AIP Use Case: M365 AI Agent

M365 AI Agent brings conversational automation to your Microsoft 365 suite, enabling employees to work faster across Outlook, Teams, SharePoint, OneDrive, and Excel without juggling multiple interfaces. Through simple natural language, users can draft and triage emails, schedule and summarize meetings, organize documents, update spreadsheets, and produce status reports—directly within their daily flow of work.

Operating on QueryPie’s AI Platform (AIP) with Model Context Protocol (MCP) integrations, the agent connects securely to Microsoft 365 services and executes multi-step workflows with consistent governance. It can summarize Teams meetings from transcripts, generate action items, attach relevant SharePoint documents, and distribute updates via email or channel posts—all in one request. Administrators maintain centralized control, while teams benefit from faster turnaround and fewer manual steps.

Key capabilities include:

• Email and calendar automation

  • Draft, summarize, and categorize emails; schedule meetings; and send follow-ups from natural language prompts

• Meeting assistance

  • Generate agendas, capture notes and decisions, extract action items, and post summaries to Teams channels

• Document and knowledge operations

  • Create, organize, and update files in SharePoint/OneDrive with smart metadata and links

• Spreadsheet and reporting

  • Pull data into Excel, transform tables, generate charts, and publish recurring reports

• Cross-app orchestration

  • Chain Outlook, Teams, SharePoint, and Excel actions into a single conversational workflow

This use case demonstrates how organizations can unlock practical, day-to-day productivity across Microsoft 365 with AI agents—reducing context switching, elevating communication quality, and accelerating reporting cycles—while maintaining centralized governance and auditable execution within QueryPie AIP.