Microsoft Planner

Microsoft Planner is the group-scoped task layer of the Microsoft 365 stack — plans owned by a team or group, with buckets, assignments, and progress tracking. The integration lets myai read and write Planner data through Microsoft Graph, so plans your team is actually running in Planner stay in sync with workflows running elsewhere in myai.

What you can do

• Pull plan state into a canvas — bucket layout, task progress, assignments, due dates, all in a single structured view.
• Create and update tasks from chat or functions — capture follow-ups from a meeting recap or auto-create from external triggers (CRM, email, support tickets).
• Assignment-aware workflows — read who's assigned to what, route follow-ups based on owner, surface workload imbalances.
• Progress tracking and rollups — "what's red across all active plans" for the team lead's Monday-morning view.
• Cross-tool aggregation — Planner tasks alongside Microsoft To Do, Asana, or Jira items in a single digest.

How to connect

Two paths, depending on tenant policy:

• OAuth (recommended) — sign in with your Microsoft account, grant Tasks.ReadWrite, Group.ReadWrite.All, and User.Read via Microsoft Graph. No Azure setup required.
• Azure App Registration — for tenants where admin consent is required, provide the Azure AD App (Client) ID, Client Secret, Tenant ID, and a pre-obtained OAuth refresh token with Planner scopes.

Connect Microsoft Planner in myai

Common use cases

• Cross-plan executive view — a function pulls progress from every active plan in the team's groups and surfaces what's at risk.
• Capture from meeting recap — an action item surfaced in a chat lands in the right Planner bucket with the right owner automatically.
• Group-task balance — query who's assigned the most open work across plans, surface in a canvas for staffing decisions.

Reference

• Connection model: Microsoft Graph OAuth 2.0 (delegated or app-only)
• Scopes: Tasks.ReadWrite, Group.ReadWrite.All, User.Read
• Scope: ~14 operations spanning plans, buckets, tasks, assignments, due dates, progress, and checklists
• Group-scoped — for personal task management, see Microsoft To Do