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AI automation for Microsoft 365.

AI automation for Microsoft 365 means layering reviewed AI agents on top of Microsoft 365 to handle work like email triage and reply drafts in Outlook, meeting summary drafts from Teams transcripts working natively with Microsoft 365 features like Copilot, Power Automate, SharePoint. Horizon AI scopes one workflow, builds it with human approval on the decisions that matter, and hands over a runbook - your data stays in Microsoft 365.

Microsoft 365 is the dominant productivity suite for Australian professional services and mid-market businesses. Horizon AI builds reviewed AI workflows that sit inside Microsoft 365, layered onto how your team already works.

30 min with our Director. No sales rep, no follow-up.

Microsoft 365 logo

Microsoft 365

Productivity and collaboration

  • Faster summaries from meetings, threads and files
  • Cleaner action-item capture and routing
  • Reviewed AI drafts inside familiar tools
  • Less context-switching between apps
How AI fits in Microsoft 365

AI workflows that speak Microsoft 365's language.

Below are the actual product modules, features and ecosystem partners Microsoft 365 uses - the AI layer Horizon AI builds slots into these, not around them.

Horizon AI builds custom Copilot agents and Power Automate flows that orchestrate work across the Microsoft 365 stack - drafting Word and Outlook content grounded in SharePoint and OneDrive, populating Excel and Planner from line-of-business data, and routing approvals through Loop and Teams. We connect Microsoft 365 to your CRM, ERP and ticketing systems using Entra ID for SSO and Purview for governance, so AI assistants act on tenant-grounded information with the right permissions and audit trail in place.

By the numbers. Microsoft 365 Business plans include 1 TB of cloud storage per user (microsoft.com/en-au/microsoft-365/business).

Microsoft 365 modules and features we work inside
CopilotPower AutomateSharePointOneDriveLoopPlanner
Other Microsoft 365 implementation specialists in Australia
  • Data#3 (Microsoft's largest Australian business partner)
  • Fusion5 (Tier 1 Microsoft Cloud Solution Provider across ANZ)

Horizon AI sits alongside these specialists - not as another implementer of Microsoft 365 itself, but as the AI workflow layer that runs on top of what they (or you) have already set up.

Microsoft 365 AI workflows

First workflows worth automating in Microsoft 365.

Each workflow has a defined trigger inside Microsoft 365, a reviewed AI step and a measurable change in how the team spends its week.

Email triage and reply drafts in Outlook

Designed around a clear trigger inside Microsoft 365, a reviewed AI draft and a measurable reduction in admin time.

Microsoft 365toReview

Meeting summary drafts from Teams transcripts

Designed around a clear trigger inside Microsoft 365, a reviewed AI draft and a measurable reduction in admin time.

Microsoft 365toReview

Document and SharePoint folder summarisation

Designed around a clear trigger inside Microsoft 365, a reviewed AI draft and a measurable reduction in admin time.

Microsoft 365toReview

Calendar and Booking enquiry triage

Designed around a clear trigger inside Microsoft 365, a reviewed AI draft and a measurable reduction in admin time.

Microsoft 365toReview

Inbox-to-CRM handover automations

Designed around a clear trigger inside Microsoft 365, a reviewed AI draft and a measurable reduction in admin time.

Microsoft 365toReview
How the integration works

AI inside Microsoft 365, not bolted on top.

Microsoft 365 integrations use the supported API or extension framework, scoped to the workspaces, channels or folders the workflow needs and approved by the admin.

Horizon AI scopes one narrow workflow first, builds it with the access boundaries your team is comfortable with, and hands over an operating runbook so the AI step is reviewable and replaceable.

workflow.liveLive
InMicrosoft 365Source
AIReviewed draftReview gate
OutMicrosoft 365Action
  • AI Summary drafted review
  • OK Microsoft 365 update prepared queued
Common questions

Microsoft 365 AI automation, answered.

Can AI handle email triage and reply drafts in Outlook in Microsoft 365?
Yes - this is one of the first Microsoft 365 workflows Horizon AI builds. An AI agent watches for the trigger inside Microsoft 365, drafts the email triage and reply drafts in Outlook, and routes it to a person for a quick review before anything is sent or posted. You keep the approval; the agent removes the manual time.
Does the AI work with Microsoft 365 features like Copilot and Power Automate?
It works alongside them. Horizon AI builds against Microsoft 365's own capabilities - Copilot, Power Automate, SharePoint, OneDrive - rather than replacing them, so the AI layer reads and writes through the same features your team already uses. Exact depth depends on your subscription tier and user roles. For context, Microsoft 365 reports microsoft 365 business plans include 1 tb of cloud storage per user (microsoft.com/en-au/microsoft-365/business).
Can Horizon AI integrate with Microsoft 365?
In most cases yes. Microsoft 365 exposes supported integration paths that Horizon AI can build against. The exact integration depth depends on your subscription tier, the user roles available and the data each workflow needs.
Does Horizon AI replace Microsoft 365?
No. Microsoft 365 stays as your system of record. Horizon AI layers reviewed AI workflows on top so your team spends less time on repetitive admin while the data continues to live inside Microsoft 365.
Which productivity and collaboration workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call covers this in detail and maps it to ai automation for professional services firms patterns we have built before.

Ready to layer AI inside Microsoft 365?

Tell us the Microsoft 365 workflow you'd rather not be doing yourself. We will scope what it would cost to automate and what you would save, before the call ends.