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Integrations

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 Outlook

Check 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 spam

Microsoft 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 document

Microsoft 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 up

File Sharing

You: "Share this file with the team"

Polaris AI: [Creates share link]

Result: Shareable link created

Microsoft Teams

Send Messages

You: "Send a message to John on Teams"

Polaris AI: [Sends message]

Result: Message delivered

Schedule Meetings

You: "Schedule a Teams meeting with the group"

Polaris AI: [Creates meeting with Teams link]

Result: Meeting scheduled

Multi-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.


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