Back to library
AI
best practice

Delegate Executive Admin Tasks via Microsoft 365 Integration

Automate email, calendar, and file management directly within your chat.

Enable and use Claude's Microsoft 365 'write' tools to execute administrative tasks in Outlook and OneDrive without leaving the Claude interface.

Claude

The Scenario

You have just finished a brainstorming session with Claude and want to immediately schedule a follow-up meeting and send the session notes to your team via Outlook.

Before & after

The old way

You would typically have to copy AI-generated text, open Outlook or OneDrive, manually create a new file or event, and paste the content. This context switching takes 5-10 minutes per task.

With AI

With the Microsoft 365 connector, you can ask Claude to 'Create a calendar invite for tomorrow at 2 PM' or 'Draft and send an email to the team.' This takes under 2 minutes.

The Prompt

Using my Microsoft 365 access, please [ACTION: e.g., draft an email to the marketing team / create a calendar event for a sync tomorrow] regarding [TOPIC]. Set the file name/subject as [NAME].

The Claude Microsoft 365 connector now supports 'write' tools. This means Claude can perform actions like sending emails, organizing your calendar, and creating files in SharePoint or OneDrive directly from the chat.

Source

Release notes | Claude Help Center
"Claude can draft, send, and organize email, manage calendar events, update mailbox settings, and create and update files in OneDrive and SharePoint."