Integration · Microsoft Planner
Connect Microsoft Planner to meinGPT
Read basic plans, buckets, and tasks and create or update Planner tasks in the signed-in Microsoft user's context.
The native Planner connector lets an assistant work with basic Microsoft Planner plans. It can read plans, buckets, members, and tasks and, with write permission, create, assign, move, update, complete, or delete tasks. Existing Microsoft group and plan permissions remain effective.
A user connects their Microsoft account through OAuth. The assistant resolves the target plan and bucket before reading or writing tasks. Group.Read.All is needed to find plans and members; Tasks.Read supports analysis, while Tasks.ReadWrite enables changes.
- Source
- Microsoft Planner
- Capability
- Read plans, buckets, members, and tasks and create, assign, update, move, complete, or delete tasks
- Connection
- Delegated Microsoft OAuth with Group.Read.All plus Tasks.Read or Tasks.ReadWrite
- Data residency
- Planner data is read or changed through Microsoft Graph for a concrete assistant action.
Source, permissions, and data residency are documented separately for each connector.
Typical workflows
- Summarise the current plan
- Create reviewed project tasks
- Maintain task progress
What the integration makes possible
01
Summarise the current plan
Read tasks by bucket, owner, due date, and progress and return a compact status without changing the board.
02
Create reviewed project tasks
Turn approved actions into Planner tasks with bucket, owner, dates, and description.
03
Maintain task progress
Move, reassign, update, or complete a task after the intended change has been confirmed.
Clarify before starting
- 01The target is a basic Planner plan.
- 02Required group and task permissions are approved.
- 03Rules for assignment, updates, and deletion are defined.
Review the prompt and result openly
Review the basic Planner plan Product Launch. List overdue and unassigned tasks by bucket and propose owners. Do not make changes.
Result
**5 items need attention:** 2 overdue, 2 unassigned, and 1 without a due date. Proposed owners are shown separately; the plan was not changed.
Does this connection fit your use case?
We clarify the source, permissions, and connection required for the concrete use case. If the existing integration fits, you can move straight to setup afterwards.
Security and operations
Use delegated OAuth and grant write access only to assistants that must change tasks. Group membership and existing Planner permissions remain the access boundary.
Known limitations
- 01The connector supports basic Planner plans, not Planner Premium plans.
- 02Deleting a task is irreversible and requires confirmation.
- 03The connector cannot grant membership in a Microsoft 365 group.
Frequently asked questions
No. It currently works with basic Planner plans exposed through Microsoft Graph.