Source: https://joinfinn.com/integrations/microsoft-graph

# Microsoft Graph

## Microsoft Graph + Finn.

Microsoft Graph integration with Finn. Microsoft Graph provides APIs for data and actions across Microsoft 365 services.

Business function: Engineering and data.

## What you can do with Microsoft Graph.

Microsoft Graph provides APIs for data and actions across Microsoft 365 services.

### Book a meeting from the first request

Finn handles the scheduling conversation and completes the Outlook calendar booking with the details everyone needs.

**Typically handled by:** Executive assistant or scheduling coordinator

**Starts when:** A customer or colleague asks to arrange a meeting.

#### What Finn handles

1. Read the request, participants, purpose, time zones, and the organizer's calendar availability.
2. Offer suitable times through Outlook mail and collect the participant's selection.
3. Create the calendar event with the agreed attendees, location or meeting link, and agenda.
4. Send the confirmation and update the connected Salesforce activity when the meeting belongs to a customer account.

**The result:** The meeting is booked and participants receive matching calendar and account records.

### Finish routine shared-inbox requests

Finn reads a shared Outlook inbox, completes the requested business task through the connected system, and replies in the same conversation.

**Typically handled by:** Shared inbox coordinator

**Starts when:** An authorized team mailbox receives a routine customer or employee request.

#### What Finn handles

1. Read the conversation and match it to the correct account, service request, or employee record.
2. Gather any missing details and complete the accepted task through connected Zendesk, Salesforce, or ServiceNow.
3. Reply through Outlook with the completed result and any necessary reference or document.
4. Update the mailbox conversation's category or handling record and link the result to the owning business system.

**The result:** The requester receives a completed answer and the inbox and business record stay connected.

### Set up a team's project workspace

Finn creates the Microsoft 365 workspace, organizes the initial work, and gets the team ready for its kickoff.

**Typically handled by:** Project administrator

**Starts when:** A project owner accepts a new project and its team membership.

#### What Finn handles

1. Read the project's scope, owners, members, and initial deliverables.
2. Create the Microsoft 365 group and Teams workspace with the accepted membership, then wait for provisioning to complete.
3. Store the project documents in the associated SharePoint files and create the agreed tasks in Planner.
4. Book the kickoff through Outlook and send the team the workspace, document, and task links.

**The result:** The project has a usable workspace, initial work assignments, and a scheduled kickoff.

### Turn meeting decisions into completed follow-through

Finn records the meeting's decisions, assigns the agreed work, and completes the communications and documents it owns.

**Typically handled by:** Team coordinator

**Starts when:** A meeting ends with accepted notes, decisions, and action owners.

#### What Finn handles

1. Read the meeting notes and separate decisions, assigned actions, and unresolved questions.
2. Create or update the agreed Planner tasks with their owners and due dates.
3. Complete Finn's assigned document updates and follow-up messages through SharePoint files and Outlook.
4. Send the action recap and record later task completion from the work's owning system.

**The result:** The meeting produces shared decisions, accountable tasks, and completed administrative follow-through.

### Deliver a document through signature and filing

Finn gathers the accepted document, completes the signature routing, and files the executed copy in the team's Microsoft 365 records.

**Typically handled by:** Document operations coordinator

**Starts when:** A business owner approves a document and its intended signers.

#### What Finn handles

1. Retrieve the accepted version from SharePoint or OneDrive and confirm the owner-selected recipients.
2. Use connected DocuSign to send the signature request and follow its completion status.
3. Retrieve the executed copy and completion record from DocuSign and save them to the designated SharePoint location.
4. Send the finished document through Outlook and update the connected customer or service record with its link.

**The result:** The signed document is filed and its recipients and business owner receive the completed record.

### Complete an employee's absence handover

Finn sets up the accepted mailbox, calendar, and work handover so colleagues know how to keep requests moving.

**Typically handled by:** Executive assistant or team administrator

**Starts when:** An employee confirms leave dates and a manager accepts the coverage plan.

#### What Finn handles

1. Read the absence dates, named cover, and the tasks or meetings included in the handover.
2. Set the accepted Outlook automatic reply and update the selected calendar events or absence entry.
3. Reassign the agreed Planner tasks and share the necessary documents with the named cover through the team's existing access.
4. Send the handover summary and record the completed changes for the employee and manager.

**The result:** The absence has clear calendar, inbox, and work coverage with the accepted changes completed.

### Prepare Microsoft 365 for a new starter

Finn completes the Microsoft 365 account setup associated with the accepted hire and records what is ready for day one.

**Typically handled by:** Microsoft 365 administrator

**Starts when:** Workday confirms a new employee's start date, manager, and role.

#### What Finn handles

1. Read the trusted HR record and the role's Microsoft 365 requirements.
2. Create or update the Entra user and assign the available license and accepted group memberships through Graph.
3. Add the employee to the designated Teams workspace and make the onboarding documents available through SharePoint.
4. Send the setup instructions through the verified new-hire channel and update the onboarding request with the provisioning results.

**The result:** The employee's Microsoft 365 setup has a documented account, license, team access, and onboarding materials.

### Publish the recurring management briefing

Finn assembles the team's agreed management report and delivers a finished briefing through Microsoft 365.

**Typically handled by:** Business operations analyst

**Starts when:** The team's recurring reporting deadline arrives.

#### What Finn handles

1. Read the agreed reporting questions and retrieve the current figures from connected Snowflake and the Salesforce records.
2. Calculate the specified comparisons and write the briefing with source dates, definitions, and material gaps.
3. Save the finished report in SharePoint or OneDrive and prepare the Outlook message for the intended audience.
4. Send the report and add its link to the leadership meeting's calendar entry or agenda.

**The result:** The audience receives a completed, sourced briefing stored with the team's reporting history.

### Update customer records from a completed conversation

Finn turns an Outlook customer conversation into the agreed account updates and follow-up commitments.

**Typically handled by:** Sales operations coordinator

**Starts when:** A customer email confirms a meeting outcome, contact correction, or agreed next step.

#### What Finn handles

1. Read the full conversation and match the sender to the correct contact and account in connected Salesforce.
2. Update confirmed contact details or record the agreed activity without treating an email discussion as an accepted contract.
3. Create the follow-up task or Outlook meeting with the agreed owner and date.
4. Reply with the confirmed next steps and link the email conversation to the account activity.

**The result:** The customer conversation has matching account records, scheduled follow-up, and a clear confirmation.

## Connection setup

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from Microsoft Graph.

## Explore Finn

- [Agents](https://joinfinn.com/agents): Help customers. Work with your team. Finish the job.
- [Systems](https://joinfinn.com/systems): Business apps for the work behind the conversation.
- [AI Gateway](https://joinfinn.com/ai-gateway): Control connected AI apps, models, access, and spending.

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