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Let any AI agent take governed actions in Microsoft 365

Microsoft 365 is the productivity suite — Outlook, Teams, SharePoint, and Excel. Upware lets your agents act in it safely — deterministic, policy-bounded, and fully audited, without changing the system.

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Governed by policy & RBAC Full audit trail Outbound-only on-prem bridge No rip-and-replace
The problem

Why agents stall at Microsoft 365

Microsoft 365 is where enterprise work actually lives — mail threads carrying deal context, SharePoint sites holding regulated documents, Teams channels where decisions get made. An AI agent can read all of it, but reading is the easy part. The moment an agent drafts and sends a communication on someone's behalf, updates a file, or shares a document across an org boundary, you are in data-loss and compliance territory fast. Without a governed execution layer enforcing RBAC, DLP policy, and a full audit trail, broad M365 access in an AI agent is not a productivity gain — it is an open exposure.

Sensitive content everywhere
Mail, files, and chats hold the enterprise's most sensitive context; broad access is a data-loss risk.
Sharing and permissions
SharePoint and OneDrive permissions are intricate; a careless action over-shares or deletes.
Action vs. content
Reading a document is easy; taking the action it implies in a line-of-business system is where work happens.
What you unlock

Actions Upware makes safe in Microsoft 365

Read mail, files, and calendar context
Draft and send approved communications
Update files and lists within policy
Post to Teams channels
Trigger governed actions in connected systems
The harness

AI to learn. Deterministic to execute.

Upware learns the process once and encodes it as a mostly-deterministic workflow: system interactions replay exactly, and any LLM steps are wrapped in policy, verification, and audit — so execution stays governed and drift-proof.

O
Observe & Learn
Records the real workflow once, across every system it touches.
G
Generate
Builds the API, data flow, and logic automatically — no integration project.
E
Encapsulate
Wraps it as a governed AI skill over secure MCP or API.
R
Run
Executes deterministically — RBAC, audit, and scale built in.
Connect your agent

Agents that act in Microsoft 365 with Upware

ServiceNow Now Assist
How ServiceNow Now Assist acts in Microsoft 365, safely.
Glean
How Glean acts in Microsoft 365, safely.
Writer
How Writer acts in Microsoft 365, safely.
Cohere North
How Cohere North acts in Microsoft 365, safely.
All agents
Browse every AI agent Upware harnesses.
FAQ

Common questions

How does Upware prevent an AI agent from over-sharing files or sending unauthorized communications in Microsoft 365?
Every action Upware executes in M365 runs through a policy layer that enforces RBAC and pre-approved action boundaries defined by your IT or compliance team. The agent cannot share a document, send a mail, or post to a Teams channel unless that action is within the scope of its configured skill. Each execution is logged to a full audit trail, so security teams have a precise record of what was done, by which agent identity, and when.
We have DLP rules and retention policies in Microsoft Purview. Does Upware respect those, or does it bypass them?
Upware does not bypass your existing M365 controls — it operates through governed skills that interact with M365 via the same channels a credentialed user would. Your Purview DLP and retention policies apply at the platform level as they always have. On top of that, Upware adds its own action-level policy enforcement and audit trail, giving compliance teams visibility into agent behavior that native M365 logging alone does not provide.
Our most valuable data sits in SharePoint sites with complex permission structures. Can Upware act on that content without flattening or ignoring those permissions?
Upware's on-prem bridge operates under provisioned credentials scoped to the specific sites and libraries the skill is authorized to touch. SharePoint permissions are not overridden — the bridge respects the permission structure already in place. Actions like updating a list item or uploading a file are deterministic replays of learned workflows, not open-ended agent access, so the blast radius of any single action is tightly bounded and fully logged.

Put your agents to work in Microsoft 365

See how Upware turns a recorded workflow into a governed action in days.

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