Productivity · potential integration
Microsoft 365
Email, documents, forms and collaboration tools can participate in controlled workflows through approved Microsoft interfaces.
Potential connections
What the system may contribute
SharePoint and OneDrive content
Teams interfaces
Structured follow-up tasks
Example integration
Sales enquiry architecture
Connect an Outlook enquiry to product context, approval and CRM follow-up.
- inputOutlook enquiry
- aiExtract requirements
- dataProduct / ERP lookup
- ruleBusiness rules
- humanCommercial approval
- outputReply + CRM update
Example integration
Document intake
Turn an approved email attachment into a validated record.
- inputEmail attachment
- aiDocument extraction
- ruleField validation
- humanReview exception
- outputStructured record
Access boundary
Authentication and permissions determine capability
Authentication
- Microsoft OAuth
- Approved application registration
- Customer-approved service identity
Access notes
- Capabilities depend on Microsoft Graph permissions, tenant configuration and customer security requirements.
- The workflow should receive only the scopes needed for its defined task.
Human control: Material emails, document releases and business-system writes can require explicit approval.
Finch Island is not claiming a partnership, certification or completed client integration with this vendor. Implementation depends on supported APIs, licensing, authentication, permissions and the customer environment.
Project context
Describe the process and systems involved.
Finch can assess where AI, software, integration, rules and human control belong.