AI agents for Microsoft Planner
A Monmo agent runs the admin side of Microsoft Planner like a project coordinator. It turns a project brief into a plan with buckets, tasks, checklists and dates, reports what is overdue every Monday, proposes progress updates from what people said in Teams and Outlook, and drafts reminders for task owners. It uses your own Microsoft account and asks before it creates, assigns or changes a task.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in Microsoft Planner
Build a plan from a brief
From a project brief or a kickoff email it proposes buckets by phase, tasks with start and due dates, checklists for the multi-step ones and labels for type. The plan is created once you approve it.
AskTurn this office move brief into a Planner plan with buckets by phase, due dates and checklists.
Report overdue tasks every Monday
At 9 each Monday it lists tasks that are late or due this week, grouped by owner and bucket, and notes which ones block others so you know where to push first.
AskEvery Monday at 9, list overdue and due-this-week tasks in the Launch plan by owner.
Update progress from conversations
When someone writes in Microsoft Teams that the venue is booked, it finds the matching task and proposes marking it complete or ticking the checklist item, with the message as evidence.
AskCheck this week's Teams messages in the Launch channel and propose progress updates for matching Planner tasks.
Chase task owners
Two days before a due date it drafts a short reminder for each owner in Teams or Outlook, with the task, the date and what depends on it. Each message waits for your approval.
AskTwo days before each due date, draft a reminder for the task owner and show me before sending.
Balance the workload
It counts open tasks and due dates per person across the plan, shows who is overloaded next week and proposes reassignments. Assigning work to people is your call.
AskWho has too much due in the next two weeks in the Website plan? Suggest how to rebalance.
Write the weekly status
Every Friday it writes a status for the sponsor: done this week, at risk, decisions needed, as a Microsoft Word document or a few PowerPoint slides with the plan's charts.
AskEvery Friday at 3, write the project status from the Planner plan as a one-page Word document.
Turn meeting actions into tasks
After a meeting it takes the actions from the minutes, proposes a task for each with an owner, a bucket and a due date, and adds them all on one approval.
AskAdd the actions from today's project meeting minutes to the Launch plan with owners and dates.
How it connects
- 1You sign in once with your Microsoft 365 work account. Planner plans belong to Microsoft 365 groups, so the agent sees the plans of groups you are a member of. Your organisation may need an administrator to allow the connection.
- 2You choose which agents use Planner. An operations or project agent fits, and a Chief of Staff can take the Monday report.
- 3Reading plans and tasks needs no approval. Creating plans, buckets or tasks, assigning people, changing dates or progress, and messaging owners all ask first, and a batch fits on one card.
More in Projects, tasks and time
Other apps of this kind that agents work in, each with its own page.
Questions people ask
Can an AI agent manage Microsoft Planner tasks?
It handles the admin around them, and you approve each change. A Monmo agent builds plans, updates progress from what people report, keeps due dates honest and reports what is late. Every new task, assignment or update appears on a card first, and one card can cover a whole batch.
Can an AI agent create a plan in Planner from a document?
Yes. Give the AI agent a brief, a kickoff email or meeting minutes, and it proposes buckets, tasks, dates and checklists. Once you approve, it creates them through the Planner connection, or in its own browser when the connection does not cover something.
Does it work with Planner inside Microsoft Teams?
Yes. Planner tabs in Teams show the same plans, so tasks the agent creates or updates appear there too. It can read the channel conversation beside the plan and draft updates for the team, which are posted only after you approve.