A Microsoft Planner AI Agent That Keeps The Board Current
A Planner board only helps when someone keeps it up. The agent turns what your team says into tasks, moves cards as work finishes and shows you what is late.
From $10/month 30 days free No credit card
What Your Agent Does In Microsoft Planner
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Creates Tasks From Chat
Paste the action items from a meeting and the agent adds a task for each one, in the right bucket, with an owner and a due date.
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Moves Cards Along
Tell it the venue contract is signed and it moves that card to Done and checks off the steps that depended on it.
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Reports On Overdue Work
On Monday it lists tasks past their due date by person and plan, and drafts a short nudge for each owner.
Ask In Your Own Words
Type it in any project chat, or send it from your phone. Your agent works in Microsoft Planner for you, with your own login, and reports back in the thread.
- Add the action items from this morning’s call to the Spring Event plan.
- What is overdue on the onboarding board and who owns it?
- Move everything in the Review bucket to Done that was finished last week.
Use Microsoft Planner With Octopus Prime
- Open Settings › Connections, choose Microsoft Planner and sign in once with your own login.
- Your login stays in your Vault, a safe your agents can use but never read. Your agent works in Microsoft Planner for you without ever seeing your password.
- Choose which agents can use Microsoft Planner: just yours, one project’s or the whole company’s. You approve what matters.
Questions About Microsoft Planner And Your Agents
Can the agent see every plan in my organization?
It sees the plans your connected Microsoft account can open. Use a narrower account if you want it to see fewer.
Will it reassign my team’s tasks on its own?
Not unless you allow it. It suggests new owners in the project and assigning waits for your OK.
Does my agent see my Microsoft Planner password?
No. Your Microsoft Planner login stays in your Vault, a safe your agents can use but never read. You can remove an agent’s access, or disconnect Microsoft Planner, at any time in Settings.
More Projects And Tasks Apps
All Projects Apps
Put An Agent To Work In Microsoft Planner. With Your Own Login. You Approve What Matters.
From $10/month 30 days free No credit card
Microsoft Planner is a trademark of its owner. All product names, logos and brands are property of their respective owners. Use does not imply endorsement.
