# Microsoft 365 and Volty

> Volty answers your Outlook mailbox, finds files in OneDrive and SharePoint, and posts handoffs to Teams.

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

Talk to Volty · Free trial

Updated 2 Nov 2026

## 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 SharePoint · Clients / Lakeview Plaza / Q3 service report.docx

Volty Hi 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.

Connects with

A Microsoft sign-in for each product

Volty reads

Email, files, sheets, channels

Volty can change

Teams posts and file edits, when turned on

Setup

A few minutes per product

Category

Docs & knowledge

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

- When · A client emails · To your Outlook mailbox
- Step 1 · Volty finds the document · In SharePoint
- Step 2 · Replies from it · In the same thread
- Step 3 · Posts what needs a person · To the account team

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.

- 01 · Connect Outlook · Add the mailbox Volty should answer.
- 02 · Sign in to the others · Teams, OneDrive, SharePoint and Excel, from the Sources page.
- 03 · Turn on the reads · Searching files and reading sheets.
- 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 files · Reads
- Read a file · Reads
- Read a worksheet · Reads
- Post to a Teams channel · Changes

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.

## Related integrations

- Outlook Email
- Microsoft Teams Team chat
- OneDrive & SharePoint Files & storage
- Microsoft Excel Spreadsheets & databases
- Google Workspace Docs & knowledge

All integrations

## Start your free trial

Talk to Volty · Start your free trial

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

### Meta now charges for WhatsApp replies

The Leonard and Volty Show · 1 October 2026

### Too busy to hire?

The Leonard and Volty Show · 21 September 2026

### From $500 chatbot jobs to agentic AI

The Leonard and Volty Show · 10 September 2026

### Your AI is a new employee

The Leonard and Volty Show · 4 September 2026

### Trust in the AI world

The Leonard and Volty Show · 29 August 2026

### Does the AI model matter?

The Leonard and Volty Show · 19 August 2026

### What are AI agents?

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

## Links

- [Docs & knowledge](https://voltade.com/integrations?category=knowledge)
- [OutlookEmail](https://voltade.com/integrations/outlook)
- [Microsoft TeamsTeam chat](https://voltade.com/integrations/microsoft-teams)
- [OneDrive & SharePointFiles & storage](https://voltade.com/integrations/onedrive-sharepoint)
- [Microsoft ExcelSpreadsheets & databases](https://voltade.com/integrations/microsoft-excel)
- [Google WorkspaceDocs & knowledge](https://voltade.com/integrations/google-workspace)
- [All integrations](https://voltade.com/integrations)
