Microsoft 365 AI Agents: Outlook & SharePoint

Microsoft 365: Outlook, SharePoint & OneDriveFor most organisations the documents an AI agent needs are already in SharePoint and OneDrive, and the requests arrive in Outlook. ATX Agent Hub connects to all three, so agents can answer from the right documents and act where the work already happens.

What you can do

Outlook: Microsoft 365 mail and calendar
SharePoint: documents and list management, and documents indexed into a knowledge base for RAG answers with citations
OneDrive: cloud file storage
Generic SMTP / IMAP for any other mail system

How to connect Microsoft 365: Outlook, SharePoint & OneDrive

Store the Microsoft 365 credentials in the project's credential vault.
Add Outlook, SharePoint or OneDrive nodes to a workflow on the visual canvas.
Index SharePoint documents into a knowledge base, and put a human-approval node before anything is sent.

Security and governance

Credentials are kept in the encrypted, project-scoped credential vault
Role-based access per project decides who can run, approve or audit a workflow

Related guides

More integrations

Glossary terms on this page

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