Microsoft 365

Microsoft 365 is a personal connection. You connect your own Microsoft account, and it stays private to you. CORA sees only what you can already open, and a workspace process can use only an exact resource you explicitly authorize.

What CORA can use

• Outlook mail: after you choose Enable triggers, new mail can start an approved process.
• Calendar: your events appear in CORA's Calendar. Other workspace members cannot see them.
• OneDrive and SharePoint: choose Refresh files and sites to find your OneDrive and the SharePoint sites you follow. In a chat, open Add context and pick from Connected files to give CORA a file.
• Shared mailboxes: under Add a shared mailbox you can already open, type the address and choose Add mailbox.

What CORA can do

• Send Outlook mail sends an email from your connected account.
• Create Microsoft Calendar event adds an event to your calendar.

Each of these actions starts at Ask the first time in Settings -> Agent permissions, so CORA asks a person to approve before she uses it. Owners and admins can make an action stricter with Always ask. A workspace cannot set an action looser than its default.

Connect

1. Open Settings -> Connections and select Microsoft 365.
2. Choose Connect to CORA, or Connect my Microsoft account on the card below it.
3. Sign in with Microsoft and accept the requested access.

You return to the connector page with the account listed. To add a second account, choose Connect another Microsoft account.

If an older connection shows Reconnect to enable files and shared mailboxes, choose Reconnect this account. Mail and calendar keep working meanwhile. Some organizations need a Microsoft 365 administrator to approve the new permissions.

Disconnect

On the connector page, choose Disconnect next to the account and confirm. Processes and agents bound to that account pause.