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Microsoft Apps Integration

Connect Sally AI with your Microsoft Apps - including Planner, Microsoft To Do, and OneNote - to create tasks and meeting notes directly from your Sally insights.

Generate follow-ups in your Microsoft workspace with just one click and keep all your tools perfectly synchronized.


Quick Navigation

  1. How to connect Microsoft Apps with Sally AI
  2. How to create tasks and notes in Microsoft Apps

1. How to connect Microsoft Apps with Sally AI​

Follow these steps to enable the Sally–Microsoft Apps integration.

  1. Open Settings in the left sidebar.

    Open Settings in Sally

    Figure 1: Go to Settings

  2. Go to Integrations and click “+ Add integration” under “Your personal integrations.”

    Open Integrations and click Add integration

    Figure 2: Add integration

  3. Select Microsoft Apps and click "Connect". Complete the OAuth flow in Microsoft.

    Select Microsoft Apps and connect

    Figure 3: Select Microsoft Apps → Connect

  4. After a successful connection, your Microsoft Apps integration will appear under “Your personal integrations.”

    Microsoft Apps connected successfully

    Figure 4: Microsoft Apps are now connected

info

If your connected Microsoft account is a personal account, only the option to create a task in To Do
is available.

Other actions - such as creating tasks or comments in Planner or saving meeting notes in OneNote - require a work, school, or university account.

When a personal account is used, these buttons will appear grayed out or unavailable.


Microsoft distinguishes between two main account types:​

  1. Microsoft account (personal):
    A personal account you use to access consumer services like Outlook.com, Xbox Live, Skype, or Microsoft Store.
    These accounts are usually linked to an email ending with @outlook.com, @hotmail.com, or similar.

  2. Work, school, or university account:
    An account provided by your organization (e.g. a company or educational institution) that gives access to Microsoft 365, Planner, To Do (work), Teams, OneNote, and other enterprise tools.

2. How to create tasks and notes in Microsoft Apps​

Once your Microsoft Apps are connected, you can create or update tasks and notes directly from Sally with a single click.

2.1. Create a task in Planner​

  1. Open the desired meeting in Sally.

  2. Hover over any insight, decision, or task in your summary and click the Planner icon → "Create task in Planner".

    Select Create task in Planner

    Figure 5: Choose Create task in Planner

  3. Fill out the form fields such as Board, Bucket, and Task name (required fields are marked with *).

    Planner task creation form

    Figure 6: Fill out Planner task fields and click Create

  4. Click Create to send the task to Microsoft Planner.

2.2. Add a comment to an existing Planner task​

  1. Hover over a Sally insight and click the Planner icon → Add comment to Planner task.

    Select Add comment to Planner task

    Figure 7: Add comment to existing Planner task

  2. Select the corresponding Board and Task, then edit or confirm the comment text.

    Planner comment form

    Figure 8: Fill in comment details and click Create

2.3. Create a task in Microsoft To Do​

  1. Hover over a Sally task or next step, click the To Do icon, and choose Create task in To Do.

    Select Create task in Microsoft To Do

    Figure 9: Choose Create task in Microsoft To Do

  2. Fill out the task name, list, description, and due date.

    Microsoft To Do task creation form

    Figure 10: Fill out To Do fields and click Create

  3. Click Create to add it to your Microsoft To Do list.

2.4. Create a page in OneNote​

You can also send meeting summaries or notes to Microsoft OneNote for easy archiving.

  1. Hover over the summary section and click the OneNote icon → Create page in OneNote.

    Microsoft To Do task creation form

    Figure 11: Choose Create page in OneNote

  2. Choose the desired Notebook and Section, then confirm the content to be added.

  3. Click Create to save the notes in your OneNote workspace.

    Microsoft To Do task creation form

    Figure 12: Fill out To Do fields and click Create

Best practice

Use OneNote for structured meeting documentation and reference material, while Planner and To Do handle actionable items.