Overview
The Microsoft 365 integration brings the power of your Microsoft productivity suite directly into Hatz. Once connected, you will get access to up to 82 tools across Outlook, Calendar, Team, OneDrive, SharePoint and Excel.
The Microsoft 365 integration uses an Enterprise Application in Microsoft with the necessary permissions to allow Hatz to interact with M365 data.
This is a per user integration meaning each user that wants to use the Microsoft 365 tools need to setup the integration.
Prerequisites
Before integrating Microsoft 365, confirm the below:
You have access to a Global Admin user in the M365 tenant you plan to integrate
You are able to manage and add integrations in Hatz
Integration Process
A Global Admin user must configure the M365 integration before any other users attempt to setup the connection. The Global Admin user will grant consent for the rest of the organization which will then allow anyone else to connect M365. The Global Admin can use the below steps to integrate first and then all other users will use the same steps. Follow the below steps to setup the integration:
Login to Hatz, select Workshop at the top and then select Connections on the left menu
Search for Microsoft 365 and select "Add"
Select which toolkits you need for the integration and review the associated permissions and then select "Connect Microsoft 365"
You will be redirected to Microsoft to authenticate
As a Global Admin you will see the permissions being requested and will check the "Consent on behalf of my organization box" and will then be redirected back to Hatz
As a normal user you will be redirected back to Hatz
Confirm that Microsoft 365 is now showing as connected
Video walkthrough of the integration:
Available Tools With Microsoft 365 Integration
Below are the available tools once M365 has been integrated
📧 Outlook Email (4 tools)
Tool | Description |
list_emails | Fetch recent emails from inbox (up to 50) |
read_email | Read the full content of a specific email |
search_emails | Search emails by keywords, subject, body, or sender |
create_email | Create a draft email in the Drafts folder |
📅 Calendar (3 tools)
Tool | Description |
list_events | Fetch upcoming calendar events with full details |
create_meeting | Create a calendar meeting with Teams link |
decline_meeting | Decline a calendar meeting invitation |
💬 Microsoft Teams (18 tools)
Team Management
Tool | Description |
get_authed_user | Get authenticated user's profile |
list_teams | List all teams user is a member of |
create_team | Create a new team |
get_team | Get details of a specific team |
list_team_members | List members of a team |
add_member_to_team | Add a member to a team |
Channel Management
Tool | Description |
list_channels | List channels in a team |
get_channel | Get channel details |
create_channel | Create a new channel in a team |
Chat & Messaging
Tool | Description |
list_chats | List user's chats |
create_chat | Create new chat (1:1 or group) |
get_chat_messages | Get messages from a chat |
post_chat_message | Post a message to a chat |
post_channel_message | Post a message to a team channel |
reply_to_message | Reply to a channel message |
Meetings & Transcripts
Tool | Description |
list_meetings | List past Teams meetings |
get_meeting | Get online meeting details |
create_online_meeting | Create a Teams online meeting |
get_meeting_id_from_join_url | Resolve meeting ID from a join URL |
list_transcripts | List meeting transcripts |
get_transcript | Get transcript content |
Users
Tool | Description |
list_users | Search and list organization users |
📁 OneDrive & SharePoint (10 tools)
File Browsing
Tool | Description |
get_drive | Get user's default drive info and quota |
list_items | List items in a drive folder |
get_recent_items | List recently accessed files |
get_shared_items | List items shared with user |
get_sharepoint_list_items | Get SharePoint list items |
File Operations
Tool | Description |
download_file | Download file and get presigned URL |
download_shared_file | Download a shared file |
update_drive_item_metadata | Update file name/description |
create_link | Create a sharing link |
Search
Tool | Description |
graph_search | Search OneDrive/SharePoint using KQL |
📊 Excel (36 tools)
Session Management
Tool | Description |
create_excel_session | Create workbook session (required first) |
close_excel_session | Close workbook session (call when done) |
get_workbook_info | Get workbook information |
list_workbook_permissions | List file permissions |
Worksheet Management
Tool | Description |
list_worksheets | List all worksheets |
get_worksheet_info | Get worksheet info |
add_worksheet | Add new worksheet |
update_worksheet | Update worksheet properties |
delete_worksheet | Delete worksheet |
protect_worksheet | Protect worksheet from editing |
Range Operations
Tool | Description |
get_range | Get a range of cells |
get_used_range | Get used range of worksheet |
get_row_range | Get entire row |
get_column_range | Get entire column |
update_range | Update cell values |
get_sharepoint_range | Get range from SharePoint workbook |
update_sharepoint_range | Update SharePoint range |
clear_range | Clear range contents |
insert_range | Insert blank cells |
merge_cells | Merge cells in range |
sort_range | Sort range |
Table Management
Tool | Description |
list_tables | List worksheet tables |
add_table | Create new table from range |
update_table | Update table properties |
delete_table | Delete table (converts to range) |
list_table_columns | List table columns |
get_table_column | Get column details |
add_column_to_table | Add new column |
delete_column | Delete column |
list_table_rows | List table rows (with pagination) |
add_row_to_table | Add single row |
add_rows_to_table | Add multiple rows |
delete_row | Delete row |
Chart Management
Tool | Description |
list_charts | List worksheet charts |
get_chart | Get chart details |
add_chart | Create new chart |
update_chart | Update chart properties |
update_chart_legend | Update chart legend |
delete_chart | Delete chart |
📋 Tool Count Summary
Category | Tools |
4 | |
Calendar | 3 |
Microsoft Teams | 18 |
OneDrive & SharePoint | 10 |
Excel | 36 |
Total | 71 |
For Users With the Old M365 Integration
Users who want to access the new tools must disconnect and reconnect the Microsoft 365 integration to obtain the updated permissions.
Steps:
Navigate to the Workshop tab and select Connections on the left
Select the gear icon on the existing Microsoft 365/Outlook integration and delete it
Reconnect using the updated Microsoft 365 integration
Data Safety and Destructive Actions
To keep your information safe, we’ve designed this integration and available tool calls to be helpful without being destructive. You can use the tool calls to create, find, and update information, but it does not have the authority to delete items. This design choice puts you in control, ensuring that no important data is ever removed without your explicit, manual action.
Common Questions and Troubleshooting
I am attempting to integrate Microsoft 365 and Hatz but I am getting a "Need admin approval" message
This screen is shown when a Global Admin in Microsoft has not configured the integration and granted admin consent
Please reach out to an administrator in your Microsoft 365 tenant and ask them to setup the integration
Once that has been done, try configuring the integration again
Does Hatz need all of the permissions shown when setting up the integration?
Hatz requests access to the permissions for the toolkits that are selected when setting up the integration
You can not select or deselect individual permissions scopes at the time of the integration but once it has been integrated you can edit the permissions within the Enterprise Application in Microsoft if you would like to make it less permissive
Will all users have access to all of the data in Microsoft 365?
No - Users will only have access to the data that their user in Microsoft is able to access.
Can I send emails and create OneDrive or SharePoint files with this integration?
You are not able to send emails from Outlook or create files in OneDrive or Sharepoint with the M365 integration.
Please add this as a feature request or upvote a current reuqest on our Canny board: https://hatz-ai.canny.io/feature-requests
I am not able to perform "X" action within Microsoft 365 through the integration.
This is more than likely due to that action not being supported as a tool for the integration.
Please add this as a feature request or upvote a current reuqest on our Canny board: https://hatz-ai.canny.io/feature-requests