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Integration · Projects and tasks

AI agents for Microsoft Planner

See the signed-in person's Planner plans, buckets and tasks, and create, assign, move and complete tasks.

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Actions
5
Read
3
Write
2

Actions

What your agents can do in Microsoft Planner

See the signed-in person's Planner plans, buckets and tasks, and create, assign, move and complete tasks. Needs a work or school account.

Read 3

Look things up. Nothing changes.

  • List my plans

    Lists the Planner plans shared with the signed-in person: each plan's ID, title, when it was created and its container (the Microsoft 365 group or roster it belongs to).

  • List a plan's buckets

    Lists the buckets (the board's columns) in a plan, by the plan's ID: each bucket's ID and name.

  • List tasks

    Lists the tasks in a plan, or only in one of its buckets when bucket_id is given.

Write 2

Create, change or send.

  • Create a task

    Adds a task to a plan, by the plan's ID, optionally in a bucket, assigned to up to three people by their Microsoft Entra user IDs.

  • Update a task

    Changes a task by its ID: only the fields given change.

A person can approve first

Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.

Connection

How it connects

Connect it once in the console, then give it to the agents and workflows that need it.

Sign in (OAuth)

Sign in with Microsoft and approve access (OAuth).

Kept safe

  • Credentials are stored encrypted with your organization's own keys.
  • They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
  • Calls go only to the tool's own servers.

How we protect your data

Ideas

Ideas to start with

Starting points made only from the actions above. Mix them with any other tool your agents can use.

  • 01

    Ask about your Microsoft Planner data

    Ask a question in plain words. The agent can list my plans, list a plan's buckets or list tasks in Microsoft Planner, then answers with what it found.

  • 02

    Let an agent update Microsoft Planner

    Have the agent create a task or update a task in Microsoft Planner as part of a larger task. Turn on approval and a person signs off on each change first.

  • 03

    Share what it finds in Slack

    Give one agent Microsoft Planner and Slack: it can list my plans in Microsoft Planner and post a summary to a Slack channel in the same run.

FAQ

Microsoft Planner and MyDeepAgents

Can MyDeepAgents connect to Microsoft Planner?

Yes. The Microsoft Planner connector has 5 actions: 3 read and 2 make changes. Your agents can call them as tools, and your workflows can run them as steps.

How do I connect Microsoft Planner?

Sign in with Microsoft and approve access (OAuth). Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.

Can an agent change data in Microsoft Planner without asking?

Only if you let it. Each of the 2 actions that change data can be set to wait for a person's approval before it runs.

Can I use Microsoft Planner in workflows as well as agents?

Yes. Every Microsoft Planner action also works as a step in a workflow, and the same connection serves your agents and your workflows.

Early access

Put Microsoft Planner to work

Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.

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