How to Connect Claude Cowork to M365: Outlook, Teams, SharePoint & Calendar

Categories: Tools, AI, Product

Summary

Claude now integrates directly with Microsoft 365's core productivity suite—Outlook, Teams, SharePoint, and Calendar—enabling AI to automate multi-step workflows like downloading contracts, applying signatures, and sending them back without leaving M365.

Key Takeaways

  1. Enable M365 integration through Claude's Customize menu → Connectors → Microsoft 365 to unlock native email sending and calendar event creation capabilities.
  2. Use Zapier SDK setup to unlock Teams messaging and attachment downloads, extending Claude's capabilities beyond basic email functionality.
  3. Automate contract workflows: Claude can download email attachments, apply signatures, and send back without manual intervention—a practical multi-step automation.
  4. Claude's M365 integration positions it as a workflow automation tool within existing enterprise infrastructure rather than requiring context-switching to separate AI tools.

Related topics

Transcript Excerpt

Claude can finally get work done in Outlook, Teams, SharePoint, and your calendar. Here's how. Open up Claude, go to Customize, click connectors, and then connect to Microsoft 365. Now you can send emails and create calendar events. To send Teams messages and download attachments, set up the Zapier SDK. Then your prompts get powered up. I can have Claude download a contract attached to an email, apply my signature, and then send it back. To learn more, check out the full tutorial on…

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