Operations · Easy
Ask an AI assistant about your work email and files
Finding the latest version of a document, or what a client said three emails ago, takes time. An assistant that can read your Microsoft 365 content can find and summarise it for you.
Software used
Has a free plan
No free plan
What happens
When
You need an answer that lives in your Outlook email or Microsoft 365 files.
Then
- Claude searches the Microsoft 365 content you have access to.
- It answers or drafts, pointing to the emails and files it used.
How the tools connect
With a built-in integration. Claude lists Microsoft 365 as an integration on its website.
Set it up
On a paid Claude plan, connect Microsoft 365. On Team or Enterprise plans an admin may need to allow it first.
Ask a specific question, such as "summarise what the client asked for in last week's emails".
Open the sources it lists before acting on the answer.
Menus change, so these steps say what to do rather than where to click. Each company's help pages have the current screens.
Watch out for
- Check your company's rules on which data may be used with AI tools before connecting.
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