AI agents for Microsoft 365
A Monmo agent works across Microsoft 365 the way an assistant with your work account would. It reads Outlook and Microsoft Teams to tell you what needs you, finds the right version of a file in OneDrive or SharePoint, drafts Word documents, builds Excel and PowerPoint packs and turns meetings into tasks. It asks before it sends, posts, shares, moves or deletes anything.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in Microsoft 365
One list of what needs you today
At 7:30 each weekday it reads new Outlook mail, Teams mentions and today's calendar, and gives you one list of what needs a decision, each item linked to the message, chat or meeting it came from.
AskEvery weekday at 7:30, give me one list from Outlook, Teams and my calendar of what needs me today.
Find the latest version of a file
Describe a document and it searches the OneDrive folders and SharePoint sites your account can open, compares the copies and tells you which is latest, who edited it last and where it lives.
AskFind the newest version of the Northwind statement of work. There are copies in SharePoint and in my OneDrive.
Turn a meeting into tasks
After a meeting it reads the notes and the transcript when one is saved, and proposes tasks in Microsoft Planner or Microsoft To Do with an owner and a date. The tasks are created once you approve.
AskFrom this morning's planning meeting, propose Planner tasks for the Launch plan with owners and due dates.
Draft a Word document from what you already have
Point it at a folder and it reads the earlier proposals, spreadsheets and emails, then drafts a new document, such as a client proposal, in your Microsoft Word template and saves it to the Library.
AskDraft a proposal for Fabrikam in our Word template, using last year's proposal and the pricing workbook in the Sales folder.
Build the monthly pack
On the 3rd of each month it takes figures from the Excel workbooks you name, checks that the totals agree and builds a PowerPoint deck with the charts and a page of commentary.
AskOn the 3rd of each month, build the management pack in PowerPoint from the Finance workbooks, with one page of commentary.
Review who can see a project folder
It lists who has access to a SharePoint site or OneDrive folder, flags links open to anyone and people who have left the project, and proposes changes. Permissions change only after you approve.
AskCheck who can open the Client contracts folder and flag anyone who should not have access any more.
Answer a question from mail, chats and files
Ask what was agreed on a renewal and it searches Outlook, Teams chats and documents through the Microsoft 365 connection, or in its own browser when the connection does not cover something, and cites each source.
AskWhat did we agree with Contoso about the renewal price? Check email, Teams and the contract folder, and quote the sources.
How it connects
- 1You sign in once with your work or school Microsoft 365 account. The agent can reach the mail, calendars, files, sites and chats that account can reach, and many organisations ask an administrator to approve the connection first.
- 2You decide which agents may use Microsoft 365. Your Chief of Staff will want mail and calendar; a finance agent may only ever open the workbooks it reports from; a research agent may need none of it.
- 3Reading mail, chats, calendars and files needs no approval, and neither does building a new file in the Library. Sending, posting, sharing, moving, overwriting or deleting always asks first, with the details on one card.
More in Documents and files
Other apps of this kind that agents work in, each with its own page.
Watch it work
A sample replay with example data, sped up. Pause it, scrub through it, or take the mouse yourself. This sample shows a similar job in other tools; Microsoft 365 is not on screen.
On screen
Gmail
Pick a job. Watch it get done.
- WhenWeekdays, 7:30
- DoesReads, sorts, drafts
- NeverSends without your OK
- Haruka at Yamato Outdoor wants Thursday at 3 PMDraft ready
- Pacific Freight invoice, $4,280, due FridayMatches the PO
- Customs form for the sample shipmentFilled in
- Why
- Confirm the new meeting time.
- Where
- Gmail · haruka@yamato-outdoor.example
- What to expect
- Sends this one email. Your other drafts stay drafts.
Your team. Connected to everything.
Inbox (46) · Mail+Inbox0
Starred
Drafts2
Sent
Needs you3
FYI7
Archived36
3handled
7summarised
36archived
Sample replays with fictional data, sped up. Pause one, scrub through it, or take the mouse yourself.
Questions people ask
Can an AI agent work across Outlook, Teams and OneDrive at once?
Yes. One Microsoft 365 connection lets a Monmo agent read your mail, Teams chats, calendar and files together, so it can answer a question that spans them or build a brief from all of them. It reads without asking and stops for your approval before anything is sent, posted, shared or changed.
Does an AI agent need admin approval to connect to Microsoft 365?
Often, yes. Many organisations require an administrator to approve an outside app once before people can connect it. After that you sign in with your own account, and the agent sees only the mailboxes, sites and chats you can already open. Personal and work accounts are connected separately.
Can an AI agent see SharePoint files that I cannot?
No. The AI agent signs in as you, so SharePoint and OneDrive permissions apply to it exactly as they apply to you. A site or folder that is closed to you is closed to the agent. It can tell you who already has access to something, and changing that access always waits for your approval.
Can an AI agent create Word, Excel and PowerPoint files?
Yes. The agent builds .docx, .xlsx and .pptx files on its own computer with office tools and keeps them in the Library for you to download. If you want a file saved to OneDrive or SharePoint, or shared with a colleague, it does that after you approve the location and the people.