Microsoft 365 Planner Integration for Support Teams

Explore Triggers and Actions

New Plan Created

Trigger new event when a new Plan is created in Microsoft 365 Planner

New Task Created

Trigger new event when a new Task is created in Microsoft 365 Planner

Create Bucket

Create a new bucket in Microsoft 365 Planner. [See the documentation](https://learn.microsoft.com/en-us/graph/api/planner-post-buckets)

Create Task

Create a new task in Microsoft 365 Planner. [See the documentation](https://learn.microsoft.com/en-us/graph/api/planner-post-tasks)

Update Task

Updates a task in Microsoft 365 Planner. [See the documentation](https://learn.microsoft.com/en-us/graph/api/plannertask-update?view=graph-rest-1.0&tabs=http)

Create Plan

Create a new plan in Microsoft 365 Planner. [See the documentation](https://learn.microsoft.com/en-us/graph/api/planner-post-plans)

List User Tasks

List all user tasks in Microsoft 365 Planner. [See the documentation](https://learn.microsoft.com/en-us/graph/api/planneruser-list-tasks?view=graph-rest-1.0&tabs=http)

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Frequently asked questions

How can I set up Microsoft 365 Planner integration in Ayudo?

To use Microsoft 365 Planner integration in Ayudo, add the Microsoft 365 Planner node to your workflow. Authenticate using OAuth credentials from your Microsoft account. You can create support tickets from Microsoft 365 Planner events, sync customer data, send automated responses, and trigger AI agent conversations. Once connected, your AI agents can automatically handle Microsoft 365 Planner data in support conversations.

Do I need any special permissions or API keys to integrate Microsoft 365 Planner with Ayudo?

You will need OAuth credentials, which can be found in Microsoft 365 Planner's settings. Ensure permissions include access to Planner tasks, groups, and user profiles. Admin access may be required. Ensure your credentials have access to these resources for full support automation capabilities.

Can I combine Microsoft 365 Planner with other apps in Ayudo workflows?

Yes! Microsoft 365 Planner works seamlessly with Zendesk, Intercom, Slack, and Gmail. For example, when a high-value Microsoft 365 Planner event occurs, create a Zendesk ticket, notify the team via Slack, and have an AI agent reach out proactively. These integrations enhance your support workflows, making them more efficient.

What are some common use cases for Microsoft 365 Planner integrations with Ayudo?

Use cases include auto-creating support tickets from Microsoft 365 Planner events, syncing customer data between Microsoft 365 Planner and support tools, triggering AI agent responses based on Planner activities, sending proactive support messages via voice/text agents, and updating Planner records after support conversations.

How does Ayudo's pricing model benefit me when integrating Microsoft 365 Planner?

Ayudo uses per-seat pricing ($119-$179/seat/month), ideal for support teams. You pay per support agent seat, not per automation or ticket volume. Unlike per-ticket pricing, you get unlimited AI agent interactions. Your support team can handle more conversations with AI agents without additional costs, making Microsoft 365 Planner automation cost-effective as your support volume scales.

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About Microsoft 365 Planner

Microsoft 365 Planner

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