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Integrating Microsoft 365 People with meinGPT Workflows: AI-powered contact automation for businesses

Supercharge Microsoft 365 People: Integrate with microsoft services with our AI Workflows via Make.com.

In today's digital business world, efficient contact management and personalisation are a decisive competitive advantage. Combining Microsoft 365 People with the GDPR-compliant meinGPT platform opens up entirely new possibilities for businesses to use their contact data intelligently and automate communication processes. In this blog post, we show you how to make the most of this powerful integration.

Why integrate Microsoft 365 People with meinGPT?

Microsoft 365 People (via the Microsoft Graph API) provides access to the contacts most relevant to users. Relevance is determined by communication and collaboration patterns as well as business relationships. These contacts can be local contacts from the organisation directory or from recent communications. The API also offers a fuzzy search capability and can retrieve contacts relevant to another user within the signed-in user's organisation. This functionality is particularly useful for scenarios such as composing emails or scheduling meetings.

Integrating Microsoft 365 People with meinGPT Workflows creates significant added value by connecting contact data with intelligent AI processing. This synergy enables businesses to automate communication processes, create personalised content and make data-driven decisions based on contact information.

Functional areaWhat Microsoft 365 People offersWhat meinGPT addsCombined added value
Contact managementAccess to relevant contacts, organisation directory and communication historyAI-powered analysis of contact data, pattern recognitionIntelligent contact segmentation and prioritised communication
CommunicationEmail integration, relevance-based contact suggestionsPersonalised content generation, automated responsesContext-aware, automated communication with a consistent company tone
CollaborationGroup management, team-relevant contactsOptimised workflow automation, decision supportMore efficient teamwork through AI-powered process optimisation
Data usageStructured contact data, relationship analysisData interpretation, insight generation based on the Data VaultValuable business insights from contact data and communication patterns

About meinGPT – the GDPR-compliant AI platform

meinGPT is an AI platform developed specifically for German and European businesses that places particular emphasis on data protection and security. Unlike many other AI solutions, all meinGPT services are hosted in Europe and meet the strict requirements of the GDPR (details on data security).

The platform offers a central interface for various AI applications – from text and content creation to meeting transcription and image and video generation. Particularly noteworthy is meinGPT's Workflow Builder, which makes it possible to automate recurring tasks and make processes more efficient with AI support.

An important advantage of meinGPT is its support for various powerful AI models, each optimised for different tasks depending on requirements:

Especially valuable for businesses is the meinGPT Data Vault, which enables the secure integration of company knowledge into AI workflows. This allows AI applications to access specific company knowledge and deliver contextually relevant results.

Key use cases: Microsoft 365 People and meinGPT in action

Intelligent email personalisation for sales teams

The challenge: Sales representatives spend a lot of time individually adapting emails and creating suitable content for different contacts. This is time-consuming and often leads to inconsistent messaging.

The solution with Microsoft 365 People + meinGPT:

1. A trigger in Microsoft 365 detects when a sales representative wants to contact a particular category of contacts.

2. The Microsoft 365 People API analyses the user's contacts and the organisation directory, selecting relevant people – particularly useful in people-picker scenarios.

3. This contact data is passed to a meinGPT workflow via Make.com.

4. The meinGPT workflow uses the variables {{KontaktPosition}} and {{Unternehmensbranche}} to determine the appropriate communication style.

5. Depending on the contact type, the workflow automatically selects the appropriate AI model (e.g. GPT-4o for creative outreach or Claude 3.7 Sonnet for technical content).

6. The AI generates personalised email templates based on company guidelines from the meinGPT Data Vault.

7. The finished email drafts are passed back to Microsoft 365 and made available to the sales representative.

The main benefit: Time savings of up to 70% on email creation and consistent communication with higher response and conversion rates.

Automated contact segmentation and follow-up

The challenge: Manually categorising and segmenting business contacts is time-consuming and error-prone. Relevant contacts are often not followed up in time.

The solution with Microsoft 365 People + meinGPT:

1. An automated workflow is triggered when new contacts are created in Microsoft 365 People, or regularly for existing contacts.

2. The People API delivers contacts ranked by their relevance to the user, based on their contacts, the organisation directory and current email communication. This is particularly useful for scenarios where people need to be selected.

3. The meinGPT workflow analyses the contact data using the Claude 3.7 Sonnet model, which is optimised for complex analysis.

4. The AI categorises contacts based on communication history, company role and other factors.

5. Follow-up suggestions and optimal timing for the next communication are automatically generated for each contact.

6. The system automatically creates tasks in Microsoft 365 for contact follow-up.

7. Notifications are automatically generated for certain trigger events (e.g. prolonged inactivity from an important contact).

The main benefit: Improved customer retention through systematic contact management and reduced missed business opportunities.

AI-powered meeting preparation with participant analysis

The challenge: Poor meeting preparation due to insufficient knowledge about participants and their background leads to inefficient exchanges.

The solution with Microsoft 365 People + meinGPT:

1. Before a meeting, the workflow analyses the participant list and retrieves their email addresses. These participants are then looked up in the Microsoft Entra ID directory to obtain their profile information.

2. This data is passed to the meinGPT workflow, which uses the following variables:

- {{MeetingThema}}: The meeting topic - {{Teilnehmerliste}}: The list of participants with their roles - {{Vorherige_Kommunikation}}: Summary of previous interactions

3. The workflow uses the Perplexity Online model to research additional relevant information from the internet.

4. The AI creates a comprehensive briefing document with:

- Participant profiles

- Relevant previous interactions

- Talking points based on prior communications

- Recent developments that could be relevant to the meeting

5. The document is automatically attached to the calendar entry and is available to the user before the meeting.

The main benefit: Significantly improved meeting quality and time savings in preparation through automated, data-driven briefings.

Integrating Microsoft 365 People with meinGPT Workflows offers many more application possibilities. However, these three examples already show how businesses can fundamentally optimise their communication and contact management processes.

Use caseComplexity levelSetup timeMaintenance effortIdeal for
Email personalisationMediumMediumOccasional adjustmentsSales teams, marketing
Contact segmentationComplexIntensiveRegular updatesCRM management, customer support
Meeting preparationSimpleShortMinimalExecutives, project managers

Setting up your Microsoft 365 People and meinGPT integration

Microsoft 365 People can be connected to meinGPT via the Make integration platform (formerly Integromat). Make makes it possible to create visual automated workflows by connecting apps such as Microsoft 365 People with one another.

Depending on your technical know-how, various options are available for setting up the integration:

Integration typeUse caseAdvantagesSetup effortRecommended for
Make-based integrationComplex automations with multiple systemsNo coding knowledge required, visual designLow to mediumProcess managers, business analysts
Microsoft Graph APIDirect real-time processing of contact dataFast processing, low latencyMedium to highDeveloper teams, technically proficient users
REST API via WorkflowsEvent-driven actions for contact dataFast implementation, no additional tool requiredMediumBusinesses with existing API knowledge

For detailed information on integration options, visit our integrations page.

Maximising value: tips for your Microsoft 365 People-meinGPT workflows

To make the most of your Microsoft 365 People integration with meinGPT, follow these tips:

  1. Choose the right AI model for different contact tasks:

  2. Use GPT-4o for creative communication and brainstorming

  3. Use Claude 3.7 Sonnet for complex analysis and technical communication

  4. Use Perplexity Online when you need to research current information about contacts

  5. Use the Data Vault functionality for context-rich communication:

  6. Integrate company guidelines and communication standards

  7. Link CRM data with your Microsoft 365 People integration

  8. Store industry information and communication templates

  9. Implement effective variables in your workflows:

  10. {{KontaktTyp}} for different approaches depending on contact type

  11. {{Kommunikationshistorie}} for context-aware messages

  12. {{Priorität}} to control notification frequency

  13. Use the document output function for structured reports and analyses:

  14. Start with a simple workflow and expand it step by step.

Frequently asked questions about the Microsoft 365 People-meinGPT integration

Question: What permissions are required for the Microsoft 365 People integration? Answer: For general People API queries, the "People.Read" permission is required, which requires end-user consent. Access to contextual people belonging to other users within the organisation requires "People.Read.All", which requires administrator consent.

Question: Can external contacts also be processed with the integration? Answer: Yes, the People API distinguishes between different contact types, including "OrganizationContact" (contacts in the organisation address book) and "ImplicitContact" (entities considered relevant based on communication, collaboration or business signals).

Question: How many contacts can I process at once? Answer: By default, 10 records are returned per request. This number can be changed using the $top parameter, for example to limit the response to three records.

Question: Is the integration GDPR-compliant? Answer: Yes, meinGPT is designed from the ground up to be GDPR-compliant, with European hosting and strict data protection measures. This also applies to all integrations, provided the corresponding settings in Microsoft 365 are also GDPR-compliant.

Question: How can I make use of contact relevance in the integration? Answer: The People API returns people ranked by their relevance to a user, based on their contacts, the organisation directory and current email communication. This relevance ranking can be used for intelligent recommendations.

Question: Can I set up the integration without programming knowledge? Answer: Yes, with Make.com you can connect Microsoft 365 People with meinGPT in just a few clicks and create visual automated workflows without any programming knowledge required.

Conclusion

Integrating Microsoft 365 People with meinGPT Workflows opens up new possibilities for businesses to use their contact data intelligently and automate communication processes. By combining the extensive contact data from Microsoft 365 with meinGPT's AI capabilities, businesses can personalise customer interactions, boost employee efficiency and ultimately deepen business relationships.

This integration is particularly valuable for sales teams, customer support, project managers and executives who regularly communicate with a wide range of contacts. meinGPT's GDPR compliance ensures that all processes meet European data protection standards – a decisive advantage for businesses in Germany and Europe.

Take the next step with meinGPT

Ready to connect your Microsoft 365 People data with intelligent AI workflows? Here are your next steps:

Boost the efficiency of your contact management and communication today with the powerful combination of Microsoft 365 People and meinGPT!

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