Reel AI + Microsoft 365
Connect customer communication with the workflows behind it.
Outlook calendar, email and Teams for business. Reel AI answers the conversations around it, captures the detail your team needs, and — where supported — passes it into Microsoft 365.
A pathway looks possible. Our engineering team assesses your software and workflow first.
Capabilities depend on your software and integration scope.
Workflows
What could Reel AI and Microsoft 365 automate?
Start with the workflow, then connect the technology. Below are the workflows we have confirmed a pathway for — anything not listed is assessed by our engineers before it is promised.
A new enquiry arrives
- 01Customer contacts your business
- 02Reel AI answers
- 03Intent identified
- 04Required information captured
- 05Where supported, the detail continues into Microsoft 365
- 06Your team continues from the system they already use
An existing customer follows up
- 01Caller matched to an existing record where lookup is supported
- 02Reel AI confirms what the conversation relates to
- 03The detail is captured in a consistent format
- 04Escalated to your team when it needs a human
- 01
Customer contacts your business
- 02
Reel AI answers
- 03
Intent identified
- 04
Required information captured
- 05
Relevant Microsoft 365-supported workflow
- 06
Your team continues from the system they already use
In practice
What could this look like?
Everyday moments in a general business business. A connected workflow could allow each of these to continue inside Microsoft 365.
New enquiry
Enquiry qualified → details captured → the right person notified.
Existing customer question
Handled or escalated, with the detail recorded either way.
After-hours contact
Answered immediately → information ready for your team.
What this is worth to a general business business
- Fewer missed enquiries
- Faster customer response
- Consistent information capture
- Repetitive questions handled automatically
- Work routed to the right person
- After-hours contact answered
How we connect it
Start with the workflow. Then connect the technology.
Tell us what you want to happen between Reel AI and Microsoft 365. Our team works with you to understand the workflow first, then our engineers assess what Microsoft 365 supports and determine the most appropriate connection. Any additional engineering requirements are scoped before implementation.
Integration options available subject to technical assessment
Our team works with you to understand the workflow you want to connect. Our engineers then assess the APIs, permissions and connection options supported by Microsoft 365.
Talk to Us About Your Workflow →What a connected workflow could allow
- Answer calls and messages in your business's tone of voice
- Identify the enquiry and capture the details your team needs
- Route the conversation to the right person
- Trigger a follow-up message
- Pass the captured detail into Microsoft 365 where the platform supports it
Integration requirements are scoped with our team based on your software and workflow.
What we confirm before building
- • Available actions depend on your Microsoft 365 plan and API access.
- • Permissions and account structure are reviewed with your team before scoping.
- • Integration options depend on your setup, available API access and required workflows — scoped with our team before anything is built.
Questions
Reel AI and Microsoft 365 — the honest answers.
Integration status, capability and cost, without the sales language.
Does Reel AI integrate with Microsoft 365?+
Not as a fixed, pre-built connection. Integration options with Microsoft 365 are available subject to technical assessment — our engineers review the APIs, permissions and connection options available before anything is promised.
What can Reel AI do with Microsoft 365?+
Reel AI can handle the customer conversation and capture the detail today. What can then flow into Microsoft 365 depends on the workflow you need and what the platform supports — which our engineers assess with you.
Do I need the integration to use Reel AI?+
No. Reel AI can begin handling customer communication without a deep software integration. You can start with your Reel AI Brain and agents, then work with our team to assess which software connections would create additional value.
Can you build a custom workflow with Microsoft 365?+
Our team can work with you to understand the workflow you need. Our engineers then assess the APIs, permissions and capabilities available through Microsoft 365 to determine what is technically possible.
How much does a Microsoft 365 integration cost?+
It depends on the workflow and technical requirements. Where additional engineering is required, our team will scope the connection with you before implementation.
Integration availability and functionality depend on the APIs, permissions and capabilities supported by the third-party software and the requirements of your workflow.
Where this fits
Microsoft 365 businesses using Reel AI.
Follow the same intelligence through your industry and the agents that use this connection.
Real outcomes
What owners say once Reel AI is running.
I finally switched off. “I was burnt out from always being available. Now I leave work knowing every enquiry is covered and nothing is waiting for me to rescue it.”
Ashley M. · Agency Principal · Real Estate
My weekends came back. “Saturday used to mean calls between inspections and family plans. Now the agency keeps moving without my phone running the day.”
Daniel R. · Agency Director · Real Estate
Holidays feel like holidays again. “For the first time in years, I went away without constantly checking what the office had missed. The business just kept moving.”
Priya N. · Licensee · Real Estate
What could we take off your team's plate?
Tell us which software you use and where the repetitive work happens. We'll help determine the best way to connect Reel AI into your workflow.