Microsoft 365 Integration

Microsoft 365 Integration

Greyball’s Microsoft 365 integration brings your entire legal workflow into Outlook, Teams, OneDrive, and Calendar — so legal teams can work directly inside the tools the business already uses.

Whether you’re redlining a contract, responding to a legal intake, or coordinating a review meeting, this integration ensures everything stays connected, streamlined, and secure.

What This Integration Enables

Once connected, Greyball can:

• Draft and send emails through your Outlook account
• Create calendar events with Microsoft Teams meeting links
• Send messages directly into Teams channels and chats
• Access and organize legal documents in your OneDrive folders

This makes it easy to route, respond, collaborate, and store legal work in real time — without needing to switch between platforms.

What You’ll Get Access To

• Draft and send emails from Greyball via your Outlook account
• Create and sync legal meetings with auto-generated Teams links
• Push updates, reminders, or escalations into specific Teams channels
• Automatically save, organize, and retrieve documents from OneDrive folders

How It Works

1. Connect Your Account
   In your Greyball workspace settings, navigate to Integrations → Microsoft 365 and click Connect. Sign in using your Microsoft 365 credentials and authorize the requested permissions.
2. Use Legal Workflows in Outlook
   Greyball will allow your AI agents (and humans) to send and respond to legal requests directly from Outlook using your organization’s domain.
3. Schedule with Teams
   Greyball can generate Teams calendar invites for legal reviews, signature calls, or escalations — synced to your Microsoft Calendar.
4. Collaborate in Teams
   Set up automated notifications to be posted in Teams channels when legal requests are received, completed, or require review.
5. Sync to OneDrive
   All documents, including signed contracts and redlines, can be saved in pre-configured OneDrive folders based on playbook rules or document type.

Security & Access Control

• Greyball uses OAuth-based secure authentication to connect with Microsoft 365 — we never store your credentials.
• You remain in control of which workspace members can send emails, schedule meetings, or access OneDrive folders.
• Admins can manage connection status and permissions at any time in Settings → Integrations → Microsoft 365.

Test the Integration

After connecting, you can:

• Draft a test email to verify Outlook setup
• Create a test Teams meeting
• Upload a file to confirm OneDrive storage sync

These test actions are available under the Test Features section in your integration settings.

Requirements

• An active Microsoft 365 Business or Enterprise account
• Admin access in Greyball to connect and manage the integration
• Teams, Outlook, and OneDrive licenses for relevant users

Common Use Cases

• Intake Triage via Outlook: Respond to inbound legal requests with AI-generated replies directly from your Outlook inbox
• Cross-Team Collaboration: Auto-post legal request updates in dedicated Teams channels for procurement, sales, or compliance
• Document Storage: Ensure all drafts, signed contracts, and supporting docs are automatically saved in OneDrive folders by vendor, counterparty, or request ID
• Meeting Coordination: Schedule playbook approvals or redline review calls with Teams links in a single click