Microsoft 365

생산성

Neotask의 Neotask이 Microsoft 365의 모든 부분을 연결합니다 - 이메일, 캘린더, SharePoint, OneDrive, Word 문서 및 컴플라이언스 제어를 단일 에이전트로 관리합니다.

• 이메일과 캘린더 관리가 대화식이 됩니다 - 에이전트가 이메일을 읽고, 초안을 작성하고, 전송하며, 캘린더에 미팅을 예약하고 참석자에게 알립니다
• SharePoint와 OneDrive가 자동으로 운영됩니다 - 파일이 정리되고, 권한이 설정되며, 문서가 발견될 때 공유됩니다
• Word 문서와 컴플라이언스 제어가 동일한 에이전트를 통해 실행됩니다 - 콘텐츠 초안 작성부터 규정 준수 정책 적용까지

할 수 있는 것

The Microsoft 365 integration gives Neotask 82 actions spanning every major M365 surface area.

서비스	액션	Key Capabilities
Microsoft Graph	suggest_queries, graph_get, list_properties	Direct Graph API queries, schema exploration
Outlook Mail	createMessage, sendMail, searchMessages, reply, replyAll, getMessage, listSent, sendDraft, updateMessage, deleteMessage	Full inbox management
Calendar	createEvent, listEvents, getEvent, updateEvent, deleteEvent, acceptEvent, declineEvent, cancelEvent, findMeetingTimes, getSchedule, listCalendarView	Complete scheduling lifecycle
SharePoint	findSite, getSiteByPath, listDocumentLibraries, getFolderChildren, createSmallTextFile, createFolder, renameFileOrFolder, deleteFileOrFolder, moveSmallFile, shareFileOrFolder, setSensitivityLabel, listLists, createList, createListItem, updateListItem, deleteListItem, listColumns, createColumn + more	Full site and file management
OneDrive	getOnedrive, findFileOrFolderInMyDrive, readSmallTextFile, createSmallTextFile, createFolder, renameFileOrFolder, deleteFileOrFolder, moveSmallFile, shareFileOrFolder, setSensitivityLabel + more	Personal drive management
Users & Org	getMyProfile, getUserProfile, getMyManager, getDirectReports, listUsers, getUsersManager	Org chart and identity lookups
Word	WordCreateNewDocument, WordGetDocumentContent, WordCreateNewComment, WordReplyToComment	Document authoring
Copilot Chat	CopilotChat	Trigger M365 Copilot interactions

모든 액션은 자율적으로 실행되거나 승인을 요청합니다 - 여러분이 결정합니다.

이렇게 물어보세요

• "Draft an email to all direct reports with this week's performance summary and schedule it for Monday 9 AM"
• "Find all SharePoint files modified in the last 7 days in the Marketing site and list the owners"
• "Create a meeting for the product team next Thursday at 2 PM - check everyone's availability first"
• "Move all files in my OneDrive 'Archive 2024' folder to the team SharePoint document library"
• "Create a new Word document with our standard project brief template and save it to the client folder"
• "Who are my manager's direct reports and what is their contact info?"

프로 팁

• Use approval gates on email sending actions - your agent can draft and queue messages for your review before they go out
• Combine SharePoint and OneDrive actions in a single agent workflow to reorganize your entire document hierarchy in one automated pass
• Schedule weekly inbox management: your agent flags unanswered emails, archives old threads, and creates calendar blocks for unscheduled priorities
• Multi-agent teams excel here - one agent handles mail, one manages calendar, one governs SharePoint permissions, and a lead agent coordinates the full office operation

Plans

Works Well With

• ActiveCampaign - Track Wix website projects in Smartsheet. Neotask syncs site updates, task status, and content changes between platforms...
• Aiven - Connect Aiven and Microsoft 365 with Neotask to automate data workflows, sync cloud database insights, and streamline te...
• Arize Phoenix - Connect Arize Phoenix ML observability with Microsoft 365. Send AI model monitoring reports to Teams, automate alerts, a...
• Astra DB - Connect Archbee and Synapse to automate documentation management and research data workflows. Search docs, browse biomed...
• Attio - Enrich Drip subscribers with ZoomInfo company data. Neotask automates B2B lead enrichment for targeted email campaigns.
• Banana AI - Connect Microsoft 365 with Banana AI to generate images, automate Office 365 workflows, and send AI-created visuals via ...
• Basecamp - Connect Basecamp and Microsoft 365 with Neotask. Sync projects, tasks, and conversations between Basecamp and Outlook, T...
• Baserow - Connect Baserow and Microsoft 365 with Neotask to sync your no-code database with Outlook email, Teams, Calendar, and On...
• Bear Notes - Connect Microsoft 365 and Bear Notes to streamline your workflow. The best notes app for Microsoft 365 users who want el...
• Beehiiv - Connect Beehiiv newsletter workflows with Microsoft 365. Sync subscriber data, automate content publishing, and streamli...
• Bitly - Connect Bitly and Microsoft 365 with Neotask to shorten links, track clicks, and share insights across Teams, Outlook, a...
• Datadog - Route Datadog monitoring alerts to Microsoft 365 email and Teams. Neotask automates incident communication for enterpris...
• Drata - Connect Drata and Microsoft 365 to automate compliance workflows, streamline security controls, and maintain continuous ...
• Dropbox - Connect Dropbox and Microsoft 365 with Neotask to unify cloud storage and productivity. Sync files, automate workflows, ...
• ElevenLabs - Connect ElevenLabs voice AI with Microsoft 365 using Neotask. Automate text to speech, transcription, and voice workflow...
• Evernote - Connect ElevenLabs and Apple Notes to automate speech to text note taking. Turn voice synthesis into searchable notes in...
• FalkorDB - Connect FalkorDB graph database with Microsoft 365 to automate workflows, enrich data relationships, and unlock insights...
• Flutterwave - Connect Flutterwave payment gateway to Microsoft 365. Automate payment notifications in Teams, sync invoices to Excel, a...
• GitLab - Connect GitLab and Microsoft 365 with Neotask to automate DevOps workflows, sync pipelines to Teams, and keep your entir...
• Gong - Connect Gong and Microsoft 365 with Neotask to sync call insights, automate follow-ups, and keep your team aligned acros...
• Google Calendar - Connect Microsoft 365 and Google Calendar with Neotask to sync events, manage schedules, and automate workflows across b...
• Google Drive - Sync files between Google Drive and Microsoft 365. Neotask automates cross-platform file management for hybrid workplace...
• Hotjar - Connect Hotjar and Microsoft 365 with Neotask to turn UX insights into team reports, share heatmaps via Teams, and autom...
• Klaviyo - Connect Klaviyo and Microsoft 365 with Neotask to unify your email marketing and office productivity workflows. Sync con...
• Mailchimp - Connect Mailchimp and Microsoft 365 with Neotask to automate email campaigns, sync contacts, and boost marketing product...
• Microsoft Clarity - Connect Microsoft 365 and Microsoft Clarity with Neotask to deliver UX analytics, heatmap summaries, and website behavio...
• Mixpanel - Connect Microsoft 365 and Mixpanel with Neotask to unify product analytics with your productivity suite. Route product m...
• Pendo - Connect Microsoft 365 and Pendo with Neotask. Sync product analytics with your docs, emails, and workflows to act on use...
• Pinecone - Connect Microsoft 365 and Pinecone with Neotask to build AI-powered workflows, semantic search, and intelligent document...
• Play.ai - Connect PlayAI voice AI to Microsoft 365. Automate speech to text, text to speech, and voice workflows across Teams, Out...
• PostHog - Connect Microsoft 365 and PostHog to sync product analytics with your team's workflows. Automate feature flag updates, s...
• S3 - Get real-time ActiveCampaign alerts in Slack. Neotask notifies your team on new leads, campaign results, and deal change...
• Smartsheet - Connect Microsoft 365 and Smartsheet with Neotask to automate row updates, sync calendars, and streamline work managemen...
• SonarQube - Connect Microsoft 365 and SonarQube to automate code quality alerts, gate releases via Teams, and surface technical debt...
• Spotify - Connect Microsoft 365 and Spotify with Neotask to automate office playlist management, sync work music with your calenda...
• Telegram - Connect Microsoft 365 to Telegram with Neotask. Get Outlook email alerts, calendar reminders, Teams notifications, and O...
• Wrike - Connect Microsoft 365 and Wrike with Neotask to sync tasks, calendars, and files automatically. Keep your team aligned a...

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