Best AI Agents for Microsoft 365

Robin by Atera is an autonomous IT support solution that helps organizations resolve device and cloud-related issues automatically. The system functions as an AI-powered IT agent capable of handling support requests from employees across communication channels such as Slack, Microsoft Teams, email, and service portals. Robin analyzes incoming requests, verifies user identity through integrations with systems like Okta, Azure AD, or Google Workspace, and collects the necessary technical data to diagnose the issue. The platform can perform actions directly on endpoints, including installing applications, restarting devices, managing updates, resolving network issues, and troubleshooting system performance problems. Robin is designed to take full ownership of support incidents, investigating the problem, applying approved fixes, confirming resolution, and closing the ticket. The system continuously learns from previous incidents and outcomes, improving its ability to resolve future issues automatically. Through integrations with IT service management platforms and internal tools, Robin can execute workflows securely across an organization’s technology stack. By automating common IT support tasks, Robin helps reduce ticket backlogs, improve employee productivity, and minimize the need for additional IT staff.

ClickUp is the future for work. It provides tasks, documents, goals, and much more. In today's workplace, data silos and duplicate spending are unacceptable. ClickUp unites all your work in one place. It can replace all of them with one app. ClickUp can be customized for any size team, whether you're working on sprints or proofing ads. ClickUp AI is an AI-powered writing assistant that can help you with a variety of tasks, including summarizing text, generating ideas, and writing different kinds of creative content. ClickUp is a fully customizable and exclusive platform that can be used by teams of any size and industry. It is a must-have tool for any team who wants to manage all aspects of design and development from one place. The platform allows for deep modularity through add-ons called "ClickApps", which allow for rich customization for each team. ClickUp allows for the creation of custom views that can be saved and shared with anyone. It also has proprietary features like Assigned Comments, LineUp™ and Box view which allow for unprecedented management of people.

Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. Founded in 2005, Box simplifies work for leading global organizations, including AstraZeneca, JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. Visit box.com to learn more

Zapier is a comprehensive AI automation platform that helps organizations transform how work gets done. It allows teams to connect AI tools with everyday apps to automate workflows end to end. Zapier supports AI workflows, custom agents, chatbots, forms, and data tables in one unified system. With over 8,000 integrations, it eliminates manual handoffs between tools and teams. Built-in AI assistance helps users design automations quickly without technical complexity. Zapier enables teams to deploy AI agents that work continuously, even outside business hours. The platform offers full visibility into automation activity with audit logs and analytics. Enterprise-grade security and compliance ensure safe AI adoption at scale. Zapier is used across departments including marketing, sales, IT, and operations. It helps teams save time, reduce costs, and scale productivity with confidence.

Break the invisible barriers between systems, apps, and data. Meet the agentic automation platform that makes quick work of your most complex processes. Make getting things done look easy—because it is. Orchestrate your most complex, critical processes across systems and teams, leaving app and data silos in the dust. Drive every process at maximum speed. Set up and apply AI + automation wherever your teams work with simple-to-use tools and expert support. Get peace of mind and automate with AI in any context, no matter how complex, with full security and governance controls. Get right-size support every step of the way. Start with do-it-yourself training, community expertise from 1M+ automation professionals, and a global partner ecosystem.

Claude is an advanced AI assistant created by Anthropic to help users think, create, and work more efficiently. It is built to handle tasks such as content creation, document editing, coding, data analysis, and research with a strong focus on safety and accuracy. Claude enables users to collaborate with AI in real time, making it easy to draft websites, generate code, and refine ideas through conversation. The platform supports uploads of text, images, and files, allowing users to analyze and visualize information directly within chat. Claude includes powerful tools like Artifacts, which help organize and iterate on creative and technical projects. Users can access Claude on the web as well as on mobile devices for seamless productivity. Built-in web search allows Claude to surface relevant information when needed. Different plans offer varying levels of usage, model access, and advanced research features. Claude is designed to support both individual users and teams at scale. Anthropic’s commitment to responsible AI ensures Claude is secure, reliable, and aligned with real-world needs.

Introducing your daily AI assistant designed to enhance both your professional and personal life. With Copilot, you can optimize your workflow, increase your efficiency, unleash your creativity, and maintain connections with those who matter most—all while seamlessly adapting to your individual preferences. This intelligent companion provides innovative solutions for boosting productivity and creativity, ensuring you stay linked to the people and things that are significant to you. Easily discover what you need, receive pertinent responses to your inquiries, and enjoy online shopping with confidence, knowing you're securing the best deals available. Whether you need answers, inspiration for your creative endeavors, or assistance with your tasks, Copilot is here to transform your ideas into reality effortlessly. Crafting stunning visuals and refining your written work becomes an enjoyable experience, and no matter your interests—be it web browsing, seeking knowledge, tapping into your creative side, or generating valuable content—Copilot opens the door to endless opportunities for exploration and growth. Its versatility makes it an invaluable tool for anyone looking to elevate their everyday experience. Copilot Vision is a new AI feature within Microsoft Edge that provides real-time assistance as you browse the web. It scans the web page you’re on, analyzes the content, and offers helpful insights or guidance on tasks such as planning activities, shopping, or learning new information. This feature is built with privacy and security in mind, allowing users to opt in at any time and ensuring that all browsing data is deleted once the session ends. Initially available to a limited number of Pro subscribers, Copilot Vision is set to expand over time.

Introducing Microsoft 365 Copilot — your innovative partner in productivity. This remarkable tool harnesses the capabilities of advanced language models alongside your data from the Microsoft Graph and various Microsoft 365 applications, transforming your written input into an unparalleled productivity asset. Copilot seamlessly integrates into Microsoft 365 in two distinct manners. It collaborates with you within the familiar Microsoft 365 applications you utilize daily — including Word, Excel, PowerPoint, Outlook, Teams, and more — to stimulate creativity, enhance productivity, and elevate your skill set. Additionally, we are excited to unveil a completely new feature: Business Chat. This feature operates across the advanced language model, the suite of Microsoft 365 apps, and your personal data — encompassing your calendar, emails, chats, documents, meetings, and contacts — enabling you to accomplish tasks previously thought impossible. You can interact with it using natural language commands, such as “Update my team on the changes made to the product strategy,” and it will create a comprehensive status report synthesizing information from the morning’s meetings, emails, and chat discussions. With these advancements, the potential for streamlined communication and collaboration has never been greater.

Crawl and transform any website into neatly formatted markdown or structured data with this open-source tool. It efficiently navigates through all reachable subpages, providing clean markdown outputs without requiring a sitemap. Enhance your applications with robust web scraping and crawling features, enabling swift and efficient extraction of markdown or structured data. The tool is capable of gathering information from all accessible subpages, even if a sitemap is not available. Fully compatible with leading tools and workflows, you can begin your journey at no cost and effortlessly scale as your project grows. Developed in an open and collaborative manner, it invites you to join a vibrant community of contributors. Firecrawl not only crawls every accessible subpage but also captures data from sites that utilize JavaScript for content rendering. It produces clean, well-structured markdown that is ready for immediate use in various applications. Additionally, Firecrawl coordinates the crawling process in parallel, ensuring the fastest possible results for your data extraction needs. This makes it an invaluable asset for developers looking to streamline their data acquisition processes while maintaining high standards of quality.

Beam AI stands out as a premier platform focused on agentic process automation, empowering organizations to implement self-learning AI agents that improve operational efficiency and lower expenses. Both Fortune 500 firms and emerging startups leverage Beam AI's agents, which offer task automation that rivals human accuracy and performance, functioning around the clock to reduce mistakes and boost productivity. The platform features an extensive array of pre-trained agents designed for various tasks such as customer service, data extraction, email sorting, appointment scheduling, and financial reporting. Furthermore, Beam AI equips users with tools to develop and tailor AI agents according to specific organizational requirements, ensuring smooth integration with current systems to enhance workflows and elevate business effectiveness. This flexibility and adaptability make Beam AI an invaluable resource for companies looking to innovate and stay competitive in their industries.

Microsoft has launched Microsoft 365 Copilot Chat, a complimentary AI-powered chat service aimed at boosting productivity in the workplace. Utilizing OpenAI's advanced GPT-4 technology, Copilot Chat enables users to design and implement AI agents for a variety of tasks, including automating workflows and organizing email correspondence. While these AI agents were initially part of the premium Microsoft 365 Copilot subscription, they can now be accessed through the Copilot Chat platform. Users have the opportunity to create personalized agents via Copilot Studio, with a flexible pricing model that includes pay-as-you-go options or consumption packs. The interactions with these agents are quantified in messages, with charges ranging from 1 cent for basic replies to 30 cents for retrieving information from work-related data through the Microsoft Graph. This new offering is intended to introduce companies to AI tools, fostering a greater acceptance of the full Microsoft 365 Copilot suite, which continues to be available for $30 per user each month. Additionally, this move reflects Microsoft's commitment to integrating AI into everyday business operations, potentially transforming how organizations operate in the digital age.

Latenode combines no-code ease, full-code capabilities, and AI-driven insights to facilitate seamless interactions among services equipped with APIs. You can choose to utilize no-code nodes or opt to write your custom code for more tailored solutions. Instead of dedicating time to sift through API documentation, you can simply articulate your needs to the AI assistant and receive pre-built code tailored to your request. This robust data platform is crafted to streamline the integration of diverse marketing tools, providing a cohesive system that minimizes data inconsistencies and boosts operational productivity through effortless integration. With readily available connectors for widely-used SaaS applications or the option to create personalized code, users have the flexibility they need. You can easily send notifications through Slack to your team while also sending email confirmations to clients. Additionally, the platform allows for conditional logic to intelligently manage your scripts based on incoming data, enhancing the overall functionality. With a comprehensive cloud-based API creation toolkit, you can design workflows that connect any applications seamlessly, ensuring a more efficient process overall. By leveraging these capabilities, teams can maximize their productivity and streamline their communication efforts.

Lantern functions as an AI-driven revenue platform tailored to assist sales and marketing teams in accelerating and enhancing their deal-closing processes by merging customer, prospect, and intent data into a cohesive system. It features tools like Champion Chaser, which boosts the sales pipeline by detecting signals within existing customers, and Buyer Persona Tracker, which identifies when new buyers enter a target account and automatically fills in their information. The platform's Workflow Engine seamlessly connects with over 50 applications, automating updates in response to customer activities, such as job transitions and call insights, thus enabling teams to proactively seize engagement opportunities. By centralizing various data points, Lantern equips teams with AI-powered insights, optimizes sales tools, and drives remarkable growth. Additionally, the platform is built with SOC II security standards and allows for rapid deployment alongside numerous integrations, making it an ideal choice for organizations looking to enhance their sales effectiveness. Furthermore, the intuitive interface and comprehensive support ensure that teams can maximize the platform’s capabilities with minimal disruption.

Taalk.ai represents a cutting-edge conversational AI platform aimed at improving customer interactions through AI-driven agents adept at handling both voice communications and text messaging. These intelligent agents are instrumental in executing a range of business tasks, such as qualifying leads, scheduling appointments, collecting debts, and providing pricing quotes. Among the standout features of Taalk.ai are its compliance-oriented interaction recording, the capability for live call transfers, and the ability to engage across multiple channels including phone calls, SMS, email, and voicemail. Additionally, it boasts a native predictive dialer and supports numerous languages, enhancing its accessibility. The platform is powered by proprietary language models that receive ongoing updates and employs techniques to humanize interactions, like adding realistic background noise, for a more natural conversation experience. Notably, Taalk.ai is built for scalability, proficiently managing millions of simultaneous interactions, and it integrates effortlessly with existing business infrastructures to streamline processes such as appointment bookings and data retrieval, thereby significantly boosting operational efficiency. The combination of these features positions Taalk.ai as a leader in the AI-driven customer engagement space.

iMini is a comprehensive AI-assistant platform that integrates various AI tools into one cohesive interface, eliminating the need for users to toggle between different specialized applications. It encompasses a variety of services, including AI-driven chat, slide creation, document generation, video production, and image editing, along with a unique deep research feature designed to quickly collect, analyze, and present valuable insights. Users simply provide a prompt, such as “Create a new energy slide with market data,” and iMini swiftly generates the needed output, whether it be a presentation slide, report, or multimedia content. Tasks that typically require considerable time, like slide creation and report writing, are said to be accomplished in approximately 10 minutes, resulting in an average time savings of about 5 hours. The platform is designed to offer productivity levels equivalent to those of four regular employees with its Max membership, creating numerous professional outputs on a monthly basis. Additionally, iMini's user-friendly interface ensures that individuals can seamlessly access a range of AI capabilities without the hassle of managing multiple tools.

Rightbrain is an innovative AI tooling platform designed to help organizations seamlessly incorporate dependable, production-grade artificial intelligence into their current systems by transforming natural language task descriptions into modular, versioned "AI Tasks." These self-contained units of AI logic can be accessed through APIs or events, ensuring consistent performance at scale and centralized monitoring through a single console. This streamlined approach allows teams to expedite the transition from prototypes to fully deployed features without the need for custom backend development. Users have the flexibility to explore and create tools from a diverse library of templates or to develop tailored AI functions, such as document processors, classifiers, content moderators, and personalized assistants. They can also easily compare and switch between models without altering the underlying code, while maintaining governance and observability. The platform efficiently manages error handling and fallback logic, enabling AI integration with existing business rules and workflows, all while ensuring predictable outputs and comprehensive audit trails. This empowers non-technical stakeholders to articulate desired capabilities and allows developers to accelerate their delivery timelines significantly. Additionally, the platform fosters collaboration between technical and non-technical users, ultimately driving innovation and efficiency within organizations.

Fleece AI serves as a collaborative AI workspace designed to facilitate effortless workflow automation without requiring any coding skills. It leverages autonomous AI agents to streamline tasks by integrating over 3,000 applications. By simply describing tasks in straightforward terms, these AI agents can link different applications, create workflow maps, and carry out complete automation processes from start to finish. Users can construct hierarchical teams of agents that reflect the structure of real organizations: a lead agent can delegate tasks to specialized sub-agents, gather their outputs, and provide final results—all without the need for supervision. This powerful tool can be utilized for various applications, such as managing email, updating customer relationship management systems, generating reports, processing invoices, and synchronizing data across different applications. In essence, Fleece AI transforms complex automation into a simple, efficient process that enhances productivity across numerous tasks.

Supervity offers a suite of AI-powered agents that enable businesses to automate operations and enhance productivity. With capabilities like Agentic Chat and Agentic Voice, Supervity enables businesses to simulate human-like conversations, automate outbound phone calls, and support real-time co-browsing. These agents are designed for seamless integration into enterprise systems, enabling employees to work faster and independently. Whether you're in finance, HR, IT, or customer experience, Supervity’s AI agents can help automate repetitive tasks, improve decision-making, and drive digital adoption.

Scogo.ai presents SIA, an adaptable, no-code AI agent tailored to elevate customer support by offering around-the-clock multilingual help through various channels such as voice, chat, WhatsApp, and email. This innovative tool can address as much as 80% of customer inquiries by processing text, images, and vocal inputs, thus facilitating human-like, collaborative interactions. The platform guarantees secure and precise responses that resonate with your brand's distinct tone and guidelines. Notably, SIA can be implemented immediately without the need for registration or credit card details, making it an appealing option for businesses eager to enhance customer interactions and foster brand loyalty. Additionally, this AI agent is equipped to manage a wide array of customer support tasks, such as resolving product issues, overseeing field service, assisting resellers, collaborating with human agents, and offering product suggestions. With the capability to support more than 50 languages, SIA effectively reaches a global customer base, ensuring smooth communication across various demographics. Furthermore, its user-friendly setup allows organizations to swiftly adapt to changing customer needs while maximizing their support efficiency.

Microsoft 365 Copilot Researcher serves as a robust AI assistant aimed at boosting professional productivity through in-depth insights and thorough research capabilities. This tool utilizes advanced AI to sift through emails, meetings, and online information, delivering practical data to its users. By integrating effortlessly with Microsoft 365, it simplifies the research process, allowing users to easily collect pertinent information, evaluate trends, and formulate informed strategies without the need for tedious manual data extraction. Ultimately, Researcher not only saves time but also enhances decision-making by providing a more efficient approach to information gathering and analysis.

Microsoft 365 Copilot Analyst is a sophisticated AI tool that converts unrefined data into meaningful insights. With its robust data analysis features, including the ability to utilize Python coding, Analyst assists users in making smart, data-oriented decisions. The tool can handle intricate datasets, produce comprehensive reports, and identify patterns, all while smoothly connecting with the Microsoft 365 ecosystem. By enabling users to automate their data analysis processes, Analyst not only saves time but also allows businesses to enhance their strategic decision-making based on timely and precise insights. This innovation represents a significant leap forward in how organizations can leverage technology for improved operational effectiveness.

DoozerAI represents an innovative platform powered by artificial intelligence that revolutionizes business workflows through the use of digital co-workers designed to automate tasks across multiple sectors. These intelligent agents are capable of seamlessly merging with current systems, which helps organizations optimize workflows, handle intricate transactions, and boost customer interactions. Prioritizing security within containerized settings, DoozerAI guarantees data safety and adherence to industry regulations. By taking over mundane responsibilities, it empowers human staff to concentrate on more strategic endeavors, fostering creativity and effectiveness in businesses. Allow your organization to harness its unique strengths and learn how DoozerAI can transform your operations by infusing them with creativity and enjoyment. Uncover untapped insights with AI-enhanced business collaborators that utilize sophisticated algorithms and natural language processing to understand your data, documents, and workflows, thereby uncovering significant patterns and trends that can inform decision-making. Embrace this opportunity to elevate your business to new heights through the synergy of human ingenuity and advanced technology.

Enhance your teams' capabilities with AI Agents and discover a new level of operational efficiency. We provide the ability to deploy tailored agents rapidly, ensuring they are customized, integrated, and impactful. Implement personalized solutions and have them operational within days, thanks to our unique infrastructure. Concentrate on your primary business objectives while we efficiently manage and sustain your AI systems. Our agents are adept at handling numerous use cases in critical environments where precision and complex reasoning are vital. Automatically generate reference letters for your staff or streamline your email management based on personalized labels. With Neurons, any document-related task can be automated, allowing for the creation of agents and efficient document processing. Neurons boast intelligence and can be effortlessly connected to various other tools. Through 913.ai, organizations across industries such as insurance, logistics, and legal can effectively automate their administrative tasks while retaining human oversight to ensure quality and accuracy. This approach empowers teams to dedicate their efforts to more significant and impactful projects, ultimately enhancing productivity across the board.

Refold.ai is a full-stack AI integration platform that solves enterprise integration challenges by automating workflow creation, data mapping, and testing across hybrid environments. It enables software teams to build complex multi-step workflows and manage legacy systems such as SAP, Oracle Fusion, and Workday Finance with ease. Its unique memory graph technology anticipates API version conflicts and endpoint failures while offering real-time adaptation and self-healing workflows. Refold’s marketplace supports instant integration with 100+ enterprise applications, complemented by seamless authentication, audit trails, and observability features. The platform can be deployed on cloud, self-hosted, or within customer environments, supporting major cloud providers and air-gapped networks. Refold accelerates integration delivery, helping teams reduce delays, improve scalability, and win enterprise deals faster. Use cases include solution engineering to build demos, professional services to speed delivery, product teams to embed integrations, and AI teams powering internal agents. With certifications like SOC 2, ISO 27001, GDPR, and HIPAA compliance, Refold ensures enterprise-grade security.

Dendrite is a versatile platform that operates independently of any specific framework, allowing developers to design web-based tools for AI agents that can authenticate, interact with, and gather data from any online source. This innovative system mimics human browsing actions, which aids AI applications in navigating websites and retrieving information effortlessly. It features a Python SDK that equips developers with essential resources to create AI agents capable of engaging with web elements and extracting relevant data. Dendrite’s adaptable nature ensures it can seamlessly fit into any technology stack, making it an ideal choice for developers looking to improve the web interaction abilities of their AI agents. The Dendrite client synchronizes securely with website authentication sessions already established in your local browser, eliminating the need to share or store sensitive login information. Additionally, the Dendrite Vault Chrome Extension allows users to safely share their browser-based authentication sessions with the Dendrite client, further enhancing convenience and security. Ultimately, Dendrite empowers developers to create intelligent web interactions, streamlining the integration of AI into everyday online tasks.