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.
Supported tools
The tools below are the ones available on standard deployments. The exact set your agents can pick from may differ. Check Select Step → Tools → By connector → Microsoft 365 in agent builder for the current list.
General
- Create Microsoft Word documents: Creates a new Word document from Glean Assistant.
- Create Excel spreadsheets: Creates a new Excel sheet from Glean Assistant.
- Create Outlook email drafts: Creates a new email draft from Glean Assistant.
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.
The SharePoint tools below are in beta. Availability may vary by deployment.
- SharePoint tools support SharePoint sites and nested subsites with
/teams/...paths. - 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.
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: 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 an existing Microsoft 365 (O365) connector configured in Glean
- You must have access to the Microsoft Entra admin center to grant admin consent or configure a custom OAuth app
Administrator steps
- Enable the tools: in Glean, go to Admin console → Platform → Tools and add Microsoft 365 tools from the template library
- Select the connector instance: link the tools to your existing Microsoft 365 connector instance
- Configure authentication: use user OAuth for Microsoft 365 tools and review the dedicated tool pack pages for pack-specific authentication requirements
- Save the tools after authentication is complete
- Enable the tools for users: use Edit settings under Enable tools to make the tools available to the relevant users and supported Glean surfaces
For detailed setup steps, see Microsoft 365 tools and extension tools setup.
Microsoft 365 tools use user OAuth. Each person connects their own Microsoft 365 account the first time they run a tool, and the tools run with that user's permissions.
In agent builder
- In agent builder, go to Select Step → Tools → By connector
- Choose the Microsoft 365 pack that matches your workflow:
- Microsoft 365 for the core tool (create Word docs, create Excel spreadsheets, draft Outlook emails)
- 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
- Add step instructions and save
Test each tool in a sandbox environment to confirm connectivity and correct data handling.