Add Microsoft Planner to your AI agent
Microsoft Planner is a collaborative work management application for creating and organizing plans, buckets, tasks, assignments, checklists, and rosters through Microsoft Graph
- Things your agent can do in Microsoft Planner
- 46
Things your AI can do in Microsoft Planner
Your FormWise AI can handle any of these in Microsoft Planner — on its own, without you needing to click a button.
Beta: Add Roster Member
Beta, non-production API: add a same-tenant user with full control to a Planner roster. Microsoft Graph beta can change without notice.
Beta: Assign Roster Sensitivity Label
Beta, non-production API: assign or change a roster sensitivity label using the latest roster ETag. Tenant label policy can reject the request, and Microsoft Graph beta can change without notice.
Beta: Create Roster
Beta, non-production API: create an empty Planner roster. Microsoft Graph beta can change without notice, and an empty roster is automatically deleted after 24 hours if no plan is added.
Beta: Create Roster Plan
Beta, non-production API: create the single plan contained by a Planner roster. Roster containers and this route behavior can change without notice.
Beta: Delete Roster
Beta, non-production API: permanently delete a Planner roster and cascade-delete its contained plan and tasks. Microsoft Graph beta can change without notice.
Beta: Get Roster
Beta, non-production API: get a Planner roster and its current ETag. Microsoft Graph beta can change without notice.
Beta: Get Roster Member
Beta, non-production API: get one Planner roster member. This action intentionally omits $select because it caused a live Microsoft Graph beta provider failure while the unfiltered read succeeded.
Beta: List Roster Members
Beta, non-production API: list one page of members with full control of a Planner roster. Microsoft Graph beta can change without notice.
Beta: List Roster Plans
Beta, non-production API: list one page containing the plan in a Planner roster. A roster can contain at most one plan, and Microsoft Graph beta can change without notice.
Beta: List User Roster Plans
Beta, non-production API: list one page of plans in rosters of which a specified user is a member. Only the explicit-user route is documented, and Microsoft Graph beta can change without notice.
Beta: Remove Roster Member
Beta, non-production API: remove a roster member. Removing the last member can delete the roster, its plan, and its tasks. Microsoft Graph beta can change without notice.
Create Bucket
Create an ordered bucket in a Microsoft Planner plan.
Show 34 more things it can do
Create Plan
Create a basic Planner plan in a Microsoft 365 group the connected user belongs to.
Create Task
Create a Planner task with optional bucket placement, assignments, categories, dates, progress, and priority.
Delete Bucket
Delete a Microsoft Planner bucket using its latest ETag.
Delete Plan
Permanently delete a Planner plan using its latest ETag.
Delete Task
Delete a Planner task using its latest core-resource ETag.
Get Assigned To Board Format
Get a task's per-assignee and unassigned ordering hints for the Assigned To board, plus its format-specific ETag.
Get Bucket
Get one Microsoft Planner bucket and its current resource ETag.
Get Bucket Board Format
Get a task's ordering hint for the bucket board and the format-specific ETag.
Get Plan
Get one basic Planner plan and its current resource ETag.
Get Plan Details
Get a plan's 25 category labels, shared-user dictionary, and details-specific ETag.
Get Planner Entry Point
Return the Microsoft Graph Planner entry-point metadata; this documented singleton has no Planner data properties.
Get Progress Board Format
Get a task's ordering hint for the progress board and the format-specific ETag.
Get Task
Get a Planner task's complete core resource, including assignments, applied categories, progress, counts, identities, and its current core-resource ETag.
Get Task Details
Get a task's separately versioned description, checklist, external references, preview mode, and task-details ETag.
List Bucket Tasks
List one page of tasks currently associated with a Microsoft Planner bucket.
List Buckets by Plan
List one page of buckets through the root Planner collection using the live-verified planId filter grammar. Follow next_cursor even when items is empty.
List Drive Creator Plans
Call the documented drive-root creator traversal to list one page of that user's shared Planner plans. This exact route returned Microsoft Graph HTTP 500 during live probing, so prefer List My Plans when applicable.
List Group Plans
List one page of basic Planner plans owned by a Microsoft 365 group.
List My Assigned Tasks
List one page of Planner tasks assigned to the connected work or school user.
List My Plans
List one page of Planner plans shared with the connected work or school user.
List Plan Buckets
List one page of buckets in a Planner plan.
List Plan Tasks
List one page of tasks in a Planner plan.
List Plans by Owner
List one page of basic Planner plans owned by one Microsoft 365 group using the live-verified owner filter grammar.
List Tasks by Plan
List one page of Planner tasks through the root collection using the live-verified planId filter grammar.
List User Assigned Tasks
List one page of Planner tasks assigned to a specified work or school user.
List User Plans
List one page of Planner plans shared with a specified work or school user.
Update Assigned To Board Format
Update a task's ordering hints on the Assigned To board using that format resource's latest ETag.
Update Bucket
Change a bucket's name or board order using its latest ETag.
Update Bucket Board Format
Update a task's ordering hint on the bucket board using that format resource's latest ETag.
Update Plan
Change a plan title using its latest ETag and return the updated representation by default.
Update Plan Details
Update any of a plan's 25 category labels or shared users using the plan-details ETag.
Update Progress Board Format
Update a task's ordering hint on the progress board using that format resource's latest ETag.
Update Task
Update any documented writable core task fields, including assignments, categories, dates, progress, priority, or bucket, using the latest task ETag.
Update Task Details
Update a task's description, preview mode, checklist items, or external references using the separately versioned task-details ETag.
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 Planner is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Microsoft Planner, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Microsoft Planner 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 Planner work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Microsoft Planner to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Microsoft Planner in your connected apps
Inside FormWise, open Connectors and look for Microsoft Planner.
- 3
Hit "Connect"
Click "Connect Microsoft Planner" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Microsoft Planner
Build a quick AI Agent (it's like writing instructions, not code), and pick the Microsoft Planner actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Microsoft Planner for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Microsoft Planner 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 Planner users had before signing up
Do I need to know how to code?
Not even a little. If you can use Microsoft Planner today, you can set this up. You'll connect Microsoft Planner, 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 Planner 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 Planner or delete everything any time.
What happens when Microsoft Planner updates their app?
We handle it. When Microsoft Planner 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 Planner 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 Planner — 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 Planner on FormWise
Microsoft Planner is a collaborative work management application for creating and organizing plans, buckets, tasks, assignments, checklists, and rosters through Microsoft Graph
Connect Microsoft Planner once and your FormWise AI gets 46 things it can do inside it. That means your AI can handle the Microsoft Planner 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 Planner? Take a look at planner.cloud.microsoft.
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Stop doing the Microsoft Planner 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.