Integration

    Microsoft 365 and Volty

    Volty answers your Outlook mailbox, finds files in OneDrive and SharePoint, and posts handoffs to Teams, with each product connected on its own.

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    Updated

    A client asks for the latest report

    Volty finds the service report in SharePoint and answers from it.

    KB

    Karen Brooks

    Email · Client

    Hi, has the Q3 maintenance report for Lakeview Plaza been done? I need to know if the generator test passed.
    Searched SharePointClients / Lakeview Plaza / Q3 service report.docx
    VoltyHi Karen, yes. The Q3 report was completed on 24 October, and the generator load test passed. Laura, your account manager, will send you the signed copy today.

    SharePoint file

    Q3 service report

    Final
    Site
    Lakeview Plaza
    Folder
    Clients / Lakeview Plaza
    Modified by
    Laura Simmons
    Modified
    24 Oct

    Read from SharePoint during the conversation

    What Volty does with Microsoft 365

    Microsoft 365 is the email, chat, files and spreadsheets of many offices. Volty connects your Outlook mailbox as an inbox it answers. Teams, OneDrive, SharePoint and Excel each connect from the Sources page with one Microsoft sign-in, so Volty can find a file the team keeps and post a handoff to Teams when a customer needs a person.

    • Outlook as an inbox

      Volty answers the emails that reach your Outlook mailbox.

    • Answers from your files

      Volty searches OneDrive and SharePoint for the document a question needs.

    • Handoffs in Teams

      When a customer needs a person, Volty posts a summary to the channel you name.

    • Changes start Off

      Posting and editing are Off until an admin turns them on.

    A man in a tweed jacket speaking at a long meeting-room table with laptops, colleagues listening and a wall screen behind.
    Outlook, Teams, OneDrive and SharePoint, each connected on its own.

    A handoff in Teams

    A request Volty should not decide goes to the account team.

    Account team

    Microsoft Teams · Channel

    VoltyAPP

    Handoff: Karen Brooks at Lakeview Plaza is asking to move the Q4 visit to December. I told her the account team will confirm by tomorrow.

    Karen Brooks · Email

    Lakeview Plaza · Q4 visit

    Waiting 6 min

    Open in Volty

    L

    Laura

    I'll take this one

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    Email question to handoff

    1. When

      A client emails

      To your Outlook mailbox

    2. Step 1

      Volty finds the document

      In SharePoint

    3. Step 2

      Replies from it

      In the same thread

    4. Step 3

      Posts what needs a person

      To the account team

    A woman in glasses and a headset on a video call at a laptop in a glass phone booth, an open office behind her.
    Handoffs reach the team in Teams.

    How Volty connects to Microsoft 365

    An admin connects each Microsoft product on its own. The sign-in decides what Volty can see, and the tool switches decide what it may do.

    1. 01

      Connect Outlook

      Add the mailbox Volty should answer.

    2. 02

      Sign in to the others

      Teams, OneDrive, SharePoint and Excel, from the Sources page.

    3. 03

      Turn on the reads

      Searching files and reading sheets.

    4. 04

      Allow posting

      Turn on sending to Teams, and name the channel.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Search filesReads
    • Read a fileReads
    • Read a worksheetReads
    • Post to a Teams channelChanges

    Reading tools can be turned on straight away. Anything that changes Microsoft 365 starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    Which Microsoft 365 products does Volty work with?

    Outlook connects as an inbox Volty answers. Teams, OneDrive, SharePoint and Excel each connect with one Microsoft sign-in from the Sources page.

    Can Volty change records in Microsoft 365?

    Only when an admin allows it. Every tool has its own switch: tools that only read can be turned on, and tools that change a record start Off. A tool that is on can be set to check with staff, so each change waits for a colleague to approve it.

    How much does it cost to connect Microsoft 365 with Volty?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

    The Leonard and Volty Show · 8 October 2026

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    Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026