Most teams already live in Microsoft 365 — reading email in Outlook, storing documents in SharePoint, and managing files in OneDrive. But switching between those tools and your AI workflows creates friction, and copy-pasting information in and out of chat is slow and error-prone. elvex connects directly to your Microsoft 365 environment so your agents can read, write, and act on your email, calendar, documents, and files — without moving data manually.
elvex connects to Microsoft 365 through three separate integrations — Microsoft Outlook, SharePoint, and OneDrive — all powered by the Microsoft Graph API.
Connecting Your Microsoft 365 Integrations
Each Microsoft 365 integration is connected separately using your Microsoft account credentials.
Go to Settings → Integrations in elvex
Search for the integration you want to connect (Microsoft Outlook, SharePoint, or OneDrive)
Click Connect and sign in with your Microsoft 365 account
Grant the requested permissions and click Allow
📘 Note: Microsoft Outlook and SharePoint are available and ready to connect. OneDrive is authorized for your organization but requires each user to connect it individually before use.
Microsoft Outlook
Microsoft Outlook gives elvex agents access to email and calendar. Use it to build agents that monitor inboxes, draft and send messages, manage schedules, and more.
Read emails — List messages from an inbox or any mail folder, filtered by sender, subject, read/unread status, or draft status
Read a specific email — Fetch the full content of any message by ID
Send emails — Send messages with To, CC, and BCC recipients, plain text or HTML body, and optional file attachments
Reply to threads — Reply to a specific email message
Calendar
List calendar events — Retrieve upcoming or past events, filtered by subject, date range, location, organizer, or importance level. Recurring events are fully supported
Get a specific event — Fetch the full details of any calendar event by ID
Create events — Schedule new calendar events with a subject, start and end time, timezone, attendees, location name, and description
Update events — Modify an existing event's subject, time, attendees, or location
Delete events — Remove a calendar event by ID
Example Use Cases
Inbox monitor agent — An agent that checks an inbox for emails from a specific sender each morning and delivers a plain-English summary of what needs attention
Meeting scheduler agent — An agent that creates a calendar event automatically when a deal closes in Salesforce or a form is submitted, and sends a confirmation email to attendees
Daily briefing agent — An agent that pulls calendar events for the day and combines them with unread emails to generate a prioritized morning briefing
SharePoint
SharePoint gives elvex agents access to an organization's sites, document libraries, and lists. Use it to build agents that search and retrieve documents, manage list data, and keep SharePoint content up to date.
Reading Content
Browse sites — List all SharePoint sites an account has access to, or search for a specific site by name
Explore document libraries — List files and folders within any site's document library
Read list items — Retrieve items from any SharePoint list, with filtering and sorting support
Download and parse files — Retrieve a file's download URL and read its contents directly (supports Word, Excel, PDF, and more)
Search site content — Search across a site's documents and lists
Writing and Managing Content
Create lists — Add new lists to a SharePoint site
Add list items — Insert new rows into any SharePoint list with custom field values
Create folders — Add folders to a document library
Update list items — Modify the field values of existing list items
Rename documents — Update a document's name within a library
Delete content — Remove list items, documents, or entire lists
Example Use Cases
Document retrieval agent — An agent that searches SharePoint libraries for relevant policy documents or reports and surfaces them in response to natural language questions
List management agent — An agent that reads a SharePoint project tracker list, identifies overdue items, and sends a summary to the team via email or Slack
Content update agent — An agent that automatically adds a new row to a SharePoint list whenever a form is submitted or a workflow step is completed
OneDrive
OneDrive gives elvex agents access to personal Microsoft cloud storage. Use it to build agents that browse, organize, and manage files.
Reading Files
List files and folders — Browse the contents of a OneDrive root or any subfolder
Get file or folder details — Retrieve metadata for any item, including name, size, last modified date, and location
Search files — Search across an entire OneDrive by filename or content
Read drive information — Get details about OneDrive storage, including quota and usage
Managing Files
Create folders — Add new folders anywhere in OneDrive
Copy files — Duplicate a file to a new location
Generate sharing links — Create shareable links for files or folders (view-only or edit access)
Rename files and folders — Update the name of any item
Move items — Relocate files or folders to a different location in the drive
Delete files and folders — Remove items from OneDrive (deleted items may be moved to the recycle bin depending on settings)
Remove sharing permissions — Revoke access to a previously shared item
Example Use Cases
File organizer agent — An agent that lists files in a specific OneDrive folder and moves or renames them based on naming conventions or date rules
Sharing link generator — An agent that creates a shareable link for a file and sends it to a recipient via email, triggered by a user request in chat
Storage audit agent — An agent that scans a OneDrive folder, identifies large or outdated files, and presents a summary for review before taking any action
Advanced: Microsoft Graph API Actions
In addition to the standard actions described above, each integration also exposes direct Microsoft Graph API actions for advanced use cases. These are intended for agent builders and power users who need to go beyond the built-in actions.
The Graph API actions let you construct any valid Microsoft Graph request using a resource path and optional query parameters. This unlocks a significantly broader set of capabilities — including deep file manipulation for Excel, Word, and PowerPoint files stored in OneDrive or SharePoint.
Integration | Actions Available |
Microsoft Outlook | GET, POST, PATCH, DELETE |
SharePoint | GET, POST, PATCH, DELETE |
OneDrive | GET, POST, PATCH, DELETE |
Working with Excel Files
The Microsoft Graph API has a rich, native Excel API that lets agents interact directly with workbook content — no need to download and re-upload the file. This is one of the most powerful capabilities available through the Graph API actions.
Agents can:
Read and write cell data — Get or update values in any cell range across any worksheet
Manage worksheets — List, add, rename, reorder, or delete worksheets within a workbook
Work with tables — Create tables, add or update rows, apply filters, and sort data
Add and update charts — Create charts from data ranges, update chart type, title, axes, and series
Use formulas — Write formulas into cells and retrieve calculated values
Manage named ranges — Create and reference named ranges for cleaner data access
Format cells — Apply number formats, fonts, colors, borders, and alignment
Example use case: An agent that reads sales data from a range, calculates a summary, writes the results to a new worksheet, and generates a chart — all within a single Excel file stored in SharePoint.
📘 Note: The Excel Graph API works with .xlsx files (Office Open XML format) stored in OneDrive for Business or SharePoint. It does not support the legacy .xls format or files stored in personal OneDrive consumer accounts.
Working with Word and PowerPoint Files
For Word (.docx) and PowerPoint (.pptx) files, the Graph API takes a different approach. Rather than editing content in place, agents work with these files by uploading new or modified versions, downloading content for reading, and converting files to other formats.
Agents can:
Read file content — Download a Word or PowerPoint file and extract its text content for analysis, summarization, or use in other tasks
Upload and replace files — Upload a new or modified
.docxor.pptxfile to replace an existing one in OneDrive or SharePoint (supports files up to 250 MB)Convert to PDF — Convert Word documents and PowerPoint presentations to PDF format directly via the API — useful for generating polished, shareable versions of reports or decks
Convert to image — Render any page or slide as a JPG image, useful for previews or visual summaries
Create new files from templates — Upload a pre-built Word or PowerPoint template populated with dynamic content generated by the agent
Example use case: An agent that generates a completed Word report by populating a template with data pulled from a SharePoint list, then converts it to PDF and saves it back to a document library — ready to share.
📘 Note: Unlike Excel, the Graph API does not support in-place editing of Word or PowerPoint content (such as modifying individual paragraphs or slides). Agents that need to produce customized Word or PowerPoint output should generate the file content and upload it as a new or replacement file.
OData Query Parameters
OData query parameters (used in GET requests) let you filter, sort, and shape the data returned. For example, you can use $filter to return only items matching a condition, $select to limit which fields are returned, or $top to control how many results come back. Think of them as search and formatting options you pass alongside your request.
FAQ
Do I need a Microsoft 365 account to use these integrations?
Yes. Each integration connects using personal Microsoft 365 credentials. An active Microsoft 365 account with access to the relevant service (Outlook, SharePoint, or OneDrive) is required.
Why does OneDrive show as "not connected" when Outlook and SharePoint are already connected?
Each Microsoft 365 integration is a separate connection. Connecting Outlook does not automatically connect SharePoint or OneDrive. Each one needs to be connected individually in Settings → Integrations.
What's the difference between the standard actions and the Graph API actions?
The standard actions (like "Send Email" or "Create Event") are pre-built with a simple, structured interface — no technical knowledge required. The Graph API actions give you direct access to the underlying Microsoft Graph API, which is more flexible but requires you to know the correct resource path and parameters. Start with the standard actions; use the Graph API actions when you need something more specific.
If I delete a file in OneDrive through elvex, is it gone permanently?
Not necessarily. Deleted items in OneDrive are typically moved to the recycle bin, where they can be recovered. The exact behavior depends on the Microsoft 365 organization's settings.
Can these integrations access shared mailboxes or other users' calendars?
By default, these integrations use a personal Microsoft 365 account. Access to shared mailboxes, other users' calendars, or organization-wide resources depends on the permissions granted by a Microsoft 365 administrator.
What's Next?
Now that your Microsoft 365 integrations are connected, you can start putting them to work:
Add actions to an agent — Learn how to enable integrations as actions within an agent so it can interact with Outlook, SharePoint, or OneDrive during a conversation
Connect a SharePoint library as a datasource — Surface documents from SharePoint as a knowledge source an agent can reference when answering questions
Explore other integrations — elvex connects to dozens of tools including Slack, Salesforce, Google Workspace, and more