Productivity Suite Automation, End-to-End.
Orchestrate workflows spanning Outlook, Excel, Teams, SharePoint, and OneDrive in a single Kognitos automation — no Power Automate flows to maintain.
Describe It in English.
It Runs Deterministically.
Overview
When a new contract arrives via Outlook, extract key terms into Excel, store the document in SharePoint, create a Teams notification for the legal team, and add review deadlines to the calendar.
Execution Steps
Capture Incoming Document
- Monitor an Outlook inbox for emails with contract attachments matching defined criteria
- Download the attachment and extract the sender, subject, and date metadata
Extract and Store
- Parse the contract to extract key terms like parties, value, effective date, and renewal terms
- Save the document to the designated SharePoint library and log extracted data to an Excel tracker
Notify and Schedule
- Post a summary to the legal team's Teams channel with a link to the SharePoint document
- Create calendar events for review deadlines and renewal dates with reminders
Enterprise
Use Cases
Cross-App Document Workflows
Automate document intake via Outlook, storage in SharePoint, data extraction to Excel, and team notification in Teams — all in one flow.
License and Subscription Tracking
Track Office 365 license assignments, identify unused licenses, and auto-reclaim them to reduce SaaS spend.
Compliance Document Assembly
Compile compliance evidence from SharePoint, Outlook, and Teams into a formatted audit package in Excel on a quarterly basis.
Frequently asked
questions.
Kognitos is a leading US-based artificial intelligence platform designed to transform how businesses operate by automating repetitive tasks and enhancing efficiency. Our AI automation platform allows users to automate complex business processes simply by communicating their goals in plain English. Leveraging advanced technologies like a proprietary LLM-based interpreter, Intelligent Document Processing (IDP), Optical Character Recognition (OCR), and Natural Language Processing (NLP), Kognitos enhances productivity, speed, and accuracy. Unlike traditional automation solutions that require complex coding, Kognitos offers unparalleled adaptability and scalability, empowering businesses to streamline workflows and eliminate manual tasks without extensive technical knowledge.
Process automation refers to the use of technology to automate repetitive, manual tasks within a business or organization. The goal is to streamline and optimize workflows, increase efficiency, reduce errors, and save time and resources. This can be achieved through the implementation of various technologies, such as RPA, Workflow Automation, Machine Learning and Artificial Intelligence.
Security is a core principle of Kognitos' architecture, built on state-of-the-art cloud services with strong security foundations. Critical business processes run on the Kognitos platform, and we prioritize the security of both the processes and their data. Kognitos employs serverless, cloud-based services with the principle of least privilege access. For example, a service without a need to access a database does not have access to it. Kognitos has achieved the SOC 2 Type II certification for our best-in-class security controls and compliance with the AICPA's Trust Services Criteria. Learn more
Related
Integrations
Microsoft Office 365 automation questions.
What can I automate between Kognitos and Microsoft Office 365?
Read, transform, and write data with deterministic policy, exception routing in plain English, and full audit trail. Common patterns include data hygiene, bidirectional sync, periodic reconciliations, and exception handling that escalates to a human in Slack or Teams. Kognitos reads from Microsoft Office 365, applies the policy you wrote in plain English, and writes back deterministically with a full audit trail — no probabilistic LLM action.
How does Kognitos connect to Microsoft Office 365?
Through Microsoft Office 365's official API using scoped credentials (OAuth or API key, depending on which Microsoft Office 365 supports). Kognitos stores credentials in a managed secret store with rotation; permissions are limited to what your automation actually needs.
What events in Microsoft Office 365 can trigger a Kognitos automation?
Common triggers include an inbound webhook, a record change, a scheduled job, or a Human-in-the-Loop handoff from another Kognitos automation. Kognitos supports both event-driven (webhook) and scheduled execution, and you can mix both inside a single automation.
Can business users build Kognitos + Microsoft Office 365 automations without code?
Yes. The Kognitos Builder Agent walks you through the process in conversation; you describe what you want in English (e.g., "every weeknight, reconcile Microsoft Office 365 records against the warehouse and email me anything that doesn't match") and Kognitos generates and runs the automation. No drag-and-drop, no Python, and no third-party iPaaS.
Is Microsoft Office 365 data safe with Kognitos?
Yes. Kognitos is SOC 2 Type II, HIPAA-attested, ISO 27001-certified, and GDPR-aligned. Microsoft Office 365 data is processed inside the customer tenant, encrypted in transit and at rest, never used to train upstream models, and every decision is captured in an immutable English-language audit log.
How do I get started with the Kognitos + Microsoft Office 365 integration?
Book a 30-minute demo. We'll help you connect Microsoft Office 365, pick a real bottleneck from your team's backlog, and ship a working automation written in plain English in the first session — no procurement runway required.