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Connecting Microsoft 365 to MorningAI takes one sign-in: go to DNA → Connectors, click Connect on Microsoft 365, and approve on Microsoft's own login screen. After that, the Agent can read your Outlook mail, check your calendar and find files in OneDrive and SharePoint. Anything it writes, such as a reply or a meeting, waits for your approval first.
Why Connect Microsoft 365 to MorningAI
If your company runs on Outlook and Teams, the context for most marketing work sits in your inbox, your calendar and a SharePoint folder. Catching up means opening each one, reading the thread, finding the attachment, then switching to whatever tool you write in.
With Microsoft 365 connected, you ask the Agent instead. It finds the email, reads the whole conversation and the spreadsheet attached to it, drafts the reply in your tone, and finds a time next week when both you and a colleague are free. You review each step and approve before anything is sent or booked.
This is a personal connector. Each teammate connects their own Microsoft account, and the connection works across every brand they work in.
How to Connect Microsoft 365 (Step by Step)
- Go to DNA → Connectors and click Connect on Microsoft 365. You can also open it from the composer in Agents: click +, then Connectors, then Add connector.
- Sign in on Microsoft's own screen and approve the permissions. One sign-in covers Outlook Mail, Outlook Calendar, OneDrive and SharePoint.
- Done. The card shows Connected. Ask the Agent about your inbox or your week.
Using a work or school account
Many companies only let an IT admin approve apps that read mail, calendars and files. If Microsoft shows Need admin approval when you try to connect, go back to the Microsoft 365 card and click Copy approval link, then send the link to your IT admin. One approval covers everyone at your company; after that, each person connects with a single sign-in. If you are the admin, click I'm the admin, approve now.
What the Connection Unlocks
Outlook Mail. Search emails, read full conversations and attachments, and find threads waiting on your reply. The Agent drafts new emails, replies, reply-all messages and forwards, and attaches files you upload alongside your request. Every draft waits in Outlook until you send it.
Outlook Calendar. Check your schedule and meeting details, find free time, and create, move, respond to or delete events. On a work or school account, the Agent can also check colleagues' availability and add a Teams meeting link.
OneDrive & SharePoint. Find and read Word, Excel, PowerPoint and PDF files, including recent files and files shared with you. Save notes or summaries as a new text file in OneDrive.
Try a request that uses all three:
"Find the latest email from our distributor about holiday orders, read the spreadsheet they attached, and draft a reply with our updated case counts. Then find 30 minutes next week when Jordan and I are both free to go over it."
The Agent finds the email, reads the thread and opens the spreadsheet, drafts the reply with the new numbers, then checks both calendars and suggests a time. You approve the draft and confirm the slot.
What MorningAI Can and Can't Do
| MorningAI can | MorningAI can't |
|---|---|
| Search and read your Outlook mail, threads and attachments | Send an email without your approval |
| Draft replies, forwards and new emails as Outlook drafts | Read a teammate's inbox through your connection |
| Check availability and create, move or respond to events | Book a meeting without showing you the time first |
| Find and read files in OneDrive and SharePoint | Edit or delete existing files |
| Save a note or summary as a new file in OneDrive | See your Microsoft password (you sign in on Microsoft's own screen) |
Your Data, Your Control
You sign in on Microsoft's own screen, so MorningAI never sees your password. The connection is personal: teammates cannot read your mail or calendar through it, and what the Agent can see is bounded by your own Microsoft permissions.
Changes ask first. A draft, a new event or a saved file shows up as an approval card before it happens. When you disconnect, the stored credentials are deleted. You can also remove MorningAI from your Microsoft account's app permissions at any time.
For more on how MorningAI handles data across all connectors, see our security page at /resources/security.
Frequently Asked Questions
Microsoft says "Need admin approval". What do I do?
Your company requires an IT admin to approve apps that read mail and files. Click Copy approval link on the Microsoft 365 card and send it to your admin. One approval covers the whole company.
Can the Agent send email as me?
No. It drafts the email in Outlook and stops. You open the draft, check it and send it yourself.
Do I need to connect Microsoft 365 for every brand?
No. Your connection follows you across the brands you work in.
Next Steps
Microsoft 365 is connected. Pair it with Notion so the Agent can read your project pages alongside your inbox, or see what else the Agent can do in Meet MorningAI Agents.
