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Add Microsoft 365 to your AI agent

Microsoft 365 combines Outlook, OneDrive, OneNote, Teams, SharePoint, Excel, Word, PowerPoint, To Do, and Bookings through Microsoft Graph.

Things your agent can do in Microsoft 365
1166

Things your AI can do in Microsoft 365

Your FormWise AI can handle any of these in Microsoft 365 — on its own, without you needing to click a button.

  • Accept calendar event invite

    Popular

    Accepts or tentatively accepts a calendar meeting invite on behalf of a user. Use this action when a user has received a meeting invitation and wants to indicate their attendance status (either confirmed or tentative). The organizer will receive a notification of the acceptance unless send_response is set to false.

  • Add chat member

    Popular

    Tool to add a conversationMember to a Microsoft Teams chat. Use when adding a user to an existing chat conversation.

  • Add mail attachment

    Popular

    Adds a small file attachment to an Outlook email message identified by its message ID, using an uploaded file or base64-encoded content.

  • Add member to channel

    Popular

    Tool to add a member to a Microsoft Teams channel. Use this action when you need to grant a user access to a specific channel within a team, or when you need to add an owner to manage the channel.

  • Add Table

    Popular

    Create a new table in a worksheet using the Microsoft Graph API.

  • Add member to team

    Popular

    Add a user to a Microsoft Teams team, optionally assigning an owner or guest role.

  • Add team members (bulk)

    Popular

    Tool to add multiple members to a Microsoft Teams team in a single operation. Use when adding several users at once to improve efficiency.

  • Add Workbook Permission

    Popular

    Tool to grant access to a workbook via invite. Use when you need to share a specific workbook file with designated recipients and roles.

  • Archive channel

    Popular

    Tool to archive a channel in a Microsoft Teams team. Use when you need to archive a specific channel within a team.

  • Archive team channel

    Popular

    Tool to archive a channel in a Microsoft Teams team using the group ID. Use when you need to archive a specific channel within a team.

  • Archive Teams team

    Popular

    Tool to archive a Microsoft Teams team. Use after confirming the team ID; returns 202 if accepted.

  • Batch move messages

    Popular

    Batch-move up to 20 Outlook messages to a destination folder in a single Microsoft Graph $batch call. Use when moving multiple messages to avoid per-message move API calls.

Show 469 more things it can do
  • Batch update messages

    Popular

    Batch-update up to 20 Outlook messages per call using Microsoft Graph JSON batching. Use when marking multiple messages read/unread or updating other properties to avoid per-message PATCH calls.

  • Create Calendar Event

    Popular

    Creates a new Outlook calendar event, ensuring `start_datetime` is chronologically before `end_datetime`.

  • Check In Drive Item

    Popular

    Tool to check in a checked out driveItem resource, making the version of the document available to others. Use when you need to check in a file that was previously checked out in OneDrive or SharePoint.

  • Checkout Drive Item

    Popular

    Tool to check out a driveItem to prevent others from editing it and make your changes invisible until checked in. Use when you need to lock a file for exclusive editing in SharePoint or OneDrive.

  • Clone Team

    Popular

    Tool to clone a Microsoft Teams team using the team ID. Use when you need to create a copy of an existing team including its structure, channels, and tabs. This is an asynchronous operation; poll the returned location URL to monitor progress.

  • Copy notebook in group

    Popular

    Copies a OneNote notebook to the Notebooks folder in the destination Documents library. The notebook is copied asynchronously. This action initiates the copy operation and returns a 202 Accepted response with an Operation-Location header. Use the OnenoteOperationGet action to poll the Operation-Location endpoint to check the status of the copy operation until it completes. Use this action when you need to duplicate a notebook within a Microsoft 365 group, or copy it to a different group's documents library. The copied notebook's folder is created in the destination Documents library if it doesn't exist.

  • Copy Item

    Popular

    Copies a DriveItem file or folder, optionally renaming it or specifying a destination folder. Copy requests may be asynchronous; a monitor URL is returned when supplied by the service, and an accepted request does not mean the copy is complete.

  • Copy message to folder

    Popular

    Tool to copy an email message to another folder within the user's mailbox. Use when duplicating messages to multiple folders for organization.

  • Copy notebook in site

    Popular

    Copies a OneNote notebook within a SharePoint site. Use this action when you need to duplicate a notebook within a SharePoint site. This is an asynchronous operation. Poll the returned operation URL to check whether the copy has completed.

  • Create Call Operation

    Popular

    Tool to create a new operation for a communications call. Use when you need to initiate a new operation on an active call.

  • Create contact

    Popular

    Creates a new contact in a Microsoft Outlook user's contacts folder.

  • Create email draft

    Popular

    Creates a new Outlook email draft with subject, body, recipients, and an optional attachment. This action creates a standalone draft for new conversations. To create a draft reply to an existing conversation/message, use the OUTLOOK_CREATE_DRAFT_REPLY action instead.

  • Create Email Rule

    Popular

    Create email rule filter with conditions and actions

  • Create group OneNote page

    Popular

    Creates a new OneNote page in the default section of the default notebook for a Microsoft 365 group. Use this action when you need to programmatically create a new page in a group's OneNote notebook. The page content must be provided as HTML. The page will be created in the default section of the default notebook unless a specific section name is provided via the sectionName query parameter.

  • Create Drive Item Permission

    Popular

    Tool to create a new permission on a OneDrive drive item. Use when you need to grant application or SharePoint group permissions to a file or folder. This endpoint supports creating application permissions and SharePoint site group permissions only.

  • Create Sharing Link

    Popular

    Tool to create a sharing link for a DriveItem (file or folder) by its unique ID. Use when you need to generate a shareable link for an item in OneDrive or SharePoint.

  • Create OneNote page in section

    Popular

    Creates a OneNote page in a specified section for the signed-in user from an HTML content fragment, with an optional title and creation timestamp. Images and attachments can be referenced by external URLs or supplied as named binary resources.

  • Create online meeting

    Popular

    Creates a standalone Microsoft Teams online meeting that is not linked to a calendar event. When an external ID is supplied, it creates or retrieves the meeting and accepts a narrower set of meeting options.

  • Create open shifts

    Popular

    Tool to create a new open shift in a Microsoft Teams team schedule. Use when you need to publish available shifts that team members can claim.

  • Create SharePoint List Item

    Popular

    Create an item in a SharePoint list using Microsoft Graph through the OneDrive connection. Use when you need to add a new row/item to a SharePoint list after resolving the site ID and list ID.

  • Create team schedule shift

    Popular

    Tool to create a new shift in a Microsoft Teams team schedule. Use when you need to assign work shifts to team members with specific start/end times and details.

  • Create site section page

    Popular

    Create a OneNote page from HTML in a SharePoint site's section.

  • Create Team

    Popular

    Create a new Microsoft Teams team with an optional template, channels, and members. Creation is asynchronous; the response provides an operation location for tracking progress.

  • Create Team From Group

    Popular

    Create a Microsoft Teams team from an existing Microsoft 365 group to add Teams capabilities to that group. Optionally configure member, guest, messaging, and fun settings; creation may be asynchronous.

  • Create time off

    Popular

    Tool to create a new timeOff instance in a team's schedule. Use when you need to create approved time off for a team member (vacation, sick leave, etc.).

  • Create time off reason

    Popular

    Tool to create a new time off reason in a team's schedule. Use when you need to define a new category for time off requests with a custom name and icon.

  • Create user OneNote page

    Popular

    Creates a new OneNote page in the default section of the default notebook for a specific user. Use this action when you need to programmatically create a new page in a user's OneNote notebook. The page content must be provided as HTML. The page will be created in the default section of the default notebook unless a specific section name is provided via the sectionName query parameter.

  • Decline calendar event

    Popular

    Declines a calendar event invitation, optionally including a comment or proposed new time and controlling whether a response is sent. Returns a success message when the request is accepted.

  • Delete calendar

    Popular

    Tool to delete a calendar other than the default calendar from a user's mailbox. Use when removing calendars that are no longer needed.

  • Delete team channel

    Popular

    Tool to delete a channel from a Microsoft Teams team. Use when you need to permanently remove a channel. Note that the General channel cannot be deleted.

  • Delete team schedule day note

    Popular

    Tool to delete a day note from a Microsoft Teams schedule. Use when you need to remove a day note from a specific date in the team schedule. The If-Match header with ETag value is required for deletion.

  • Delete group section page

    Popular

    Deletes a OneNote page within a Microsoft 365 group's OneNote workspace. Canonical action for this group page deletion route. Microsoft Graph returns 204 No Content after accepting the deletion; OneNote retention policies may still apply.

  • Delete OneNote page from section

    Popular

    Delete a OneNote page by page ID within a Microsoft 365 group. Legacy notebook and section IDs are ignored; OneNote retention policies may apply.

  • Delete Item

    Popular

    Delete a DriveItem (file or folder) by ID from a specified drive or user's OneDrive, defaulting to the authenticated user's drive. The item is moved to the recycle bin rather than permanently deleted; storage quota is not freed until the recycle bin is emptied.

  • Permanently Delete Drive Item

    Popular

    Tool to permanently delete a driveItem by its ID without moving it to the recycle bin. Use when you need to irreversibly remove a file or folder from OneDrive or SharePoint. This action cannot be undone.

  • Delete Drive Item Permission

    Popular

    Tool to delete a permission from a drive item. Use when you need to revoke sharing access to a file or folder. Only non-inherited sharing permissions can be deleted.

  • Delete mail folder

    Popular

    Delete a mail folder from a user's mailbox. The tool rejects well-known system folder names as folder identifiers.

  • Delete open shift

    Popular

    Tool to delete an open shift from a Microsoft Teams schedule. Use when you need to remove an unfilled shift from the team schedule.

  • Delete team scheduling group

    Popular

    Tool to delete a scheduling group from a Microsoft Teams team schedule. Use this when you need to remove a scheduling group from a specific team.

  • Delete SharePoint Item Permission

    Popular

    Revoke a Microsoft Graph beta permission from a SharePoint list or list item.

  • Delete team schedule shift

    Popular

    Tool to delete a shift from a Microsoft Teams team schedule. Use when you need to permanently remove a scheduled shift.

  • Delete OneNote page from site

    Popular

    Deletes a OneNote page from a SharePoint site. Use this action to delete a OneNote page from a SharePoint site's OneNote workspace. Microsoft Graph returns 204 No Content after accepting the deletion; OneNote retention policies may still apply.

  • Soft-delete Teams channel message

    Popular

    Tool to soft-delete a message in a Teams channel. Use when you need to remove a message without permanently deleting it.

  • Delete channel tab

    Popular

    Tool to delete a tab from a Microsoft Teams channel. Use when you need to permanently remove a tab from a channel.

  • Delete Teams team

    Popular

    Delete a Microsoft Teams team by its associated Microsoft 365 group ID. This deletes the underlying group.

  • Delete time off

    Popular

    Tool to delete a timeOff from a team's schedule. Use when you need to remove a scheduled time off entry from a team member's schedule.

  • Delete time off reason

    Popular

    Tool to delete a time off reason from a team's schedule. Use when you need to remove a time off reason. Note: This operation marks the time off reason as inactive rather than permanently deleting it.

  • Delete time off request

    Popular

    Tool to delete a time off request from a Microsoft Teams team schedule. Use when you need to permanently remove a time off request.

  • Delete User Online Meeting

    Popular

    Tool to delete an online meeting for a user. Use when you need to permanently remove an online meeting from a user's calendar.

  • Delete OneNote page for user

    Popular

    Deletes a OneNote page from a user's OneNote workspace. Canonical action for this user page deletion route. Microsoft Graph returns 204 No Content after accepting the deletion; OneNote retention policies may still apply. Use this action when you need to remove an unwanted OneNote page from a user's notebook that has been shared with the current user.

  • Delete user OneNote page from section

    Popular

    Deletes a OneNote page by page ID for a specified user or the current user; OneNote retention policies may still apply. Notebook, section group, and section IDs are ignored and do not constrain the deletion.

  • Discard Checkout

    Popular

    Tool to discard the checkout of a driveItem, releasing it and discarding any changes made while checked out. Use when you need to cancel a checkout and revert changes on a file in SharePoint or OneDrive.

  • Download Outlook attachment

    Popular

    Downloads a specific file attachment from an email message in a Microsoft Outlook mailbox; the attachment must contain 'contentBytes' (binary data) and not be a link or embedded item. High-volume parallel calls may trigger HTTP 429 responses; honor the Retry-After header and use exponential backoff.

  • Search Drive Files

    Popular

    Search OneDrive drive items by query and return files, optionally filtered by extension, to discover Excel workbook IDs. Extension filtering is applied to each returned page.

  • Who Am I

    Popular

    Return the identity (email, name) of the connected Excel (Microsoft) account.

  • Find Meeting Times

    Popular

    Suggest meeting times based on organizer and attendee availability, time constraints, and duration requirements. Requires delegated access with a work or school account.

  • Format Workbook Range

    Popular

    Apply dimensions, alignment, wrapping, font, fill, and borders to a workbook range. Components are updated sequentially, not atomically, so earlier formatting remains if a later update fails.

  • Forward message

    Popular

    Tool to forward a message. Use when you need to send an existing email to new recipients.

  • Forward user calendar event

    Popular

    Tool to forward a calendar event from a specific user's calendar to new recipients. Use when you need to share an event from a particular calendar with additional people.

  • Get Calendar View

    Popular

    Get events ACTIVE during a time window (includes multi-day events). Use for "what's on my calendar today/this week" or availability checks. Returns events overlapping the time range. For keyword search or filters by category, use OUTLOOK_LIST_EVENTS instead.

  • Get team channel

    Popular

    Tool to get a specific channel in a team. Use after obtaining valid team and channel IDs to fetch channel details.

  • Get chat message

    Popular

    Tool to get a specific chat message. Use after confirming chat_id and message_id.

  • Get DriveItem by Sharing URL

    Popular

    Resolve a OneDrive or SharePoint sharing URL or share ID to drive item metadata and available IDs. An optional sharing-link redemption setting can grant durable access to the item.

  • Get calendar event

    Popular

    Retrieves the full details of a specific calendar event by its ID from a user's Outlook calendar, provided the event exists.

  • Get Drives Following

    Popular

    Tool to retrieve a specific followed driveItem from a drive. Use when you need to get details about a file or folder that the user has marked to follow.

  • Get a OneNote section from a group

    Popular

    Retrieves a specific OneNote section from a Microsoft 365 group. Use this action when you need to fetch metadata or details for a single OneNote section by specifying the group ID and section ID. This action supports OData query parameters for selecting specific properties and expanding relationships like parentNotebook or parentSectionGroup.

  • Get a OneNote page from a group

    Popular

    Retrieves OneNote page metadata directly by page ID in a Microsoft 365 group. Legacy notebook, section group, and section IDs do not affect the Graph route.

  • Get Item Metadata

    Popular

    Retrieves the metadata of a DriveItem by its unique ID. Use this tool to get information about a specific file or folder in OneDrive when you have its ID. If a `drive_id` is not provided, it defaults to the user's main drive.

  • Get Item Permissions

    Popular

    Retrieve a page of permissions for a DriveItem by ID, or by path in the current user's drive. Use the continuation token to retrieve further pages; returned permissions can include inherited and link-based access.

  • Get Item Thumbnails

    Popular

    Tool to retrieve the thumbnails associated with a DriveItem. Use when you need to display visual previews of files. Response contains a `value` array with size keys (`small`, `medium`, `large`); thumbnails may not be generated for all file types or newly uploaded items, so handle an empty or missing `value` array. Returned thumbnail URLs are external HTTP endpoints with independent availability.

  • Get Item Versions

    Popular

    Tool to retrieve the version history of a DriveItem by its unique ID. Use when you need to access or list previous versions of a file. Version history may be unavailable or empty for folders or items in drives without versioning enabled.

  • Get mail delta

    Popular

    Retrieve incremental message changes in one mailbox folder, defaulting to Inbox. Page through initial or subsequent results using the returned next link, then store the delta link for the next synchronization.

  • Get mail tips

    Popular

    Tool to retrieve mail tips such as automatic replies and mailbox full status. Use when you need to check recipient status before sending mail.

  • Get contact

    Popular

    Retrieves a specific Outlook contact by its `contact_id` from the contacts of a specified `user_id` (defaults to 'me' for the authenticated user).

  • Get meeting recording content

    Popular

    Retrieve up to 256 MiB of video content for a scheduled, non-expired Microsoft Teams meeting recording as a downloadable file. Use this after listing recordings. For delegated connections, Microsoft Graph allows the organizer to download by default; tenant policy can also allow participants. Live events and non-calendar-backed create onlineMeeting meetings are documented as unsupported.

  • Get meeting transcript content

    Popular

    Retrieve the raw content for a Microsoft Teams meeting transcript, with or without speaker attribution. Use this after listing meeting transcripts and selecting a transcript ID. The Microsoft Graph transcript APIs only support calendar-backed online meetings that have an available transcript; standalone meetings created only with the create onlineMeeting API can return 412.

  • Add Chart

    Add a chart to a worksheet using Microsoft Graph API.

  • Add Comment

    Add a Word comment to a paragraph selected by a READ_DOCX locator or by exact text that uniquely matches a main-document paragraph. A locator requires the document’s eTag.

  • Add Column To SharePoint Content Type

    Add a column (column link) to a SharePoint site or list content type.

  • Add Content Type Copy From Hub

    Add a copy of a content type from the tenant content type hub to a SharePoint site or list.

  • Add Content Type Copy To SharePoint List

    Copy a site content type into a SharePoint list.

  • Add event attachment

    Adds an attachment to a specific Outlook calendar event. Use when you need to attach a file or nested item to an existing event.

  • Add User to Group

    Add one directory user to a Microsoft 365 or security group.

  • Add Named Item

    Add a workbook- or worksheet-scoped named item using an invariant reference or a local formula.

  • Add SharePoint Worksheet

    Add a new worksheet to an Excel workbook in a SharePoint site's default drive using Microsoft Graph.

  • Add tab to channel

    Tool to add a new tab to a Microsoft Teams channel. Use when you need to pin an app or website as a tab in a channel.

  • Add Table Column

    Add a column to a table using Microsoft Graph API.

  • Add Table Row

    Add a row to a table using Microsoft Graph API.

  • Add SharePoint Workbook Chart

    Add a chart to a worksheet in an Excel workbook stored in SharePoint.

  • Add SharePoint Workbook Named Item

    Add a named item at the workbook scope in an Excel workbook stored in SharePoint.

  • Add SharePoint Workbook Table

    Add a table to an Excel workbook stored in SharePoint.

  • Add workbook table column

    Insert a column at a zero-based position in an Excel workbook table stored in a Microsoft Graph drive item.

  • Add SharePoint Workbook Table Row

    Add rows to an Excel workbook table stored in SharePoint.

  • Add Worksheet

    Add a new worksheet to an Excel workbook using Microsoft Graph API.

  • Append Content

    Append plain text or supported Markdown paragraphs, headings, formatted runs, lists, rectangular tables, safe http/https/mailto links, and Courier New inline or fenced code to a DOCX body.

  • Apply Table Filter

    Apply a filter to a table column using Microsoft Graph API.

  • Apply Table Sort

    Apply a sort to a table using Microsoft Graph API.

  • Apply SharePoint Workbook Table Column Filter

    Apply a filter to a column of an Excel workbook table stored in SharePoint.

  • Assign Sensitivity Label To SharePoint Drive Item

    Assign a Microsoft Purview sensitivity label to a SharePoint drive item.

  • Autofit Range

    Autofit columns or rows intersecting a workbook range.

  • Calculate Workbook Function

    Run one allowlisted Microsoft Graph v1.0 workbook function.

  • Cancel Appointment

    Irreversibly cancel an appointment and ask Microsoft Bookings to send the supplied cancellation message to its customers and staff. A successful result confirms that Graph accepted the cancellation, not message delivery.

  • Cancel user's calendar event

    Cancels an organizer's event in a specified user's calendar and sends cancellation notifications to attendees. An optional comment can accompany the cancellation.

  • Cancel user calendar group event

    Tool to cancel an event in a user's calendar within a calendar group and send cancellation notifications to all attendees. Use when canceling a meeting or event for a specific user in a calendar that belongs to a calendar group.

  • Cancel user calendar event

    Cancel a calendar event for a specified user and send cancellation notifications to attendees. The calendar owner must be the meeting organizer; an optional comment can be sent with the cancellation.

  • Get all chats

    Lists a specified user's Microsoft Teams chats, supporting filtering and property selection. An unfiltered first page for `user_id='me'` includes the personal self-chat with `is_self_chat=true`; use SEND_MESSAGE_TO_SELF and LIST_MESSAGES_TO_SELF for it. Returns one provider page per call (up to `top`, further bounded by `limit` if given), potentially plus that one synthetic entry, and a `next_page_token`.

  • Check In Presentation

    Check in a checked-out PowerPoint DriveItem and make its version available according to the SharePoint/document-library configuration. Microsoft Graph documents no atomic If-Match/eTag option for this operation.

  • Check Out Presentation

    Check out a PowerPoint DriveItem where its SharePoint/document-library configuration supports checkout, preventing others from editing and hiding changes until check-in. Microsoft Graph documents no atomic If-Match/eTag option for this operation.

  • Check In SharePoint Drive Item

    Check in a SharePoint drive item.

  • Checkout SharePoint Drive Item

    Checkout SharePoint Drive Item.

  • Clear Automatic Location

    Tool to clear the automatic location from a user's presence in Microsoft Teams. Use when you need to remove automatically-set location information from presence status.

  • Clear User Preferred Presence

    Tool to clear a user's preferred presence setting in Microsoft Teams. Use when you need to remove the user's manually set presence status and allow the system to automatically determine their presence based on activity. Supports both delegated (user) and application (S2S) authentication.

  • Clear Presence

    Clears presence information for a specified user's application presence session in Microsoft Teams.

  • Clear Presence Location

    Clear the presence location for the authenticated user or a specified user.

  • Clear Range

    Tool to clear values, formats, or contents in a specified worksheet range. Use when you need to reset cells before adding new data.

  • Clear Table Filter

    Clear a filter from a table column using Microsoft Graph API.

  • Clear All Table Filters

    Clear All Table Filters

  • Clear Table Sort

    Clear Table Sort

  • Close Excel Session

    Tool to close an existing Excel workbook session. Use when you need to explicitly end a persistent session to release workbook locks. Note: The Microsoft Graph closeSession API is idempotent - it returns 204 for both active and already-closed sessions. This action validates the session first and returns an error for invalid or already-closed sessions to provide clearer user feedback. The validation uses refreshSession which is the only API endpoint that can detect closed sessions.

  • Complete Task

    Mark a Microsoft To Do task as completed. Convenience wrapper that always PATCHes status='completed'; the server auto-sets completedDateTime. Use Update Task to reopen a task (status='notStarted') or to change other fields.

  • Convert Table To Range

    Convert a table to a range using Microsoft Graph API.

  • Copy DOCX

    Copy a Graph DOCX item with both a .docx filename and DOCX MIME type to a OneDrive or SharePoint folder, wait boundedly for the asynchronous operation, and return verified destination metadata. If waiting times out, the server-side copy may continue.

  • Copy user's mail folder

    Tool to copy a user's mail folder and its contents to another folder. Use when you need to duplicate a folder structure for a specific user's mailbox.

  • Copy child mail folder

    Copies a child mail folder and its contents to a destination folder in the user's mailbox.

  • Copy message from child folder

    Tool to copy an email message from a child folder (nested folder) to another folder within the user's mailbox. Use when duplicating messages from nested folder structures.

  • Copy user message from folder

    Tool to copy a message from a specific user's mail folder to another folder. Use when you need to duplicate a message from a known source folder to a destination folder for a specific user.

  • Copy Presentation

    Start an asynchronous Microsoft Graph copy of a PowerPoint presentation. A successful result means only that Graph accepted the submission; it does not mean the copy completed or ultimately succeeded. The action never returns the bearer-equivalent Location monitor URL. Discover the result by destination and filename with FIND_PRESENTATIONS. conflict_behavior is unsupported on OneDrive Personal. To preserve all versions, omit name and rename the copy after discovery.

  • Copy Presentation and Wait

    Submit a PowerPoint presentation copy with a required unique filename, then boundedly search the resolved destination folder for an exact-name candidate. Search results cannot be correlated to the copy request, so a discovered candidate is returned as discovered_unverified and may belong to another writer. The bearer-equivalent Graph monitor URL is never returned or read. An exact-name search result is returned only as an uncorrelated candidate, never as confirmed completion, because Graph's secret monitor URL is not exposed or consumed. A timeout or indeterminate result is not proof of failure: verify the destination before retrying. All-version-history copies require the asynchronous COPY_PRESENTATION workflow because Graph does not safely combine that option with a discovery name.

  • Copy section to notebook (user)

    Copies a user's OneNote section to a specified notebook. The operation is asynchronous and returns an operation location to poll for the final outcome; the copy does not remove the source section.

  • Copy section to notebook (site context)

    Copy a site-hosted OneNote section to a notebook in the same SharePoint site. The copy is asynchronous; poll the returned operation URL for its status.

  • Copy group section to section group

    Copies a OneNote section from a Microsoft 365 group's notebook into another section group. Use this action when you need to duplicate an existing OneNote section that lives in a Microsoft 365 group's notebook into a different section group. The operation is asynchronous and returns an Operation-Location header that should be polled to get the final result. The copy is additive and does not remove the source section. Poll the returned Operation-Location value to determine the final outcome.

  • Copy section to section group (user)

    Copies a user's OneNote section to a specified section group. The operation is asynchronous and returns an operation location to poll for the final outcome; the copy does not remove the source section.

  • Copy site page to section

    Copy a site-hosted OneNote page to a section natively.

  • Copy user notebook

    Start an asynchronous copy of a user OneNote notebook.

  • Copy user page to section

    Start an asynchronous copy of a user's OneNote page to a specified section, optionally in a Microsoft 365 group. The returned operation location can be polled to determine the outcome.

  • Count messages

    Count all messages, or messages matching an OData filter or KQL search, in an Outlook mailbox.

  • Count user section group sections

    Gets the provider-reported count of OneNote sections directly within a user's section group. Use this action when you need to quickly determine the number of sections in a section group without retrieving the full list of section objects. This is a read-only operation.

  • Count site section group sections

    Gets the provider-reported count of sections directly within a SharePoint site's OneNote section group. Use this action when you need to quickly determine the number of sections in a section group without retrieving the full list of section objects. Microsoft Graph requires the `ConsistencyLevel: eventual` header when using the `$count=true` query parameter on OneNote endpoints.

  • Create Appointment

    Create an appointment for a service at explicit start and end times, optionally assigning staff and customer details. Microsoft Bookings may send customers a confirmation email; opt_out_of_customer_email requests suppression but does not guarantee non-delivery.

  • Create attachment upload session

    Tool to create an upload session for large (>3 MB) message attachments. Use when you need to upload attachments in chunks.

  • Create attachment upload session in child folder

    Tool to create an upload session for large (>3 MB) message attachments in child mail folders. Use when you need to upload attachments to messages in nested folder structures.

  • Create Booking Business

    Create a shared booking business with the supplied display name. The business starts unpublished and can then be configured with the update tool.

  • Create calendar group event attachment upload session

    Tool to create an upload session for large calendar group event attachments. Use when attaching files larger than 3 MB to events in calendar groups.

  • Create calendar

    Creates a new calendar in the signed-in user's or a specified user's mailbox, for organizing events into a separate calendar.

  • Create calendar event attachment

    Creates a file or item attachment on an event in a specific calendar using the authenticated user's mailbox. This action supports delegated access, not app-only authentication.

  • Create calendar event attachment upload session

    Tool to create an upload session for large calendar event attachments in a specific calendar. Use when attaching files larger than 3 MB to Outlook calendar events in a specific calendar.

  • Create event in specific calendar

    Tool to create a new event in a specific calendar for a user. Use when you need to create events in a specific calendar (e.g., shared or secondary calendars).

  • Create calendar group

    Tool to create a new calendar group for a user. Use when needing to organize calendars into groups.

  • Create user calendar group event attachment

    Tool to create a new attachment for an event in a calendar within a calendar group for a specific user. Use when you need to attach a file or item to an event in a user's calendar group.

  • Create event extension

    Tool to create a new open extension on a calendar event within a specific calendar group and calendar. Use when you need to store custom data with an event.

  • Create Calendar Permission

    Tool to create a calendar permission for a specific calendar in a calendar group. Use when granting access to a calendar for another user.

  • Create a channel

    Tool to create a new standard, private, or shared channel within a Microsoft Teams team. Use when you need to create a new channel for team collaboration.

  • Create Checklist Item

    Add a checklist item (subtask) to a Microsoft To Do task in a specified task list. The created item is returned with its ID, display name, checked state, and creation time.

  • Create Comment

    Create a plain-text Excel cell comment through Microsoft Graph beta. This beta operation requires a delegated work or school account. Microsoft does not support beta APIs for production applications.

  • Create contact folder

    Tool to create a new contact folder in the user's mailbox. Use when needing to organize contacts into custom folders.

  • Create user contact folder child folder

    Tool to create a child contact folder within a parent contact folder for a specific user. Use when you need to organize contacts into nested folder hierarchies for a given user.

  • Create Content Sharing Session

    Tool to create a content sharing session in a Microsoft Teams call. Use when you need to initiate content sharing during an active call.

  • Create Custom Question

    Create a text or single-choice intake question for one booking business.

  • Create Customer

    Create a saved customer in one booking business with structured contact details.

  • Create SharePoint Document Set Version

    Capture a new version of a document set item in a SharePoint list.

  • Create DOCX

    Create a safe DOCX containing styled paragraphs and formatted runs, bullet or decimal lists, rectangular tables, or constrained HTML/Markdown source with safe external links and inline or fenced code rendered in Courier New, plus validated inline PNG/JPEG images, page breaks, and default/first/even headers and footers. Literal content is escaped and raw XML or image URLs are never accepted. The create-only default fails on a filename conflict. overwrite_existing remains available for backward compatibility; prefer UPSERT_DOCX when replacement is intended.

  • Create DOCX sharing link

    Create a view, edit, or embed sharing link for a verified DOCX. When link_scope is omitted, Graph uses the drive's default scope, which can be anonymous. Returns Graph's capability-bearing URL; treat it as a secret. Sharing can change the document eTag, so call READ_DOCX again before editing. Setting retain_inherited_permissions=false removes all existing permissions when the item is shared for the first time.

  • Create a draft reply

    Creates a draft reply in the specified user's Outlook mailbox to an existing message (identified by a valid `message_id`), optionally including a `comment` and CC/BCC recipients.

  • Create drive folder

    Create a child folder under a Microsoft drive item.

  • Create SharePoint Drive Item Permission

    Create an application or Embedded group grant, rather than invite a user.

  • Create Drive Upload Session

    Create a resumable upload session for a new file below a drive folder.

  • Create user calendar event attachment

    Tool to create a new attachment for a user's calendar event. Use when you need to attach a file or item to an existing event in a specific user's calendar.

  • Create event attachment upload session

    Tool to create an upload session for large calendar event attachments. Use when attaching files larger than 3 MB to Outlook calendar events.

  • Create user mail folder message forward draft

    Tool to create a forward draft of an Outlook message for a specific user. Use when you need to prepare a forward email that can be edited before sending. The draft is created in the Drafts folder with the FW: prefix in the subject line.

  • Create group calendar event

    Create an event in a Microsoft 365 group calendar.

  • Create Microsoft 365 group event

    Create an event in a Microsoft 365 group's default calendar using delegated access. Supplying attendees sends meeting invitations to them.

  • Create group nested section group

    Create a section group inside another group OneNote section group.

  • Create group notebook

    Creates a new OneNote notebook within a Microsoft 365 group. Use this action when you need to create a new notebook for storing notes within a specific Microsoft 365 group. The notebook will be owned by the specified group and accessible to all members of that group with appropriate permissions. Required permissions: Notes.Create (least privileged), Notes.ReadWrite, or Notes.ReadWrite.All for the group.

  • Create section group in group notebook

    Creates a new section group within a OneNote notebook that belongs to a Microsoft 365 group. Use this action when you need to organize sections inside a group notebook by creating a new top-level section group to hold related sections together. The displayName must be 50 characters or fewer and cannot contain the characters ? * / : < > | & # ' % ~. Section group names must be unique within the same hierarchy level in the notebook.

  • Create section in section group

    Creates a new OneNote section within a specified section group of a Microsoft 365 group. Use this action when you need to add a new section to organize OneNote pages within a section group's hierarchy within a group. The section name must be unique within the same hierarchy level, cannot exceed 50 characters, and cannot contain the characters: ?*/:<>|&#''%~. Repeating the call with the same display name may create duplicate sections depending on the API's handling of unique-name constraints.

  • Create channel in group team

    Tool to create a new channel in a group's associated team. Use when you have a group ID and need to create a channel in its team.

  • Create Linked Resource

    Attach a partner-application link to an existing Microsoft To Do task.

  • Create SharePoint List

    Create a SharePoint list.

  • Create SharePoint List Column

    Create a SharePoint list column definition.

  • Create SharePoint List Item

    Create a SharePoint list item.

  • Create SharePoint List Item Permission

    Create an application permission on a SharePoint list item, not a user invitation.

  • Create SharePoint List Permission

    Create an application permission on a SharePoint list, not a user invitation.

  • Create mail folder

    Tool to create a new mail folder. Use when you need to organize email into a new folder.

  • Create message in mail folder

    Tool to create a new message in a specific mail folder. Use when you need to create a draft message in a particular folder (e.g., drafts, custom folders).

  • Create mail folder message attachment

    Tool to add an attachment to a message in a specific mail folder. Use when you need to attach a file to a message located in a particular mail folder.

  • Create mail folder message attachment upload session

    Tool to create an upload session for large (>3 MB) message attachments in a specific mail folder. Use when you need to upload attachments in chunks to a message located in a mail folder.

  • Create User Mail Folder Message Rule

    Tool to create a message rule in a user's mail folder. Use when automating message processing with filters and actions.

  • Create user calendar event extension

    Tool to create a new open extension on a calendar event for a specific user. Use when you need to store custom data with an event.

  • Create user calendar permission

    Tool to create a new calendar permission for a specific user's calendar. Use when you need to share another user's calendar with someone or grant access with specific permission levels.

  • Create message in user's child folder

    Tool to create a new draft message in a child folder within a user's mail folder. Use when creating messages in nested folder structures for a specific user's mailbox.

  • Create user contact in folder

    Tool to create a new contact in a specific user's contact folder. Use when you need to add a contact to a particular folder for a specified user.

  • Create user contact extension

    Tool to create a new open extension on a contact within a user's contact folder. Use when you need to store custom data with a contact.

  • Create contact extension

    Tool to create a new open extension on a contact within a child folder. Use when you need to store custom data with a contact.

  • Create contact in child folder

    Tool to create a new contact in a child folder within a contact folder. Use when you need to add a contact to a specific nested folder structure.

  • Create calendar event for user

    Create a new calendar event in a user's default calendar.

  • Create me event attachment upload session

    Tool to create an upload session for large event attachments. Use when attaching files larger than 3 MB to the authenticated user's Outlook events.

  • Create forward draft

    Tool to create a draft forward of an existing message. Use when you need to prepare a forward that can be edited before sending. The draft can be updated with recipients and additional content before being sent.

  • Create user Focused Inbox override

    Tool to create a Focused Inbox override for a sender identified by SMTP address for a specific user. Use when you need to configure messages from a specific sender to always be classified as focused or other for a particular user.

  • Create reply-all draft for user message

    Tool to create a draft reply-all to a user's message. Use when you need to create a draft reply to the sender and all recipients of an email message in a user's mailbox.

  • Create user notebook

    Creates a new OneNote notebook for the signed-in user. Use this action when you need to create a new personal notebook to organize notes. The notebook will be created in the user's default OneDrive for Business location. Notebook names must be unique, cannot exceed 128 characters, and cannot contain ? * / : < > | ' or ". Ampersands are allowed. Returns the full created notebook object including the server-assigned ID and URLs for accessing sections.

  • Create reply-all draft for child folder message

    Tool to create a draft reply-all to a message in a child folder. Use when you need to create a draft reply to the sender and all recipients of a message located in a subfolder within a mail folder.

  • Create section in user's section group

    Creates a new OneNote section within a specified section group of a notebook for the signed-in user. Use this action when you need to add a new section to organize OneNote pages within a user's section group hierarchy. The section name must be unique within the same hierarchy level, cannot exceed 50 characters, and cannot contain the characters: ?*/:<>|&#''%~. Repeating the call with the same display name may create duplicate sections depending on the API's handling of unique-name constraints.

  • Create message attachment

    Tool to create an attachment for a message. Use when you need to attach a file or item to an existing message. Supports file attachments, item attachments, and reference attachments.

  • Create user offer shift request

    Create an offer shift request in a team's schedule when a team member wants to offer their shift to another team member.

  • Create open shift change request

    Tool to create a new open shift change request in a team schedule. Use when a team member wants to claim an available open shift.

  • Create or get online meeting

    Tool to create a new Microsoft Teams online meeting or retrieve an existing one based on externalId. Use when you need an idempotent meeting creation operation that returns an existing meeting if the externalId matches.

  • Create or update schedule

    Tool to create or replace a schedule object for a Microsoft Teams team. Use when you need to enable or configure scheduling features for a team.

  • Create Planner bucket

    Create a bucket in a Microsoft Planner plan.

  • Create Planner task

    Create a Microsoft Planner task in a plan, with optional bucket placement and assignees.

  • Create Presentation

    Create a bounded macro-free PPTX from one to 50 structured slides containing titles, plain text, nested bullets, rectangular tables, uploaded PNG images, and optional speaker notes. The generated Open XML package, relationships, and semantic readback are validated locally before exactly one Microsoft Graph upload. Limits include 500 content blocks, 500,000 text characters, 10,000 line breaks, 2,000 table cells, and 20 PNGs (10 MiB each, 25 MiB compressed and decoded in aggregate); the final package is limited to 50 MiB.

  • Create Presentation Sharing Link

    Create or return a view or edit sharing link for a PowerPoint presentation in the current or an explicitly selected drive.

  • Create reply-all draft in folder

    Tool to create a reply-all draft for a message in a mail folder. Use when you need to create a draft reply to all recipients of an email.

  • Create schedule day note

    Tool to create a new day note in a team's schedule. Use when you need to add notes or reminders for a specific date in the team schedule. Day notes help communicate important information to team members for a particular day.

  • Create scheduling group

    Tool to create a new scheduling group in a team's schedule. Use when you need to organize team members into groups for shift scheduling and management. This action uses 'team_id' parameter naming which aligns with the Microsoft Graph API endpoint (/teams/{id}/schedule/schedulingGroups).

  • Create Service

    Create a bookable service with a name and default duration, optionally configuring location, price, staff, reminders, questions, and scheduling rules.

  • Create SharePoint Sharing Link

    Create a sharing link for a SharePoint drive item.

  • Create SharePoint Site Column

    Create a SharePoint site column definition.

  • Create SharePoint Site Content Type

    Create a SharePoint site content type.

  • Create site nested section group

    Create a section group inside another site OneNote section group.

  • Create site notebook

    Create a OneNote notebook in a SharePoint site.

  • Create section in site notebook

    Create a OneNote section in a specified notebook in a SharePoint site or, when no site is supplied, in the signed-in user's OneNote. The section name must be unique at the same hierarchy level, be no longer than 50 characters, and exclude ?*/:<>|&#'%~.

  • Create SharePoint Site Page

    Create a modern SharePoint site page.

  • Create SharePoint Site Page Section Web Part

    Create a text or supported standard web part in a site page section.

  • Create SharePoint Site Permission

    Grant an application (Sites.Selected) permission on a SharePoint site.

  • Create Staff Member

    Add a staff member to one booking business with a role, email, time zone, and optional working schedule.

  • Create Task List

    Create a new Microsoft To Do task list.

  • Create time off request

    Tool to create a new time off request in a team's schedule. Use when a team member needs to request time off for vacation, sick leave, or other absences.

  • Create Upload Session By Path

    Create only a resumable upload session at a root-relative path; this action does not upload bytes. It returns a short-lived preauthenticated uploadUrl for an external fragment uploader. Keep the URL secret and do not send an Authorization header to it.

  • Create user calendar event attachment

    Tool to create a new attachment for an event in a specific user's calendar. Use when you need to attach a file or item to an event within a particular user's calendar.

  • Create calendar in user's calendar group

    Tool to create a new calendar in a calendar group for a specific user. Use when organizing events into a separate calendar within a specific calendar group for a user.

  • Create user calendar group event

    Tool to create a new calendar event in a specific user's calendar within a calendar group. Use when creating events for a particular user in a calendar that belongs to a calendar group.

  • Create user contact extension

    Tool to create a new open extension on a specific user's contact. Use when you need to store custom data with a contact for a specific user.

  • Create calendar permission via event

    Tool to create a calendar permission via an event's calendar. Use when granting calendar access through an event by specifying the event ID and user email address.

  • Create user message extension

    Tool to create a new open extension on a message in a child mail folder for any user. Use when you need to store custom data with a message in a nested folder structure.

  • Create user mail folder message extension

    Tool to create a new open extension on a message in a user's mail folder. Use when you need to store custom data with a specific message in a user's mailbox.

  • Create reply draft for user mail folder message

    Tool to create a reply draft for a message in a user's mail folder. Use when you need to prepare a reply without sending it immediately. The draft is created in the Drafts folder and includes the RE: prefix in the subject line.

  • Create user mail folders child folders

    Tool to create a new child folder under a specified mail folder for a user. Use when organizing email into nested folder hierarchies within a specific user's mailbox.

  • Create user master category

    Tool to create a new category in a user's master category list. Use when you need to add a category to organize email and calendar items for a specific user.

  • Create user message

    Tool to create a new draft message in a user's mailbox. Use when creating draft messages for a specific user or the authenticated user.

  • Create user message attachment

    Tool to create an attachment on a message in a user's mail folder. Use when you need to attach a file or item to an existing message in a specific user's mailbox.

  • Create user nested section group

    Create a section group inside another user OneNote section group.

  • Create section in user notebook

    Creates a OneNote section in a specified user's notebook and returns available created-section details. The section name must be unique within the same hierarchy level, no longer than 50 characters, and cannot contain ?*/:<>|&#'%~.

  • Create user online meeting

    Tool to create a new Microsoft Teams online meeting for a specific user. Use when you need to create an online meeting on behalf of a user.

  • Create section in user section group

    Creates a new OneNote section within a specified section group for a specific user. Use this action when you need to add a new section to organize OneNote pages within a section group's hierarchy for a specific user's notebook. The section name must be unique within the same hierarchy level, cannot exceed 50 characters, and cannot contain the characters: ?*/:<>|&#''%~. Repeating the call with the same display name may create duplicate sections depending on the API's handling of unique-name constraints.

  • Create user section page

    Creates a OneNote page in a specified user's section using HTML content, with optional named binary resources. When a title or creation time is supplied, the action wraps the content in an HTML document; otherwise, provide a complete HTML document.

  • Create Workbook

    Tool to create a new Excel workbook file at a specified drive path. Generates a new .xlsx file with specified worksheets and data, then uploads it to OneDrive.

  • Create Workbook Sharing Link

    Create or retrieve an application-owned sharing link for a workbook.

  • Delete Appointment

    Permanently delete an appointment without invoking Microsoft Bookings' cancellation-message action. This operation cannot be undone.

  • Delete Booking Business

    Permanently delete one shared booking business and all of its Microsoft Bookings data. This operation cannot be undone.

  • Delete calendar event

    Tool to delete a calendar event from a user's Outlook calendar. Use when removing events that are no longer needed or were created in error.

  • Delete user calendar event attachment

    Tool to delete an attachment from an event in a specific user's calendar. Use when you need to remove a file or item attachment from an event in a calendar.

  • Delete event from specific calendar

    Tool to delete an event from a specific calendar in Outlook. Use when removing events from secondary or shared calendars by providing both calendar ID and event ID.

  • Delete user calendar group calendar

    Tool to delete a calendar from a specific user's calendar group in Microsoft Outlook. Use when removing a calendar that belongs to a user's calendar group.

  • Delete calendar group

    Tool to delete a calendar group other than the default calendar group. Use when removing unused calendar groups from the mailbox.

  • Delete user calendar group calendar event

    Tool to delete a calendar event from a specific user's calendar within a calendar group. Use when removing events from calendars organized under calendar groups for a specific user.

  • Delete calendar group event attachment

    Tool to delete an attachment from an event in a calendar within a calendar group. Use when you need to remove a file or item attachment from an event in a specific calendar group.

  • Permanently Delete Calendar Group Event

    Tool to permanently delete a calendar event from a calendar within a calendar group. Use when you need to ensure an event cannot be restored from deleted items.

  • Permanently Delete Calendar

    Permanently deletes a calendar from a user's mailbox. Unlike standard DELETE, this action makes the calendar permanently unrecoverable. Use when you need to ensure a calendar cannot be restored from deleted items.

  • Delete User Calendar Group Calendar Permission

    Tool to delete a calendar permission from a user's calendar within a calendar group. Use when revoking calendar sharing access for specific users.

  • Delete Call Operation

    Tool to delete a navigation property operation for a communications call. Use when you need to remove a specific commsOperation from a call.

  • Delete Checklist Item

    Delete a checklist item (subtask) from a Microsoft To Do task. This permanently removes the checklist item (this cannot be undone).

  • Permanently Delete Child Contact Folder

    Permanently deletes a child contact folder. Unlike standard DELETE, this action makes the folder permanently unrecoverable. Use when you need to ensure a child contact folder cannot be restored from deleted items.

  • Delete Child Folder Message

    Tool to delete a message from a child mail folder in Outlook. Use when removing messages from nested folder structures or cleaning up messages in subfolders.

  • Delete Contact

    Permanently deletes an existing contact, using its `contact_id` (obtainable via 'List User Contacts' or 'Get Contact'), from the Outlook contacts of the user specified by `user_id`.

  • Delete contact folder

    Tool to delete a contact folder from the user's mailbox. Use when you need to remove an existing contact folder.

  • Delete user contact folder child folder

    Tool to delete a child contact folder from a parent contact folder for a specific user. Use when removing nested contact folders from a user's mailbox.

  • Delete Contact from Folder

    Tool to permanently delete a contact from a specific contact folder. Use when removing contacts from organized folders in Outlook.

  • Permanently Delete Contact Folder

    Permanently deletes a contact folder. Unlike standard DELETE, this action makes the folder permanently unrecoverable. Use when you need to ensure a contact folder cannot be restored from deleted items.

  • Permanently Delete User Contact from Child Folder

    Tool to permanently delete a contact from a child folder for a specific user. Use when you need to ensure a contact cannot be restored from deleted items.

  • Permanently Delete Contact from Folder

    Permanently deletes a contact from a specific contact folder. Unlike standard DELETE, this action makes the contact permanently unrecoverable. Use when you need to ensure a contact in a folder cannot be restored from deleted items.

  • Permanently Delete Contact

    Permanently deletes a contact. Unlike standard DELETE, this action makes the contact permanently unrecoverable. Use when you need to ensure a contact cannot be restored from deleted items.

  • Delete contact extension

    Tool to delete a navigation property extension from a contact within a child folder. Use when removing custom extension data from a contact.

  • Delete Custom Question

    Permanently delete one custom intake question from a booking business. This operation cannot be undone.

  • Delete Customer

    Permanently delete one saved customer from a Microsoft Bookings business. This operation cannot be undone.

  • Delete DOCX

    Move one DOCX to the provider recycle bin only when its current eTag matches. This action does not bypass shared locks or checked-out state. A successful result does not guarantee permanent erasure.

  • Delete SharePoint Drive Item Permission

    Delete a sharing permission from a SharePoint drive item.

  • Delete SharePoint Drive Item Version

    Delete a SharePoint drive item version.

  • Delete Email Rule

    Delete an email rule permanently; deletion is irreversible. Confirm rule details with the user before executing. Removing a rule may alter the firing order and stop-processing behavior of remaining rules.

  • Delete event attachment

    Tool to delete an attachment from an Outlook calendar event. Use when you need to remove a file or item attachment from an existing event.

  • Delete event extension

    Tool to delete an open extension from a calendar event in a calendar group. Use when removing custom extension data that is no longer needed.

  • Permanently Delete Event

    Permanently deletes a calendar event. Unlike standard DELETE, this action makes the event permanently unrecoverable. Use when you need to ensure an event cannot be restored from deleted items.

  • Delete Folder

    Move a folder and its descendant tree to the Microsoft Graph recycle bin after verifying the item is a folder. The delete uses a caller-supplied eTag or, when none is supplied, the preflight eTag if available.

  • Delete SharePoint List

    Delete a SharePoint list.

  • Delete SharePoint List Column

    Delete a SharePoint list column definition.

  • Delete SharePoint List Content Type

    Delete a SharePoint list content type.

  • Delete SharePoint List Item

    Delete a SharePoint list item.

  • Delete Mail Folder Message

    Tool to delete a message from a specific mail folder in Outlook. Use when removing messages from a particular folder or cleaning up folder contents.

  • Delete master category

    Tool to delete a category from the user's master category list. Use when removing unused or obsolete categories from the mailbox.

  • Delete User Calendars Calendar Permission

    Tool to delete a calendar permission from a specific user's calendar. Use when revoking access to a shared calendar.

  • Delete contact extension

    Tool to delete an open extension from a contact. Use when removing custom data extensions that are no longer needed.

  • Delete user contact folder contact extension

    Tool to delete an extension from a contact in a user's contact folder. Use when removing custom extension data from a contact.

  • Delete user event extension

    Tool to delete an open extension from a user's calendar event. Use when removing custom extension data that is no longer needed.

  • Delete user event attachment

    Tool to delete an attachment from a user's Outlook event. Use when you need to remove a file or item attachment from an existing event.

  • Delete inference classification override

    Tool to delete an inference classification override for a specific sender. Use when removing custom Focused Inbox rules that were previously set.

  • Delete mail folder child folder

    Tool to delete a child mail folder from a parent mail folder. Use when removing nested mail folders from a user's mailbox.

  • Permanently Delete Child Mail Folder

    Permanently deletes a child mail folder from a parent mail folder. Unlike standard DELETE, this action makes the folder permanently unrecoverable. Use when you need to ensure a child folder cannot be restored from deleted items.

  • Delete mail folder message rule

    Tool to delete a message rule from a specific mail folder. Use when you need to remove an email automation rule from a folder.

  • Delete user message extension

    Delete user message extension

  • Delete message extension

    Tool to delete a navigation property extension from a message within a mail folder. Use when removing custom extension data from a message.

  • Delete Message Attachment

    Tool to delete an attachment from a message. Use when removing file or item attachments from messages in Outlook.

  • Delete Message

    Tool to permanently delete an Outlook email message by its message_id. Use when removing unwanted messages, cleaning up drafts, or performing mailbox maintenance.

  • Delete Message Attachment

    Delete an attachment from a message in a mail folder or its child folder.

  • Delete message extension

    Tool to delete an open extension from an Outlook message. Use when removing custom extension data that is no longer needed from a message.

  • Delete Named Item

    Permanently delete a workbook-scoped named item; this cannot be undone.

  • Delete Planner task

    Permanently delete a Microsoft Planner task using its last known ETag. Microsoft Graph rejects the deletion if the task has changed since that ETag was read.

  • Delete Presentation

    Move a PowerPoint presentation to the Microsoft Graph recycle bin. This action does not permanently erase the file. It can require a matching eTag or cTag and can send Microsoft's documented shared-lock or checkout bypass preferences.

  • Delete User Calendar Permission

    Delete a calendar permission from a user's primary calendar to revoke calendar sharing access.

  • Delete Range

    Delete worksheet cells and shift the remaining cells up or left.

  • Delete Service

    Permanently delete one service from a Microsoft Bookings business. This operation cannot be undone.

  • Delete SharePoint Site Column

    Delete a SharePoint site column definition.

  • Delete SharePoint Site Content Type

    Delete a SharePoint site content type.

  • Delete SharePoint Site Page

    Delete a SharePoint site page.

  • Delete SharePoint Site Page Section Web Part

    Delete a web part by its position in a site page section or column.

  • Delete SharePoint Site Permission

    Revoke an application (Sites.Selected) permission from a SharePoint site.

  • Delete Staff Member

    Permanently remove one staff member from a Microsoft Bookings business. This operation cannot be undone.

  • Delete Table

    Permanently delete an Excel table by its ID or name.

  • Delete Table Column

    Delete a column from a table using Microsoft Graph API.

  • Delete Table Row

    Delete a row from a table using Microsoft Graph API.

  • Delete Task

    Delete a task from a Microsoft To Do task list. WARNING: this also permanently removes the task's checklist items and linked resources.

  • Delete Task Attachment

    Permanently delete a file attachment from a Microsoft To Do task. This cannot be undone.

  • Delete Task List

    Delete a Microsoft To Do task list. WARNING: this cascades — all tasks in the list and their checklist items are permanently deleted.

  • Delete To Do task

    Tool to permanently delete a task from a Microsoft To Do task list. Use when removing a task that is no longer needed. This action cannot be undone.

  • Permanently Delete User Calendar Event

    Tool to permanently delete a calendar event from a specific user's calendar. Use when you need to ensure an event cannot be restored from deleted items.

  • Delete Contact from User's Child Folder

    Tool to delete a contact from a child folder in a user's contact folder. Use when you need to remove a contact from a specific child folder within a contact folder.

  • Delete User Child Folder Message Permanently

    Tool to permanently delete a message from a user's child mail folder in Outlook. Unlike standard DELETE, this action makes the message unrecoverable by moving it to the Purges folder in the dumpster. Use when you need to ensure a message in a nested folder cannot be restored from deleted items.

  • Permanently Delete User Event

    Tool to permanently delete a calendar event for a specified user. Use when you need to ensure an event cannot be restored from deleted items.

  • Permanently Delete User Mail Folder

    Permanently deletes a mail folder for a specific user. Unlike standard DELETE, this action makes the folder permanently unrecoverable. Use when you need to ensure a user's folder cannot be restored from deleted items.

  • Delete Workbook Range

    Deletes a range of cells from an Excel worksheet in OneDrive, shifting remaining cells up or left to fill the gap.

  • Delete SharePoint Workbook Table

    Delete a table from an Excel workbook stored in SharePoint.

  • Delete Worksheet

    Tool to delete a worksheet from the workbook. Use when cleaning up unused or temporary sheets after verifying no dependencies exist. Example: "Delete 'Sheet2' after review."

  • Discard SharePoint Drive Item Checkout

    Discard SharePoint Drive Item Checkout.

  • Dismiss user calendar event reminder

    Tool to dismiss a reminder for a specific event in a user's calendar. Use when you need to turn off or remove a reminder alert for an event in a specific user's calendar.

  • Dismiss event reminder

    Dismiss a reminder for a specific event in the signed-in user's or specified user's default calendar.

  • Dismiss user calendar group event reminder

    Tool to dismiss a reminder for an event in a user's calendar within a calendar group. Use when you need to turn off a reminder for an event in a specific user's calendar group.

  • Dismiss user event reminder

    Tool to dismiss a reminder for a specific user's calendar event. Use when you need to turn off or remove a reminder alert for an event in a user's calendar.

  • Download channel message hosted content

    Download one raw hosted-content item from a Teams channel message.

  • Download chat message hosted content

    Download one raw hosted-content item from a Teams chat message.

  • Download SharePoint Drive Item By Path

    Download a SharePoint drive item by path. The file is streamed to the file backend and the response returns a downloadable file, so large files are handled without exhausting memory.

  • Download SharePoint Drive Item Version

    Download the binary content of an earlier (non-current) version of a file in a SharePoint document library. The version's bytes are streamed to the file backend and returned as a downloadable file, so large files are handled without exhausting memory. To download the current version's content use the download drive item action; to read a version's metadata (without its content) use the get drive item version action.

  • Download a file

    Downloads a file from a user's OneDrive using its item ID, which must refer to a file and not a folder. Response contains a content object with the downloaded file, MIME type, and name; raw file data is not returned directly. Parsing content from Excel, Word, PDF, or other formats requires additional tooling. The downloaded file can be passed to downstream tools such as OUTLOOK_SEND_EMAIL or OUTLOOK_CREATE_DRAFT.

  • Download file by path

    Downloads the contents of a file from OneDrive by its path. The API returns a 302 redirect to a pre-authenticated download URL. Use when you know the file path but not the item ID.

  • Download group post attachment

    Download raw file content or item-attachment MIME content from a Microsoft 365 group conversation post. Reference attachments are not supported.

  • Download item as format

    Tool to download the contents of a driveItem converted to a specific format (e.g., PDF or HTML). Use when you need to convert Office documents to PDF or Loop/Fluid files to HTML before downloading. Supports accessing items by item_id or by path, and can target specific drives via drive_id.

  • Download Item Thumbnail

    Download thumbnail image bytes for a DriveItem identified by item ID.

  • Download Drive Item Version Content

    Tool to download the contents of a specific previous version of a drive item (file). Returns the actual file content. Note: You cannot download the current version using this endpoint - it only works for previous versions.

  • Download Presentation

    Download a PowerPoint file in its original format or export it as PDF or JPG. Export conversion is not presentation editing and accepts source files up to 2 MB.

  • Download Presentation Version

    Verify that the selected DriveItem is a PPTX, then download one retained previous version as a bounded PPTX file. Non-PPTX items are rejected before content download. Use LIST_PRESENTATION_VERSIONS to obtain a version ID, but do not use its first newest/current entry: Microsoft Graph refuses current-version content here. Use DOWNLOAD_PRESENTATION for the current version.

  • Download profile photo

    Download the signed-in user's profile-photo bytes at a fixed size.

  • Download shared drive item

    Download file content addressed by a Microsoft Graph share token or encoded sharing URL.

  • Download Task Attachment

    Download one file attached to a Microsoft To Do task. The file is offloaded to storage and returned as a downloadable reference rather than inline base64.

  • Download Thumbnail by Path

    Download thumbnail image bytes for a path-addressed item in the current user's OneDrive.

  • Download Workbook

    Download an Excel workbook in its original file format.

  • Edit DOCX

    Atomically edit literal text, paragraphs, independent Latin/non-complex and complex-script run formatting, lists, rectangular tables including plain cells and rows outside merged regions, uploaded inline PNG/JPEG images, semantic comments, tracked text changes, revision acceptance or rejection, safe external hyperlinks, paired footnotes, section headers or footers, and explicit page breaks in a DOCX. Targets are semantic locators from READ_DOCX and remain valid only for its eTag. The complete package is validated before one guarded replacement upload.

  • Calculate Excel Workbook

    Calculate Excel Workbook

  • Copy Drive Item

    Create a non-destructive asynchronous copy of a file or folder. Metadata and permissions are not copied; the new item inherits destination-folder permissions. Version history is copied only when explicitly requested.

  • Create Folder

    Create a folder under a parent Microsoft Graph drive item.

  • Create Upload Session

    Create a resumable upload session at a drive-root path.

  • Delete Drive Item

    Move a OneDrive or SharePoint drive item to the recycle bin by item ID.

  • Get Drive Item

    Retrieve OneDrive or SharePoint drive item metadata by exact ID or path.

  • List Drive Item Children

    Tool to list immediate children (files/folders) of a folder DriveItem using driveId and itemId. Returns an array of child DriveItems with stable identifiers and pagination support.

  • List Drive Item Versions

    List retained versions of a OneDrive or SharePoint workbook file.

  • List Site Lists

    List SharePoint lists in a known Microsoft Graph site. Use site search first when the site ID is unknown. The action exposes projection and page controls but does not automatically follow the returned next link.

  • List Workbook Tables

    List tables across a workbook without requiring a worksheet identifier.

  • Search Sites

    Search SharePoint sites by free-text query for workbook discovery.

  • Update Drive Item

    Rename, move within the same drive, or update client timestamps for a DriveItem by stable ID.

  • Update Table Column Range

    Update raw values in a table column's data-body cells by zero-based index.

  • Execute Microsoft Graph Batch

    Execute a Microsoft Graph JSON batch request.

  • Export DOCX to PDF

    Convert a DOCX of at most 2 MB to PDF through Microsoft Graph and return a temporary file reference. The provider's preauthenticated redirect URL is followed internally and is never returned.

  • Export Workbook to PDF

    Export an Excel workbook to PDF using Microsoft Graph format conversion, returning a download URL. Optionally save the converted PDF to a path in the selected drive.

  • Extract SharePoint Drive Item Sensitivity Labels

    Extract the Microsoft Purview sensitivity labels currently applied to a SharePoint drive item.

  • Find DOCX files

    Browse one folder or search a drive for DOCX files. Browse pages also return folders for navigation. Search results can be eventually consistent; use a direct read action when authoritative current state is required.

  • Find Presentations

    List a folder or search a drive and return only PowerPoint files. Omit search_text to browse folder_id; provide it to search the full drive. A page can contain no matching files while has_more remains true.

  • Find SharePoint sites

    Find accessible SharePoint sites by keyword, or resolve one known hostname and site path to its site ID.

  • Follow Drive Item

    Tool to follow a driveItem (file or folder) in OneDrive or SharePoint. Use when you need to add an item to the user's followed items list for tracking updates.

  • Follow SharePoint Sites

    Follow one or more SharePoint sites for a user.

  • Get Microsoft Word account context

    Return the signed-in Microsoft identity and primary OneDrive identifiers needed to start OneDrive DOCX work. Microsoft Graph documents that GET /me/drive automatically provisions OneDrive when the delegated user is licensed but does not yet have a drive.

  • Get All SharePoint Sites

    Enumerate SharePoint sites across geographies in the organization using application permissions; delegated user authentication is not supported.

  • Get Excel Application

    Get Excel Application

  • Get Appointment

    Get one booking appointment, including its service, customers, assigned staff, attendee counts, and UTC start and end times.

  • Get Booking Business

    Get the complete configuration and publication state of one shared booking business.

  • Get event from calendar

    Tool to retrieve a specific event from a specified calendar. Use when you need to get details of an event that belongs to a specific calendar in the user's mailbox.

  • Get calendar event attachment

    Tool to retrieve a specific attachment from an event within a calendar. Use when you need to access attachment content from a calendar event.

  • Get calendar from event

    Tool to retrieve the parent calendar that contains a specific event. Use when you need to get calendar details for a specific event in a calendar.

  • Get calendar from calendar group

    Tool to retrieve a specific calendar from a calendar group in Microsoft Outlook. Use when you need to get details of a calendar that belongs to a specific calendar group.

  • Get calendar group

    Retrieve the properties of a specific Outlook calendar group by its ID, with optional property selection.

  • Get event extension

    Retrieve an open extension's identifiers and metadata from an event in a specified calendar group and calendar. The response does not include arbitrary custom extension data.

  • Get User Calendar Group Schedule

    Retrieve free/busy availability for specified users, distribution lists, or resources over a time period using a user's calendar within a calendar group.

  • Get user calendar permission

    Retrieve a specific permission for a user's default calendar, including the recipient or delegate and permission level.

  • Get user calendar permission

    Tool to retrieve a specific calendar permission from a user's calendar. Use when you need to check who has access to a specific user's calendar and their permission level.

  • Get Calendar Schedule

    Tool to get free/busy schedule information for users, distribution lists, or resources. Use when you need to check availability for specific people or resources during a time period.

  • Get call operation

    Tool to get a specific commsOperation for a call. Use to check the status of long-running call operations.

  • Get Teams channel message

    Retrieves a specific message from a Microsoft Teams channel using its Team, Channel, and Message IDs.

  • Get channel message reply

    Tool to retrieve a single reply to a message in a channel. Use when you need to get details of a specific reply message.

  • Get chart

    Get chart

  • Get Chart Axis

    Tool to retrieve a specific axis from a chart. Use when you need properties like min, max, interval, and formatting of the chart axis.

  • Get chart component

    Retrieve one Excel chart component: chart title, axis title, supported gridlines, axis font, or supported line format.

  • Get Chart Data Labels

    Tool to retrieve the data labels object of a chart. Use when you need to inspect label settings like position, separator, and visibility flags after creating or updating a chart.

  • Get chart image

    Render an Excel chart as a base64-encoded image.

  • Get Chart Legend

    Tool to retrieve the legend object of a chart. Use after creating or updating a chart when you need to inspect legend visibility and formatting.

  • Get chart point

    Get chart point

  • Get chart series

    Get chart series

  • Get chat

    Tool to retrieve a single chat by ID. Use when you need to get details about a specific chat.

  • Get chat member

    Tool to get a specific conversation member from a Microsoft Teams chat. Use when you need details about a specific chat participant.

  • Get Checklist Item

    Get a single Microsoft To Do checklist item (subtask) by its id, within a task in a task list.

  • Get child folder message

    Tool to retrieve a specific email message from a child mail folder. Use when you need to access a message in a nested folder hierarchy.

  • Get child folder message MIME content

    Tool to get the MIME content of a message from a child mail folder. Use when you need to download the raw MIME format of an email message for analysis or archival.

  • Get child mail folder

    Tool to retrieve a specific child mail folder from a parent mail folder. Use when you need details about a specific subfolder within a folder hierarchy.

  • Get Comment

    Retrieve one workbook comment by its exact ID.

  • Get Comment Reply

    Retrieve one reply to a workbook comment by its exact ID.

  • Get contact extension

    Retrieves an open extension from a contact in a specified contact folder in Microsoft Graph. The response contains extension identification metadata, not the extension's custom data fields.

  • Get contact folder

    Tool to retrieve a specific contact folder by ID. Use when you need details about a particular contact folder in the user's mailbox.

  • List user contact folders

    Tool to retrieve contact folders from a specific user's mailbox. Use when you need to list or browse contact folders for a given user.

  • Get contact from folder

    Tool to retrieve a specific contact from a contact folder by its ID. Use when you need to access contact details from a specific folder rather than the default contacts location.

  • Get contact photo metadata

    Retrieve dimensions and optional media metadata for a contact's photo.

  • Get SharePoint Content Type Column

    Get a single column of a SharePoint site or list content type.

  • Get SharePoint Content Type Published Status

    Check whether a SharePoint content type is published to the content type hub.

  • Get Booking Currency

    Get one Microsoft Bookings currency by its ISO currency code.

  • Get Current Drive

    Return the signed-in user's default OneDrive ID and basic owner, type, and quota details. Use the drive ID to target other accessible-drive actions explicitly.

  • Get Custom Question

    Get one custom intake question, including its answer type and available choices.

  • Get Customer

    Get one saved customer and their contact details from a booking business.

  • Get day note

    Tool to retrieve a specific day note from a team's schedule. Use when you need to view notes for a specific date in a team's schedule.

  • Get SharePoint Default Drive

    Get the default document library drive for a SharePoint site.

  • Get Derived Range

    Return a range derived from another range by navigation or geometry.

  • Get drafts mail folder

    Tool to get the drafts mail folder. Use when you need to retrieve details about the drafts folder such as item counts and folder ID.

  • Get SharePoint Drive Item Analytics

    Get item analytics for a SharePoint drive item.

  • Get Drive Item List Fields

    Get SharePoint list-item column values associated with a drive item.

  • Get SharePoint Drive Item Permission

    Get a single sharing permission on a SharePoint drive item.

  • Get SharePoint Drive Item Retention Label

    Get metadata for the retention label applied to a SharePoint drive item.

  • Get SharePoint Drive Item Version

    Get a specific SharePoint drive item version.

  • Get SharePoint Drive Backing List

    Get the SharePoint list that backs a document-library drive.

  • Get event attachment

    Retrieve a specific attachment from an Outlook calendar event by attachment ID. The response includes attachment details and, for file attachments, may include base64-encoded content.

  • Get event calendar from calendar group

    Tool to retrieve the calendar that contains a specific event within a calendar group. Use when you need to get calendar details for an event in a calendar group.

  • Get channel files folder

    Tool to get the files folder (DriveItem) metadata for a specific channel in a Microsoft Teams team. Use when you need to access file storage information for a channel.

  • Get Microsoft Graph group

    Retrieve a Microsoft Graph group by ID.

  • Get Microsoft 365 group calendar

    Retrieve metadata for a Microsoft 365 group's default calendar using delegated work or school account access.

  • Get group calendar event

    Retrieve one Microsoft 365 group calendar event by ID.

  • Get Microsoft 365 group details

    Retrieve a Microsoft 365 group and optionally select properties.

  • Get Microsoft 365 group event

    Retrieve one calendar event owned by a Microsoft 365 group using delegated access.

  • Get group OneNote operation status

    Retrieves the status of a long-running OneNote operation for a group. Use this action when you need to check whether a copy or sync operation (e.g., CopyNotebook, CopyToNotebook, CopyToSectionGroup, CopyToSection) has completed, failed, or is still in progress.

  • Get group OneNote page content

    Retrieves the raw HTML content of a OneNote page owned by a group.

  • Get group post attachment

    Retrieve one attachment from a Microsoft 365 group conversation post using delegated access.

  • Get Group Root Site

    Get the root SharePoint team site associated with a Microsoft 365 group.

  • Get inference classification

    Tool to get inference classification settings for the authenticated user. Use when you need to retrieve the Focused Inbox configuration and sender-specific overrides that determine message classification.

  • Get Item by Path

    Retrieve OneDrive or SharePoint driveItem metadata by drive-relative path.

  • Get SharePoint List

    Get a SharePoint list by ID or display name.

  • Get SharePoint List Column

    Get a SharePoint list column definition.

  • Get SharePoint List Content Type

    Get a SharePoint list content type.

  • Get SharePoint List Drive

    Get the document-library drive associated with a SharePoint list.

  • Get SharePoint List Item

    Get a SharePoint list item.

  • Get List Item Drive Item

    Get the drive item associated with a SharePoint document-library list item.

  • Get SharePoint List Item Fields

    Get field values for a SharePoint list item.

  • Get SharePoint List Item Version

    Get a specific SharePoint list item version.

  • Get mail folder

    Retrieve one Outlook mail folder by opaque ID or well-known name, optionally selecting only needed metadata such as display name and item counts. Supports the signed-in mailbox or an explicit user mailbox. Use OUTLOOK_LIST_MAIL_FOLDERS to discover top-level IDs and OUTLOOK_LIST_CHILD_MAIL_FOLDERS for nested IDs.

  • Get mail folder message

    Tool to retrieve a specific message from a mail folder by its ID. Use when you need to fetch full message details including subject, body, sender, recipients, timestamps, and other metadata from a specific mail folder.

  • Get user mail folder message rule

    Tool to retrieve a specific message rule from a user's mail folder. Use when you need details about an email rule in a particular user's folder.

  • Get mailbox settings

    Tool to retrieve mailbox settings. Use when you need to view settings such as automatic replies, time zone, and working hours for the signed-in or specified user.

  • Get master categories

    Tool to retrieve the user's master category list. Use when you need to get all categories defined for the user.

  • Get master category

    Tool to retrieve properties of a specific category from the user's master category list. Use when you need details about a specific category.

  • Get user's default calendar

    Retrieve properties of the default calendar for the signed-in user or a specified user.

  • Get user child contact folder

    Tool to retrieve a specific child contact folder for a user by ID. Use when you need details of a child folder nested within a parent contact folder for a specific user.

  • Get contact from child folder

    Tool to retrieve a specific contact from a nested child folder within a contact folder. Use when you need contact details from a child folder.

  • Get contact photo

    Tool to get the binary media content of a contact's profile photo. Use when you need to download or retrieve a contact's picture.

  • Get user contact extension

    Retrieve the identifying metadata of a specific open extension on a user's contact.

  • Get user event attachment

    Tool to retrieve a specific attachment from a user's calendar event. Use when you need to access attachment details including content from a specific user's event.

  • Get event calendar

    Tool to retrieve the calendar that contains a specific event. Use when you need to get calendar details for an event.

  • Get message extension

    Retrieve identifying details for a specific extension on a message in a user's mail folder. The response does not retain arbitrary custom extension properties.

  • Get message MIME content

    Tool to get the MIME content of a message. Use when you need to download the raw MIME format of an email message for analysis or archival.

  • Get user outlook

    Tool to retrieve the outlookUser object for a specified user. Use when you need to access the Outlook services entity for a user.

  • Get OneNote resource content by ID

    Retrieves the binary content of a OneNote resource by ID from the signed-in user's notebooks. The content is returned as a base64-encoded string, along with the content type and length when available.

Built for the way you actually work

No code, no engineers

Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.

Sounds like you, not like a bot

Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.

Plugs into the stack you already use

No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.

Your data stays yours

Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.

What you can do once Microsoft 365 is connected

Onboard new clients without lifting a finger

When someone signs up, your AI greets them, sets up their next step in Microsoft 365, and keeps the momentum going — even at 2am.

Reply to leads in seconds, not days

Your AI watches Microsoft 365 for new inquiries, answers questions in your voice, and books the call before they cool off.

Get your weekends back

Hand off the repetitive Microsoft 365 work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.

How to connect Microsoft 365 to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find Microsoft 365 in your connected apps

    Inside FormWise, open Connectors and look for Microsoft 365.

  3. 3

    Hit "Connect"

    Click "Connect Microsoft 365" and log in like you normally would. We only ask for the permissions your AI actually needs.

  4. 4

    Tell your AI what to do in Microsoft 365

    Build a quick AI Agent (it's like writing instructions, not code), and pick the Microsoft 365 actions you want your AI to handle.

  5. 5

    Watch it run

    Send it a real-world task and watch your AI take care of Microsoft 365 for you. Tweak the wording until it feels just right.

Powered by the AI you already trust

Your Microsoft 365 workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.

  • OpenAI
  • Anthropic Claude
  • Google Gemini

Questions other Microsoft 365 users had before signing up

Do I need to know how to code?

Not even a little. If you can use Microsoft 365 today, you can set this up. You'll connect Microsoft 365, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.

Will my clients know they're talking to an AI?

Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.

Can I make it sound like me?

Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.

What if I want to take over a conversation?

You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.

Is my client data safe?

Yes. Your Microsoft 365 login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Microsoft 365 or delete everything any time.

What happens when Microsoft 365 updates their app?

We handle it. When Microsoft 365 adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.

How fast can I actually get this running?

Most people are up and running the same day they sign up. Connecting Microsoft 365 takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.

What is FormWise?

FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Microsoft 365 — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.

Can I sell AI agents to my clients?

Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.

Can I embed my AI on my website or in my course?

Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.

Do I need to know anything about AI to use this?

No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.

About Microsoft 365 on FormWise

Microsoft 365 combines Outlook, OneDrive, OneNote, Teams, SharePoint, Excel, Word, PowerPoint, To Do, and Bookings through Microsoft Graph.

Connect Microsoft 365 once and your FormWise AI gets 1166 things it can do inside it. That means your AI can handle the Microsoft 365 work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.

You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.

New to Microsoft 365? Take a look at www.microsoft.com/microsoft-365.

Stop doing the Microsoft 365 work yourself

Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.