Platform integration
AI Integration Consultant for Microsoft 365
As an AI integration consultant for Microsoft 365, we set up Copilot, Teams, Outlook and SharePoint so AI drafts, summarises and automates your daily admin.
What you can connect
What this platform connects to
- Outlook email and calendar
- Teams chat, calls and meetings
- Word, Excel and PowerPoint
- SharePoint and OneDrive document libraries
- Power Automate flows and external apps
Common builds
Workflows we build on this platform
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Copilot drafting and summarising long email threads
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Meeting notes and action points from Teams calls
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Document templates filled from SharePoint data
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Approval flows routed through Teams
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Inbox triage that flags and sorts priority messages
In practice
An example automation
When a Teams meeting ends, Copilot writes the summary and action points, saves them to SharePoint and raises a task for each owner in Planner.
- Teams meeting ends
- Copilot writes summary
- Saved to SharePoint
- Tasks raised for owners
Risks and data considerations
- Copilot respects existing Microsoft 365 permissions, so we tidy access first
- Sensitive sites and libraries can be excluded from AI prompts
- We keep a record of which flows touch customer or staff data
When to choose this platform
Choose Microsoft 365 when your business already lives in Outlook, Teams and SharePoint and you want AI inside those tools. To connect apps beyond Microsoft add Zapier, or use OpenAI directly for custom models.
Compare with other platforms
Related services
Industries we help
FAQs
Frequently asked questions
Is Microsoft Copilot worth the licence cost?
It depends on how much time your team spends in email, documents and meetings. For admin-heavy teams the drafting and summarising usually pays back quickly, and we help you measure that during the audit before you commit.
Will Copilot expose data it should not see?
Copilot only reaches content a user already has permission to open, so the real risk is loose existing permissions. We review and tighten SharePoint and Teams access before switching AI features on.
Can we automate tasks across Microsoft 365 without code?
Yes. Power Automate handles most flows with no code, from approvals to file routing. For anything more complex we connect it to other tools or build a custom integration.
How is this different from ChatGPT?
ChatGPT is a general assistant you visit separately, while Copilot works inside the Microsoft apps and files your team already uses. Many businesses use both, and we can advise which fits each task.
Find the 3 manual tasks costing your business the most
Book a free AI Workflow Leak Audit. We review where leads, time and follow-ups slip through the cracks, then show you the quickest practical win.