Microsoft 365 Integration
Connect Outlook, Word, Excel, OneDrive, and Teams through Polaris AI
Microsoft 365 Integration
Connect your Microsoft 365/Office 365 account to manage emails, documents, spreadsheets, and team collaboration.
What You Can Do
Outlook
- Send and manage emails
- Read and search messages
- Attach files from OneDrive
- Organize with folders
- View calendar
Word & Documents
- Create documents
- Edit content
- Share with team
- Add comments
Excel & Spreadsheets
- Create spreadsheets
- Add calculations
- Import data
- Create charts
OneDrive
- Store and manage files
- Share files
- Sync across devices
Teams
- Send messages
- Schedule meetings
- Manage channels
- Get notifications
Connecting Microsoft 365
Open Settings
Click Settings icon.
Go to Integrations
Click Integrations tab.
Connect Microsoft 365
Click [Connect Microsoft 365] or select specific apps:
- Outlook
- Word/Documents
- Excel/Spreadsheets
- OneDrive
- Teams
Authorize
Sign into your Microsoft account and grant permissions.
Done
All selected Microsoft 365 apps connected!
Outlook Email
Send Emails
You: "Send an email to john@company.com about the meeting"
Polaris AI: [Creates email through Outlook]
[Shows preview]
You: [Confirm]
Result: Email sent via OutlookCheck Email
You: "Show me unread emails"
Polaris AI: [Lists unread from Outlook inbox]
You: "Search for emails from Sarah"
Polaris AI: [Shows Sarah's emails]Manage Inbox
You: "Archive old emails"
Polaris AI: Archived
You: "Mark as spam emails from sender@spam.com"
Polaris AI: Marked as spamMicrosoft Word & Documents
Create Documents
You: "Create a Word document called 'Project Proposal'"
Polaris AI: [Creates document]
You: "Add agenda and timeline sections"
Polaris AI: [Adds content]
Result: Document created!Share Documents
You: "Share the proposal with john@company.com"
Polaris AI: [Sets permissions, shares]
Result: John can access documentMicrosoft Excel & Spreadsheets
Create Spreadsheets
You: "Create an Excel spreadsheet for Q1 budget"
Polaris AI: [Creates spreadsheet]
You: "Add revenue and expense columns"
Polaris AI: [Adds structure]
Result: Spreadsheet ready!Data Operations
You: "Import this CSV data"
[Attach CSV file]
Polaris AI: [Imports into Excel]
You: "Create a chart of the data"
Polaris AI: [Generates chart]OneDrive File Storage
Upload & Manage
You: "Upload this file to OneDrive"
[Attach file]
Polaris AI: [Uploads to cloud]
Result: File backed upFile Sharing
You: "Share this file with the team"
Polaris AI: [Creates share link]
Result: Shareable link createdMicrosoft Teams
Send Messages
You: "Send a message to John on Teams"
Polaris AI: [Sends message]
Result: Message deliveredSchedule Meetings
You: "Schedule a Teams meeting with the group"
Polaris AI: [Creates meeting with Teams link]
Result: Meeting scheduledMulti-Service Workflows
Email + Document
You: "Create a Word doc and email it to the team"
Polaris AI:
1. Creates document
2. Sends via Outlook
Result: Done!Spreadsheet + Teams
You: "Create an Excel budget, share with team, and announce on Teams"
Polaris AI:
1. Creates spreadsheet
2. Shares via OneDrive
3. Posts to Teams channel
Result: Team notified!Examples
Outlook
"Send an email about tomorrow's meeting"
"Find emails from the team this week"
"Archive old emails from 2023"
"Mark this email as important"Word
"Create a proposal document"
"Make this document more professional"
"Share with john@company.com and mary@company.com"Excel
"Create a sales tracking spreadsheet"
"Add formulas to calculate totals"
"Create a chart showing monthly trends"OneDrive
"Upload my report to cloud storage"
"Share the file with editing access"
"Sync files across devices"Teams
"Send a message to the team about the project"
"Schedule a Teams call for Tuesday"
"Announce the update in the general channel"Pro Tips
Use Outlook like Gmail — All email functions work similarly
Create from templates — Ask for document templates
Collaboration — Share documents and collaborate in real-time
Sync automatically — OneDrive syncs across all devices
Teams integration — Announcements post directly to channels
Batch operations — Manage multiple documents at once
Trouble shooting
Connection issues?
- Reconnect Microsoft account
- Check permissions in Microsoft admin
- Verify Microsoft 365 subscription active
Can't send email?
- Verify recipient email address
- Check Outlook isn't backed up
- Reconnect if needed
File sync issues?
- Ensure adequate OneDrive storage
- Check internet connection
- Refresh OneDrive sync
FAQ
Q: Can I use both Google and Microsoft? A: Yes! Connect both and use whichever you prefer.
Q: Can I migrate from Google to Microsoft? A: Yes, manually or use Microsoft migration tools.
Q: Can multiple people edit? A: Yes, Word and Excel support real-time collaboration.
Q: Is data synced across devices? A: Yes, OneDrive keeps everything in sync.
Q: Can I access from mobile? A: Yes, Microsoft 365 works on phones and tablets.
Next: Explore Use Cases & Examples →