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Microsoft 365 · Outlook · Excel · Word · OneDrive · SharePoint

Run Microsoft 365 — by voice.

Your Outfitter agents read and write across Outlook, Excel, Word, OneDrive, and SharePoint over the official Microsoft Graph API. Read the inbox between jobs, append rows to the master Excel from the truck, draft Word quotes hands-free, search OneDrive in a sentence.

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Everything included on day one
Front Desk Agent Revenue Agent Marketing Agent Operations Agent HR Agent Accounting Agent Executive Agent Voice AI (inbound & outbound) SMS + Email + Chat Play Library (1,300+ plays) Mobile web app
Microsoft 365 Connecting via Microsoft Graph API — live today Live
Why operators wire Outfitter to Microsoft 365

Outlook, Excel, OneDrive — running you, not the other way around. Outfitter flips it.

The agents are pre-trained for the Microsoft stack. Day one, they know your inbox, your spreadsheets, and your file structure.

01
Inbox you can't keep up with.
Outlook drowning between jobs. By Friday there are 200 unread, the quote follow-ups got buried, two customers gave up. The agent reads the inbox aloud and names the threads that actually need a reply today.
02
Files you can't find.
"Where's the Anderson estimate?" Three OneDrive folders, two SharePoint sites, half on the laptop in the truck. Five minutes lost every time. The agent pulls it by name from your full file surface.
03
Spreadsheets that need updating from the truck.
The lead came in at 11am. By the time you sit down at the laptop to log it, you've forgotten the source, the budget, and the timeline. The agent writes the row to the master Excel sheet while you're still in the driveway.
Plays that run on top of Microsoft 365

Pre-built workflows — that move the day forward.

Plays are how the agents do work end-to-end. Below are six Microsoft-365-powered plays. The full Playbook has 60+ for your trade.

MS01
📥 Outlook Inbox Pulse
Ask "what's in my Outlook inbox?" — agent reads the last 24 hours from your Microsoft 365 mailbox, groups by sender importance (customer, vendor, internal), and names the three threads that actually need a response today. No more scrolling Outlook on the phone between jobs.
RunsOn voice/chat request
When to runMorning inbox check, weekend catch-up, owner driving to first job
Microsoft OutlookMCP
MS06
📅 Outlook Calendar Today
Ask "what's on my Outlook calendar today?" — agent reads your Microsoft 365 calendar for the day: appointments, internal meetings, travel buffers. Same surface as Outlook Mobile but spoken in three sentences while you're driving.
RunsOn voice/chat request
When to runMorning kickoff, between-jobs check, evening prep for tomorrow
Microsoft OutlookMCP
MS15
➕ Excel Table Add Row
Tell the agent "add a row to the Leads table: Mike Smith, Saturday, AC tune-up, came from Facebook" — agent appends the row to your Excel structured table. Lead capture from the truck straight into the master sheet.
RunsOn voice/chat request
When to runNew lead phoned in, customer added at a job site, vendor logged on the fly
Microsoft ExcelMCP
MS19
📝 Word Quote Generator
Say "draft a quote for the Wilson lead — HVAC tune-up, $325" — agent pulls the quote template from OneDrive, fills in customer name, scope, line items, total, and signature block, saves a new Word doc. Quote in 8 seconds instead of 12 minutes hunting templates.
RunsOn voice/chat request
When to runNew lead needs a quote, fast turnaround on estimates
Microsoft WordMicrosoft OneDrive2 MCPs
MS17
🌅 Morning Brief
Ask "give me the morning brief" — agent pulls your Outlook calendar for today, the OneDrive/Excel job list for today's crew assignments, and any priority Outlook emails from customers about today's jobs. One spoken summary covers calendar + files + inbox.
RunsOn voice/chat request
When to runMorning kickoff, first coffee, owner waking up the day
Microsoft OutlookMicrosoft ExcelMicrosoft OneDrive3 MCPs
MS23
📧 Word Quote to PDF
Say "convert today's Wilson quote to PDF so I can email it" — agent pulls the Word file from OneDrive, converts to clean PDF via Graph API, drops it in your Outbox attached to a draft email to the customer. Quote in their inbox before they finish their coffee.
RunsOn voice/chat request
When to runQuote drafted in Word, needs to go out as PDF for signature
Microsoft WordMicrosoft Outlook2 MCPs

Browse all 60+ plays in the Playbook →

Benchmarked against operators like you

See exactly where the gaps are — and what they're costing you.

Every metric compared against operators your size running their business on Microsoft 365.

Sample Microsoft 365 Operator Benchmark
You Avg Top 25%
Inbox Response Time
14h8h2h
Quote Turnaround
3.2d2.1d8h
Close Rate
44%52%70%
Avg Ticket
$312$298$391
Net Margin
16%14%21%
Revenue / Tech
$21k$24k$32k
Sample benchmark · Microsoft 365 operators · 1–10 technicians · n = 104 businesses
Already on Jobber, ServiceTitan, QuickBooks?

Keep your stack. The agents work on top.

You already have Microsoft 365. Outfitter agents read and write through the official Microsoft Graph API — no new app to learn, no replacement, no migration.

JobberJobber QuickBooksQuickBooks Google CalendarGoogle Calendar GmailGmail StripeStripe TwilioTwilio MailchimpMailchimp + Yours? Ask.

Don't switch your software. Add the brain that runs it.

Run your Microsoft-365-based business in one of these trades?
HVAC Plumbing Electrical General Contractor Roofing + 15 more →
Every Microsoft 365 action your agents have

The full surface — 14 actions, day one.

These are the atomic actions your Outfitter agents can take inside Microsoft 365, the moment you connect. Plays string these together to do real work end-to-end.

Outlook Mail 5 actions
read_inbox
Pull recent messages from your Microsoft 365 mailbox with subject, sender, and snippet.
MS01 · Outlook Inbox PulseReads the last 24 hours, groups by sender importance, names the three threads that need a response today.
search_messages
Search Outlook by sender, subject, or keyword across your full mailbox.
MS02 · Outlook Search Sweep"Find every email from Carrier this quarter" — returns matching threads with subject + snippet.
send_email
Send a new Outlook email under your address, with signature.
MS03 · Outlook Quick Send"Email Mrs. Anderson the appointment confirmation for Thursday at 2" — drafted, sent, done.
reply_to_message
Reply to an Outlook thread keeping threading intact.
MS04 · Outlook ReplyAgent reads the thread aloud, drafts your reply in your voice, sends it from Outlook.
draft_message
Stage an Outlook draft in your Drafts folder for review later.
MS05 · Outlook Draft"Draft a thank-you email for the Murphy job" — staged for your review tonight on the laptop.
Outlook Calendar 3 actions
read_calendar_today
Read today's Outlook calendar: appointments, internal meetings, travel buffers.
MS06 · Outlook Calendar TodaySpoken in three sentences while you're driving to the first job.
find_free_slot
Read multiple users' Outlook free/busy and propose open meeting slots.
MS07 · Outlook Meeting Finder"When can I meet with the GM and the lead tech next week?" — top three open slots.
create_event
Create an Outlook calendar event with attendees, location, and confirmation emails.
MS08 · Outlook Event Create"Book the Carrier rep for Tuesday at 10 at the shop" — invited, located, confirmed.
Excel 3 actions
read_range
Read a named cell or range from an Excel workbook in OneDrive or SharePoint.
MS13 · Excel Range Read"What's in cell B12 of the truck maintenance sheet?" — spoken back, no laptop.
write_range
Write values into a named Excel range.
MS14 · Excel Range Write"Log 8 hours under Joe for the Murphy job in row 14" — written to the master sheet live.
append_table_row
Append a row to an Excel structured table.
MS15 · Excel Table Add Row"Add a row to the Leads table: Mike Smith, Saturday, AC tune-up, from Facebook."
Word 2 actions
read_doc
Read the body text of a Word document from OneDrive or SharePoint.
MS16 · Word Doc Read"Read me the maintenance contract for Anderson" — recall without paper.
generate_from_template
Fill a Word template (quote, contract, warranty, change order) with new values and save a fresh doc.
MS19 · Word Quote Generator"Draft a quote for the Wilson lead — HVAC tune-up, $325" — full doc in 8 seconds.
OneDrive & SharePoint 1 action
search_files
Search by filename or keyword across your full OneDrive and SharePoint surface, returns links.
MS11 · OneDrive Search"Find the Anderson estimate" or "pull the 2026 truck maintenance spreadsheet" — voice-first file recall.

More actions ship monthly. Outfitter's capability registry mirrors every Microsoft Graph endpoint within 30 days of release.

Connected to Microsoft 365 on day one.

Outlook, Excel, Word, OneDrive, SharePoint — read and write, voice and chat, via Microsoft Graph.

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