Microsoft 365
Connect OneDrive, SharePoint, Outlook Mail and Outlook Calendar to Kasimir and use them in chat, assistants, workflows and the knowledge base.
With the Microsoft 365 connection, Kasimir works directly inside the Microsoft systems you use every day. Instead of downloading files and pasting them into the chat, Kasimir can search your OneDrive, read SharePoint documents, go through your Outlook mail and create events in your calendar — always on your behalf and only with your explicit approval. Microsoft 365 is not a single integration but is deliberately split into four independent building blocks: OneDrive, SharePoint, Outlook Mail and Outlook Calendar. That way you grant only the permissions you actually need.
The four building blocks at a glance
Each building block is its own connection with its own permissions. You can connect just OneDrive, just the calendar, or any combination. Behind the scenes all four share the same Microsoft app, so you sign in once per building block.
Building block | What Kasimir can do | Access |
|---|---|---|
| Search, read, download and upload files, create/list folders, move items | Read and write |
| Tenant-wide search, list sites and folders, read documents | Read only |
| Search/read mail, create drafts, send, reply, forward, move, categorize; find contacts and people in the company; read mailbox settings | Read and write |
| List, create, update and delete events, respond to invitations, check availability | Read and write |
SharePoint is deliberately read-only. Kasimir can find and analyze company-wide documents but cannot change anything in SharePoint. For writing to the cloud, use OneDrive.
Connecting an account
You connect Microsoft 365 under Customize → Integrations – no technical setup, one click and the Microsoft sign-in are enough.
Creating connections requires the Connect integrations permission – by default only owners and admins have it; owners or admins enable it for members under Roles and permissions.
In the sidebar, open Customize → Integrations.
Click the tile of the building block, e.g. OneDrive or Outlook Mail.
Click + Add connection. You are redirected to Microsoft.
Choose your Microsoft account and confirm the requested permissions.
You land back in Kasimir and see your account under Connections.
Microsoft always prompts you to pick an account (Select account). If you have both a personal and a work Microsoft account, make sure to choose the work account — only that account reaches SharePoint sites and the company directory.
Personal vs. company-wide connections
When connecting there are two scopes:
Personal (default): the connection belongs only to you; everyone connects their own account.
Company-wide: a central connection, created by owners and admins under Administration → Integrations.
Personal or company-wide: a personal connection belongs only to you; Kasimir uses it in your private chats, agents and workflows – not in team or project chats, whose answers all members see. Owners and admins create a company connection under Administration → Integrations. Only owners and admins may use it directly; members reach its content via shared folders (read-only). Workflow steps for files, mail, calendar and spreadsheets always use a personal connection, never the company connection. If a workflow runs without a person starting it (schedule, form, webhook or integration trigger), it uses the connection of the person who created it – but only once an owner or admin has confirmed this in the workflow settings.
Ask first before changes: tools that change or send something (e.g. send mail, upload a file, create an event) are set to ask first by default: a card with the details appears in the chat, only Run triggers the action. In agents this can be set per tool under Actions. Only owners and admins can set Allowed (without asking) for tools that send or change something outside Kasimir; if a member edits the agent, these tools fall back to Ask first.
Using Microsoft 365 in chat
Integrations are opt-in per chat — for privacy reasons nothing is active automatically. You decide in each chat whether Kasimir may access your Microsoft data.
In the chat, open Knowledge sources in the bar below the input field. Under Connected services each connection has a switch – Kasimir may use switched-on services in this chat. If a connection is broken, it says so there, with Reconnect. Anyone who does not manage the connection sees Notify admins instead, or a button that notifies the person the connection belongs to – the message goes out at most once every 24 hours.
After that, just phrase your request in natural language. Kasimir calls the right action itself when appropriate. Examples:
"Find my latest quote calculation in OneDrive and summarize the terms."
"Is there a travel expense policy document in SharePoint? What are the key points?"
"What meetings do I have next week? Book a 'Project review' slot with anna@company.com on Thursday at 2 pm."
"Draft a reply to Mr. Meyer's last email — polite, with a proposed meeting time."
Kasimir only sends an email when you explicitly ask it to. For "write a reply" it always creates a draft in Outlook that you can review at your leisure. Only "send the email" triggers the actual send. Reply drafts land directly in the original mail's thread.
Shared mailboxes
For Outlook Mail, Kasimir can also access shared mailboxes (e.g. info@company.com or accounting@company.com), provided your account has the corresponding permission in Microsoft 365. Just name the address, e.g. "search the accounting@company.com mailbox for open invoices." Sending "on behalf of" (send-as) also works with the appropriate permission.
OneDrive and SharePoint folders as a knowledge base
Beyond looking things up in chat, you can connect entire folders from OneDrive or SharePoint as a permanent knowledge base. The files are then available to answer questions (RAG with source citations).
Owners and admins set this up under Administration → External sources:
Add source first asks who should be able to use the content: Company-wide, All projects or As permitted in the source system.
For Company-wide and All projects you pick the folder in the folder picker – for OneDrive directly, for SharePoint via site → library → folder (a library must be selected).
Then choose between Indexed (recommended) and Live and confirm with Share.
For As permitted in the source system a wizard guides you through connection, source type (OneDrive folder or SharePoint library, for SharePoint the site first), folder and name. This source is always indexed and kept up to date.
Only with As permitted in the source system does the sync record who has access to each file; content then only appears for authorized people. With Company-wide and All projects all employees or all projects see the content – regardless of the permissions in SharePoint or OneDrive.
Microsoft 365 in agents and workflows
Agents: an agent can be permanently linked to specific integrations. The matching Microsoft 365 actions are then automatically available in every chat with that agent, without enabling them per chat.
Workflows: multi-step workflows include Microsoft 365 action steps (e.g. upload a file to OneDrive, send an Outlook mail/draft, create a calendar event) as well as triggers that start workflows automatically:
New email/New email (search query)/New email in folder(Outlook Mail)New calendar event/Calendar event updated(Outlook Calendar)New file in OneDrive folder(OneDrive)
Administration (for administrators)
Owners and administrators control Microsoft 365 company-wide under Administration → Integrations:
Enable or block building blocks: individual integrations can be disabled for the whole company; a blocked building block can no longer be connected by anyone.
Company connections: create central connections to set up folders as knowledge sources or shares. Only owners and admins use them directly.
Some advanced Outlook features (such as searching people in the company directory or shared mailboxes) require consent from a Microsoft 365 administrator in your Microsoft environment. If the chat reports missing permissions, reconnecting Outlook after admin consent usually resolves it.
Disconnecting
You can remove a connection at any time: click Disconnect on the building block's tile (or … next to the account in the detail view) and confirm the prompt. After that, Kasimir no longer has access to that Microsoft 365 system. For a company-wide knowledge source, content already indexed is removed separately via the knowledge-sources administration.
Privacy and security
The connection stays in place — you don't have to sign in repeatedly.
Kasimir only accesses your data when you enable an integration in chat or an agent or workflow runs it.
Each building block has its own minimal permissions (least privilege). SharePoint stays read-only; write access exists only where needed.
Personal connections are strictly bound to your account; other members cannot see them.
Frequently asked questions
I don't see SharePoint sites. Make sure you signed in with your work Microsoft account and have access to the sites. From chat, try "list my SharePoint sites."
Kasimir can't find a file. Ask it to search or list the folder first ("search OneDrive for …"). Kasimir must not guess file IDs — it has to take them from a search result.
An action reports "no write permission". Disconnect the affected building block and reconnect it so the current permissions are granted.