Give your agents the know-how to work across Outlook, OneDrive and SharePoint.
Work in Microsoft 365 is spread across Outlook, OneDrive and SharePoint, and switching between them slows everything down. With this skill, your agents can handle email, scheduling and documents in one place: triaging mail, finding meeting times, booking rooms and pulling up the files your team relies on. One request can now cover work that used to take three apps.
Key Microsoft 365 features
- Outlook email management: List, search and read email, download attachments, draft and send messages, reply, forward, move mail between folders and mark it read or unread.
- Outlook contacts: Read your Outlook contacts and review recent email from any specific contact.
- Smart meeting scheduling: Find meeting times based on attendee availability and working hours, check free/busy schedules, and create or update Outlook calendar events.
- Meeting room booking: List rooms across your organization and check room availability before booking.
- OneDrive file access: List, search and read OneDrive files, with Office documents converted automatically for reading, and upload new files.
- SharePoint knowledge retrieval: Search sites, browse subsites, libraries and folders, and read documents and site pages, all with read-only access that follows your existing permissions.
One assistant across your Microsoft 365 tools
Finding a document in SharePoint, checking whether five people are free, and replying to the email that asked for both usually means three apps and a lot of clicking. This skill connects those steps. Drafts are the default for email, and agents send, forward, move, upload or change events only when you ask. SharePoint access is read-only and respects your organization's permissions. It is built for Microsoft 365. For Gmail or Google Calendar, use the dedicated Google skills.
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Use Case Scenarios
Meeting Coordination Across Teams When you need to schedule meetings involving multiple participants with conflicting schedules, this skill eliminates the back-and-forth email chain. It checks availability across attendees' calendars, finds optimal meeting times, and books the appropriate conference room in one action. The result is faster meeting setup and reduced scheduling overhead for busy teams.
Email Management and Information Retrieval Searching through hundreds of emails for a specific document, client communication, or project reference becomes instantaneous. The skill searches across your entire mailbox, retrieves specific emails or attachments, and organizes them into folders—saving hours spent manually digging through inboxes and forwarding chains.
Document Collaboration Without Context Switching When working on projects stored in OneDrive or SharePoint, you can access, read, and upload files directly without leaving your current workflow. This keeps you in context while managing team documents, library content, and collaborative pages without opening multiple browser tabs or applications.
Calendar and Contact Management at Scale For administrative professionals or busy executives, managing dozens of calendar events, room bookings, and contact updates becomes automated. The skill handles bulk scheduling adjustments, updates contact information, and checks room availability—freeing up time for strategic work instead of administrative tasks.
Email Automation for Common Workflows Repetitive email tasks like marking messages as read, moving emails to specific folders, sending replies, or forwarding documents can be automated based on conditions or requests. This reduces manual email administration and ensures consistent organization across your mailbox.
Applications
Corporate Administration and Executive Support Executive assistants and office managers rely on this skill to handle calendar management, meeting scheduling, room bookings, and email organization for busy leadership teams—enabling smoother operations and fewer scheduling conflicts.
Project Management and Team Coordination Project managers use this skill to coordinate across distributed teams, schedule reviews, manage shared documents in SharePoint, and keep project communications organized in shared mailboxes and libraries.
Sales and Business Development Sales teams leverage email search and calendar management to track client communications, schedule follow-ups, manage contact information, and coordinate team meetings—improving client responsiveness and deal tracking.
Compliance and Records Management Organizations handling regulated content use this skill to organize, search, and retrieve emails and documents across OneDrive and SharePoint—supporting audit trails, retention policies, and regulatory requirements.
Knowledge Work and Remote Teams Remote professionals and hybrid teams use this skill to stay organized across distributed communication channels, manage shared resources, schedule across time zones, and maintain efficient workflows without constant manual file and email management.
