Microsoft 365 tools

Microsoft 365 tools let agents work with key Microsoft apps as part of larger workflows. This page provides an overview of the Microsoft 365 tool packs available in Glean.

Dedicated Microsoft 365 tool packs

For broader capabilities, use the dedicated Microsoft 365 tool packs:

Microsoft Excel tools

Read, update, and organize Excel workbooks, worksheets, ranges, and comments.

Microsoft Teams tools

Manage chats, channels, and team communication workflows.

Microsoft Outlook tools

Work with email, calendar events, contacts, and Outlook profile information.

Microsoft SharePoint Extension Tools

Analyze lists, read site pages, and manage document library files.

Supported tools

The tools below are available on standard deployments. The exact set can differ by deployment. In Agent builder, go to Select Step → Tools → By connector, then select the Microsoft tool pack you want to use.

General

• Create Microsoft Word documents: Creates a new Word document from Glean Assistant.
• Create Excel spreadsheets: Creates a new Excel sheet from Glean Assistant.
• Upload a Glean artifact to OneDrive or SharePoint: Saves a generated PowerPoint (.pptx) or Excel (.xlsx) artifact to Microsoft storage using the signed-in user's permissions. This is the native upload tool used by the artifact export menu.

The installed upload tool's title and description reflect the connector selected during configuration. Its title becomes Upload a Glean artifact to OneDrive for a OneDrive connector or Upload a Glean artifact to SharePoint for a SharePoint connector.

Responses generated by Glean (such as summaries, tables, or to-do items) can be exported to the user’s default folder in OneDrive for continued editing, collaboration, or email communication.

OneDrive

• Upload a file: Uploads a file to a specified OneDrive folder, creating the destination folder if it doesn't exist, renaming on conflict, and supporting large files through chunking.
• Update the content of a file: Updates the content of an existing file in a user's OneDrive, uploading it in chunks and returning the updated item.
• Create a folder: Creates a new folder in a user's OneDrive.
• List the contents of a folder: Lists the direct children of a folder in the authenticated user's OneDrive, with pagination support for large folders.
• Move an item: Moves a file or folder within a user's OneDrive to a new parent folder, optionally renaming it.
• Delete an item: Deletes a file or folder from a user's OneDrive.
• Get an item by its sharing URL: Resolves a OneDrive sharing URL to an item, returning the drive and item identifiers for follow-up tools.
• Share an item with a user: Shares a file or folder in a user's OneDrive with recipients and grants the requested roles.

SharePoint

• Get SharePoint site page content: Gets the content and layout of a modern SharePoint site page. Use when you need page metadata, canvas layout, or web part content from a specific page in a SharePoint site.

Beta

The SharePoint tools below are in beta. Availability may vary by deployment.

• Get a SharePoint list by title or list ID: Gets the list details and columns.
• Get SharePoint list items by title or list ID: Gets rows from a list, including large lists with multiple pages of results.
• Get a SharePoint list item by ID: Gets a specific list item.
• Move SharePoint item: Moves a SharePoint document library file or folder to a new parent folder, optionally renaming it. Use SharePoint site, drive, group, item, and parent folder identifiers; folder names are not accepted for the destination.
• List SharePoint folder contents: Lists the direct children of a SharePoint document library folder by folder item ID or path, with pagination support for large folders.
• Update SharePoint file content: Updates the content of an existing SharePoint document library file. When file content is provided, the tool uploads it in chunks and returns the updated item.
• Get SharePoint item by sharing URL: Resolves a SharePoint sharing URL, Teams content URL, or share ID to an item with drive and item identifiers for follow-up SharePoint tools.
• Share SharePoint item with user: Shares a SharePoint document library file or folder with recipients and grants the requested roles.
• Delete SharePoint item permission: Revokes a Microsoft Graph beta permission from a SharePoint list or list item.

SharePoint tools support SharePoint sites and nested subsites with /teams/... paths.

Glean Assistant and Auto mode agents can use these tools to filter rows, count items, sum numeric columns, and compare values across all rows in a SharePoint List. See Analyze all rows in a SharePoint List for instructions and examples.

Export presentations and spreadsheets

Save a generated PowerPoint or Excel file directly to Microsoft 365. These exports use the native artifact-upload tool in Microsoft 365 Tools, not the general-purpose file-upload tools in extension packs.

Open a saved file from chat or Library to use its export menu. When the corresponding tools are available, Export to SharePoint appears in the same dropdown as Export to OneDrive. The destinations behave differently:

Export option	Destination and behavior
Export to OneDrive	Uploads the selected saved artifact version to the signed-in user's OneDrive root folder. It doesn't prompt for a folder.
Export to SharePoint	Uses the destination already specified in chat. If it's missing or ambiguous, Glean asks for a site, document library, or folder name or link after you select this option. Glean resolves the destination before uploading.

Your admin must configure the upload tool for the corresponding OneDrive or SharePoint connector instance and make it available to you. Sign in with your Microsoft account when prompted. You need permission to upload to the destination. See Configure presentation and spreadsheet exports.

The native upload tool has these limits:

• It accepts saved Glean .pptx and .xlsx artifacts. It doesn't accept arbitrary local files or convert PDF, HTML, or CSV files.
• Files must be 250 MB or smaller.
• If a file with the same name exists, Microsoft 365 saves the upload under a new name instead of overwriting it.
• A specific destination folder must already exist. The upload tool doesn't create missing folders.

For the export steps, see Save a presentation to OneDrive or SharePoint and Save a spreadsheet to OneDrive or SharePoint.

Usage examples

• Exporting meeting summaries: After generating meeting notes, a user exports them to Word, creating a formatted document in OneDrive
• Exporting tabular data to Excel: When Glean produces a table (for example, sales data or to-do items), users can export it to Excel for further analysis or sharing
• Drafting emails: Using Microsoft Outlook tools, an agent can draft an email summarizing quarterly results and place it in Outlook, ready to review and send
• Managing SharePoint files: An agent can move a document to a different folder in a SharePoint library, update its content, or share it with a specific user as part of an automated workflow

Setup and configuration

Prerequisites

Before configuring tools, confirm you have the following:

• You must have administrative access to the Glean Admin console
• Your organization must have the connector instance required by the tool pack. Native artifact exports require a OneDrive or SharePoint connector instance.
• You must have access to the Microsoft Entra admin center to grant admin consent or configure a custom OAuth app

Administrator steps

If your organization uses New setup, Glean configures the SharePoint tools during connector setup. If your connector uses Previous setup, add Microsoft SharePoint Extension Tools manually from Admin console → Platform → Tools.

For manual setup, OAuth, and admin consent instructions, see Microsoft 365 tools and extension tools setup.

Add tools to an agent

Add tools to a Workflow mode agent

1. In Agent builder, go to Select Step → Tools → By connector.
2. Choose the Microsoft tool pack that matches your workflow:
   • Microsoft 365 for creating Word documents and Excel spreadsheets
   • Microsoft Excel tools for workbook, worksheet, and range operations
   • Microsoft Teams tools for chat, channel, and team management
   • Microsoft Outlook tools for email, calendar, contact, and profile operations
   • Microsoft SharePoint Extension Tools for reading or updating list items, reading site pages, and managing document library files
3. Add the step instructions and save the agent.

For SharePoint List analysis in an Auto mode agent, see Analyze all rows in a SharePoint List.

Test each configured tool with an account that can access the source data.

Troubleshooting

If you see a generic Internal server error when the Create Word doc tool runs (in Glean Assistant or in an agent workflow), the error is a fallback for any unclassified exception. One possible reason is a Microsoft Graph failure due to the connected account's OneDrive being out of storage. Microsoft Graph returns quotaLimitReached (HTTP 507 Insufficient Storage) in that case, which Glean surfaces as an internal server error.

To troubleshoot:

1. Check available storage on the connected account's OneDrive and free up space or request more quota if it is full.
2. Retry the workflow after resolving any storage issues.

If the error continues or storage is available, contact Glean Support with the error details and the approximate time of the failed request.