Function
Search Emails Searches your inbox by sender, subject, or content.
Get Email Retrieves an email with details and attachments.
Create Email Draft Creates a draft in your mailbox.
Send Email Sends an email directly from the chat.
Create Reply Draft Creates a reply draft to an existing email.
Move Email Moves emails to folders (e.g., archive).
Categorize Email Adds categories/tags to emails.
Mark as Read Marks emails as read or unread.
List Folders Lists all mailbox folders.
Search Calendar Finds appointments in your calendar.
Create Event Creates new calendar entries with attendees.
Update Event Modifies existing events (time, location, Teams meeting).
Delete Event Deletes events or cancels meetings.
Respond to Invitation Accepts, declines, or tentatively accepts invitations.
Check Availability Checks when people are free (Free/Busy).

👥 Contacts

Tool Function
Search Contacts Searches your Outlook contacts.
Get Contact by Email Finds a contact by email address.
Create Contact Creates a new contact.
Update Contact Updates existing contact information.
Delete Contact Deletes a contact.

📁 OneDrive

Tool Function
Search OneDrive Searches your files by name or content.
List Folder Shows the contents of a folder.
Read File Content Reads the content of text files.
Get Item Details Shows size, creation date, permissions.
Create Share Link Creates sharing links (with password/expiration).
Create Folder Creates new folders.
Upload File Uploads files (Base64, text, or URL).
Move Item Moves files/folders.
Copy Item Copies files/folders.
Delete Item Deletes files/folders (to recycle bin).

💬 Microsoft Teams

Tool Function
List Teams Shows all teams you're a member of.
List Channels Lists all channels of a team.
Get Channel Messages Reads messages from a channel.
List Chats Shows all 1:1 and group chats.
Get Chat Messages Reads messages from a chat.
Send Channel Message Sends a message to a channel.
Send Chat Message Sends a message to a chat.

📊 Microsoft Excel

Tool Function
List Worksheets Shows all worksheets in a workbook.
Get Worksheet Retrieves worksheet details.
Get Range Reads data from a cell range (e.g., A1:D10).
Update Range Writes data to a cell range.
List Tables Shows all tables in a workbook.
Get Table Data Reads all data from a table.
Add Table Row Adds a new row to a table.
Get Used Range Determines the used range of a worksheet.
Invoke Function Executes Excel functions (SUM, AVG, etc.).
Create Worksheet Creates a new worksheet.
Delete Worksheet Deletes a worksheet (permanent!).

📋 SharePoint

Tool Function
Search Sites Searches SharePoint sites.
Get Site Retrieves site details.
Get Lists Shows all lists on a site.
Get List by Name Finds a list by name.
Get List Items Retrieves all items from a list.
Create List Item Creates a new list item.
Update List Item Updates a list item.
Delete List Item Deletes a list item.
Get Document Libraries Lists document libraries.
List Documents Shows files in a library.
Upload Document Uploads documents.
Get Document Retrieves document details.
Read File Content Reads text file contents.
Create Folder Creates folders (including nested).
Delete Document Deletes documents (recycle bin).

Setting Up the Connection

  1. Go to Settings → Integrations → Microsoft 365.
  2. Click Sign in with Microsoft.
  3. Log in with your Microsoft account.
  4. Confirm the requested permissions.

After successful login, the integration is active for knowledge bases and agent tools.

Required Permissions

Area Permission Usage
Email Mail.Read Read and search emails
Email Mail.ReadWrite Create drafts, move emails
Email Mail.Send Send emails
Calendar Calendars.Read Read appointments
Calendar Calendars.ReadWrite Create/edit appointments
Contacts Contacts.Read Read contacts
Contacts Contacts.ReadWrite Edit contacts
OneDrive Files.Read Read files
OneDrive Files.ReadWrite Edit files
SharePoint Sites.Read.All Read sites/lists
SharePoint Sites.ReadWrite.All Edit sites/lists
Teams Chat.Read Read chats
Teams ChannelMessage.Read Read channel messages
Teams ChannelMessage.Send Send channel messages

Examples in Chat

Search emails:

"Show me all emails from John Smith from last week."

Write and send email:

"Write an email to anna@example.com with the subject 'Project Update' and summarize the current status. Then send it."

Check calendar:

"Do I have time for a meeting tomorrow afternoon?"
"When is my next meeting with the marketing team?"

Create appointment:

"Create an appointment on Friday at 2 PM with the title 'Project Meeting' and invite Max and Anna."

Teams messages:

"What was discussed this week in the 'General' channel of the Marketing team?"
"Send a message to the Development channel: 'The release is planned for Friday.'"

Excel data:

"Read the data from the 'Sales' table in the file 'Q3-Report.xlsx'."
"Add a new row with the values: Product A, €500, October."

SharePoint lists:

"Show me all items in the 'Tasks' list on the 'Project Alpha' site."
"Create a new item: Title 'Conduct Review', Status 'Open'."

Search files:

"Find my quarterly report presentation in OneDrive."
"Show me all PDF files in the SharePoint folder 'Contracts'."

Enable Tools in Agents

Microsoft 365 tools are automatically available in the standard chat. For custom agents, enable them individually:

  1. Open the agent under Agents → Edit.
  2. Scroll to Tools.
  3. Select the desired Microsoft 365 tools from the groups:
    • Microsoft Outlook
    • Microsoft OneDrive
    • Microsoft Teams
    • Microsoft Excel
    • Microsoft SharePoint

Security & Privacy

  • Your data stays in Microsoft 365 – hermine.ai doesn't store copies of your emails or files.
  • Secure OAuth connection – Login is handled directly by Microsoft.
  • Revocable at any time – Disconnect under Settings → Integrations.
  • Per-user authentication – Each user connects their own account.

Troubleshooting

Problem Solution
Tools not available Check if your Microsoft account is connected.
Missing permissions Sign out and sign in again to update permissions.
SharePoint import failed Check file sizes and formats. Contact admin if needed.
Teams messages not readable Some Teams features require administrator approval.

Tip: Combine the Microsoft 365 integration with recurring tasks – for example, have a summary of your most important emails or upcoming appointments created every morning.

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