DOCUMENTS, EMAIL AND APPROVALS

Microsoft 365 AI Workflow Integration

Connect Outlook, SharePoint, Teams and Microsoft Graph into controlled document, email and approval workflows for operational teams.

Discuss this workflow
01

Fit

  • Shared inbox triage
  • SharePoint document workflows
  • Teams approvals and notifications
02

Architecture

  • Graph event or schedule
  • Identity and file context
  • Classification
  • Approval or action
  • Microsoft 365 audit record
03

Permissions & ownership

  • Entra app registration
  • Application access policies
  • Site and mailbox scoping
04

Limitations

  • Tenant admin consent may be required
  • Graph throttling needs retry handling
  • Sensitivity labels constrain processing
05

Supported events / actions

  • Email received
  • File created
  • List item changed
  • Approval completed
06

Deliverables

  • Permission design
  • Graph integration
  • Retention-aware logs
  • Admin runbook