Microsoft 365

Access Microsoft 365 services (Outlook, Calendar, Teams, SharePoint) in meinGPT

The Microsoft 365 integration bundles the Microsoft tools in meinGPT. It lets you access Outlook, Calendar, Teams, and SharePoint/OneDrive directly from meinGPT. Outlook and Calendar also support write actions (sending emails, managing events); Teams and SharePoint/OneDrive are read-only.

Overview

Execution runs in user context: tool calls use the permissions of the authenticated user. This keeps tenant, group, and resource permissions from Microsoft 365 intact.

Microsoft 365 is Microsoft's comprehensive productivity suite for businesses. With the meinGPT integration, you can:

Outlook:

  • List and read emails from different folders
  • Get full email content
  • Search emails by various criteria
  • Create and edit drafts, send and delete emails

Calendar:

  • List calendar events for any date range
  • Get detailed information about specific events
  • View meeting organizers and attendees
  • Create, update, and cancel events
  • Invite attendees (this sends notifications)

Teams:

  • List your chat conversations
  • Read messages from specific chats
  • See who participated in conversations

SharePoint/OneDrive for Business:

  • List files and folders in SharePoint document libraries
  • Browse specific folder paths
  • View file metadata like size, modification dates, and creators
  • Access web links to files
  • List SharePoint pages and their details

Setup

The Microsoft 365 integration uses OAuth authentication, so no manual API key configuration is required.

Steps to activate:

  1. Activate tool: Select the Microsoft 365 tool in your assistant
  2. Authentication: On first use, you'll be automatically redirected to Microsoft
  3. Select account: Choose your work, school, or university account (personal Microsoft accounts are not supported)
  4. Confirm permissions: Review and accept the requested permissions:
    • Read, send, and manage emails
    • View and manage calendars and events
    • Read Teams chats
    • Access SharePoint/OneDrive files (read-only)
  5. Done: After successful authentication, you can start working with Microsoft 365 immediately

Available Features

Outlook Features

List Emails

Display emails from various folders:

"Show me the last 10 emails from my inbox"
"List all emails from the sent items folder"
"Find emails in the deleted items"
"Show archived emails"

Available folders:

  • inbox - Inbox
  • sentitems - Sent Items
  • drafts - Drafts
  • deleteditems - Deleted Items
  • junkemail - Junk Email
  • outbox - Outbox
  • archive - Archive

Email Search

Search for specific emails:

"Search for emails with 'project report' in the subject"
"Find all emails from my manager"
"Show emails with attachments"

Email Details

Access complete email content:

"Show me the content of email with ID xyz123"
"Read the details of the latest email"

Calendar Features

View Events

Overview your appointments and meetings:

"What's on my calendar today?"
"Show me all appointments for next week"
"List my meetings for the next 30 days"
"What are my appointments between March 15th and 20th?"

Event Details

Get detailed information about events:

"Show details for the meeting with ID abc456"
"Who's attending the project meeting?"
"What's the agenda for tomorrow's meeting?"

Teams Features

List Chats

Show your Teams conversations:

"List my Teams chats"
"Show me the last 20 chat conversations"
"What Teams chats do I have?"

Read Chat Messages

Access messages in specific chats:

"Show messages from chat with ID xyz789"
"What was discussed in the project chat?"
"Read the last 30 messages from the team chat"

SharePoint/OneDrive Features

Browse Files

Navigate through your SharePoint document libraries:

"List all files in the root folder"
"Show me files in the folder /Documents/Projects"
"What's in the Marketing folder?"
"List files with details like size and modification date"

SharePoint Pages

Find and browse SharePoint pages:

"Show me all SharePoint pages"
"List the latest 10 SharePoint pages"
"Find SharePoint pages with content preview"

Usage Examples

You get the most value when the assistant combines several services:

"Show me details for the 2 PM meeting including the attendee list and find the related emails about the client meeting"
"Summarize today's inbox emails and draft replies to the unanswered ones"
"What was discussed in the project chat, and which files in the folder /Documents/Q1-2024 belong to it?"

Advanced Features

Detailed File Information

When searching for files, you can request additional details:

  • File size
  • Creation and modification dates
  • Creator and last modifier
  • Number of items in folders
  • MIME type and file extension

Folder Navigation

Navigate through SharePoint folder structures:

  • Use absolute paths like /Documents/Projects/2024
  • Browse subfolders systematically
  • Get web links to files for direct access

Benefits

  • Comprehensive Integration: Access all major Microsoft 365 services
  • Single Sign-On: One authentication for all services
  • Natural Language: Use everyday language instead of complex commands
  • Read and Write: Emails and events can not only be retrieved, but also created, changed, and sent
  • Enterprise Context: Suited for business and enterprise environments
  • Real-time Data: Work with current information
  • User-Level Permissions: Access is limited to resources the current user is allowed to see in Microsoft 365

Large-scale search via data pools

In addition to native connector mode, Microsoft 365 content can be indexed into data pools for large-scale retrieval (for example large SharePoint estates).

  • strong fit for broad knowledge retrieval and RAG
  • better scalability on very large data volumes
  • important: native user-level permissions from connector mode do not carry over automatically

Best Practices

  1. Folder Organization: Use folder structure for efficient searches
  2. Define Time Ranges: Specify date ranges for calendar queries
  3. Use Search Filters: Apply precise search criteria for better results
  4. Remember Chat IDs: Note important chat IDs for quick access
  5. Use Paths: Utilize full paths for SharePoint navigation

Limitations

  • Teams and SharePoint/OneDrive read-only: There you can search and read, but not create or change anything (write actions exist only in Outlook and Calendar)
  • Business Account Required: Personal Microsoft accounts are not supported
  • Permissions: Access only to authorized resources
  • Teams Limitations: Only chat messages, no channel conversations
  • File Contents: SharePoint/OneDrive file contents are not displayed directly, only metadata
  • Rate Limits: According to Microsoft Graph API restrictions

Privacy and Security

  • Authentication is secure via OAuth 2.0
  • meinGPT does not store Microsoft credentials
  • All data is transmitted encrypted
  • Write actions (sending email, changing events) only happen on your explicit instruction
  • You can revoke the connection at any time in your Microsoft account settings
  • Meets enterprise compliance standards

Troubleshooting

"Access Denied"

  • Ensure you're using a work or school account
  • Check if your administrator has granted required permissions
  • Contact your IT administrator for persistent issues

"No Chats Found"

  • Teams must be enabled in your organization
  • You must have active chat conversations
  • Verify you're using the Teams app

"SharePoint Errors"

  • Ensure you have access to SharePoint sites
  • Use correct folder paths (starting with /)
  • Check your SharePoint permissions

Authentication Errors

  • Sign out of all Microsoft accounts and sign in again
  • Clear browser cookies for Microsoft services
  • Use a supported browser
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