Microsoft 365

Work, school and personal Microsoft accounts are supported.

What it can do

The connector is split into apps. An admin turns on only the ones the organisation needs.

App	What Lucy can do	Tools	Needs your OK each time
Mail	Search and read your mail, write drafts into your Drafts folder. Cannot send.	mail_search, mail_read, mail_draft	Drafting asks by default
Send mail	Send a message you have reviewed	mail_send	Yes, every message
Calendar	See your calendar, book meetings with guests	calendar_list, calendar_create_event	Booking asks, every time
Files	Search, browse and read files you can open in OneDrive and SharePoint. Read only.	files_search, files_list, files_read	No

Sending is a separate app on purpose: an organisation can allow Lucy to read and draft mail without ever allowing it to send.

Why it is safe

• Least privilege. Each app requests only the Microsoft permissions it needs: Mail.Read and Mail.ReadWrite for mail, Mail.Send for sending, Calendars.ReadWrite for calendar, Files.Read.All for files.
• Your access, no more. Lucy sees only what your account can already open.
• Approval cards. Sending mail and creating events show every recipient and the full content first.
• Revocable. Disconnect at any time. Removing a member deletes their connections.

Use cases and example usage

Job	Say this	What happens
Catch up on a client	“Summarise the last two weeks of email with Kessler in five bullets and list open questions.”	Lucy searches your mailbox, reads the threads and summarises with the messages it used.
Draft a reply in your voice	“Draft a reply to Harry’s last email. Confirm Thursday and ask for the signed form.”	A draft appears in your Drafts folder. You edit and send it yourself.
Chase what is missing	“Which suppliers have not replied to my request from Monday? Draft a polite nudge for each.”	One draft per supplier, ready to review.
Find the attachment	“Find the 2026 fee schedule PDF that Remi sent in the spring and compare it to this invoice.”	Lucy finds the file, reads it, and runs the comparison.
Book a meeting	“Find 30 minutes tomorrow morning with Remi and Thibaut and set up ‘Quarterly fee review’.”	Lucy shows the invite with guests and time. It is sent only after you click Allow once.
Prepare for a call	“What is on my calendar tomorrow? For each meeting, pull the last related email and the latest file.”	A one-page brief per meeting from your mail, calendar and files together.
Work from a file in the cloud	“Open the Q3 pack in OneDrive and list every figure that changed since Q2.”	Lucy reads the files you can open and reports with the file and page.

A complete example

“Prepare me for Thursday’s call with Kessler. Read their last three emails, check the contract in SharePoint for the notice period, and draft an agenda email to them. Do not send anything.”

Lucy reads the mail, reads the contract, and leaves a draft in your Drafts folder. You see each step it took, and nothing leaves your mailbox. Work that used to span three applications and half an hour becomes one request and a review.

Where it helps most

• People who live in their inbox: account managers, finance, operations, legal.
• Recurring prep work: weekly status mails, meeting briefs, follow-ups.
• Anywhere “find the thing, then act on it” currently means four windows.

What approval looks like

When Lucy wants to do something that reaches other people, it stops and shows you exactly what it will do. Nothing is sent to Microsoft 365 until you allow it.

• Allow once runs this one action. The next one asks again.
• Deny refuses this action. Deny always hides the tool from Lucy for you.
• The card is bound to what you see: if Lucy changes a recipient or a time, it must ask again.

Configure it (admins)

1. Open Admin → Connectors and select Microsoft 365.
2. Turn the connector on and tick the apps you want. Start with Mail and Files, and add Send mail and Calendar once your rules and approvals are in place.
3. Review the tool permissions, grouped as read-only tools and write and delete tools, each with a choice of allow, ask or deny. The defaults (allow for reads, ask for writes) suit most organisations. Set deny on any tool you never want.
4. Tell your people. Each person now connects their own account.

Note

If your Microsoft tenant restricts users from consenting to apps, a tenant administrator may need to approve Ask Lucy once.

Connect your account (users)

1. Open Settings → Connectors → Microsoft 365 and choose Connect.
2. Sign in at Microsoft and approve the access shown for the apps your admin enabled.
3. Back in Lucy, try: “Find the latest email from the supplier and draft a reply.”

You can make any tool stricter for yourself on the same page, or switch the whole connector off without disconnecting.