Microsoft Planner for your voice agent

Microsoft Planner is a collaborative work management app for organizing plans, tasks, buckets, and team assignments. It helps teams coordinate work, track progress, and keep projects moving in Microsoft 365.

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Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Needs setup
Plan
Every plan, from Starter at A$49 a month
How it connects
With your own Microsoft Planner app. You register an app in Microsoft Planner's developer settings, paste its client ID and secret in Connected apps, then sign in.
What it reads
26 actions, such as beta: Get Roster, beta: Get Roster Member and beta: List Roster Members.
What it changes
20 actions, such as beta: Add Roster Member, beta: Assign Roster Sensitivity Label and beta: Create Roster.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 46. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Microsoft Planner actions

Reads 26

  • Beta: Get Roster
  • Beta: Get Roster Member
  • Beta: List Roster Members
  • Beta: List Roster Plans
  • Beta: List User Roster Plans
  • Get Assigned To Board Format
  • Get Bucket
  • Get Bucket Board Format
  • Get Plan
  • Get Plan Details
  • Get Planner Entry Point
  • Get Progress Board Format
  • Get Task
  • Get Task Details
  • List Buckets by Plan
  • List Bucket Tasks
  • List Drive Creator Plans
  • List Group Plans
  • List My Assigned Tasks
  • List My Plans
  • List Plan Buckets
  • List Plans by Owner
  • List Plan Tasks
  • List Tasks by Plan
2 more
  • List User Assigned Tasks
  • List User Plans

Changes 15

  • Beta: Add Roster Member
  • Beta: Assign Roster Sensitivity Label
  • Beta: Create Roster
  • Beta: Create Roster Plan
  • Create Bucket
  • Create Plan
  • Create Task
  • Update Assigned To Board Format
  • Update Bucket
  • Update Bucket Board Format
  • Update Plan
  • Update Plan Details
  • Update Progress Board Format
  • Update Task
  • Update Task Details

Deletes 5

  • Beta: Delete Roster
  • Beta: Remove Roster Member
  • Delete Bucket
  • Delete Plan
  • Delete Task

Microsoft Planner setup

  1. Registering your Microsoft Planner app

    Create an app in Microsoft Planner's developer settings and copy its client ID and secret. Connected apps shows the redirect address to give it.

  2. Signing in to Microsoft Planner

    Paste the client ID and secret in Connected apps, then sign in and approve access.

  3. Choosing the actions

    Choose which of the 46 actions the agent may use. Start with lookups and add the ones that change Microsoft Planner when you're ready.

  4. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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