SymbiSymbi
Integrations3 min readBeta

Connecting Microsoft 365

Connect Microsoft 365 so your agents can read from SharePoint-hosted Excel workbooks and append extracted data.

Info

The Microsoft 365 integration is currently in Beta. Core Excel-on-SharePoint flows work, but some configurations (complex site hierarchies, nested document libraries, multi-tenant setups) are still being refined. We welcome your feedback.

What This Integration Does

The Microsoft 365 integration lets your agents read Excel workbooks stored on SharePoint and append rows of extracted data. Setup requires registering a dedicated app in your Microsoft Entra ID (formerly Azure Active Directory) — no personal Microsoft account is used.

Prerequisites

  • Access to the Microsoft Entra admin center (you need permission to register apps, or have your IT admin do it)
  • A SharePoint site containing the workbook your agent will write to
  • Owner or Admin role in Symbi

Register an App in Microsoft Entra

  1. Sign in to the Microsoft Entra admin center as an admin
  2. Navigate to Identity → Applications → App registrations → New registration
  3. Give the app a name (e.g. Symbi Agent) and leave the redirect URI blank — click Register
  4. From the app's Overview blade, copy the Directory (tenant) ID and Application (client) ID

Add Graph API Permissions

  1. Go to API permissions → Add a permission → Microsoft Graph → Application permissions
  2. Add Sites.Selected (recommended — grants access to specific SharePoint sites only; requires a separate step to assign the site) or Files.ReadWrite.All if your admin prefers a simpler setup
  3. Click Grant admin consent for your organization

Warning

Application permissions require admin consent — a global admin or privileged role admin must click Grant admin consent for the permissions to take effect.

Create a Client Secret

  1. Go to Certificates & secrets → New client secret
  2. Set an expiry and click Add
  3. Copy the Value immediately — you cannot view it again after leaving the page

Connect in Symbi

  1. Open Settings → Connectors
  2. Find Microsoft 365 and click Connect
  3. Enter your Tenant ID, Client ID, and Client Secret
  4. Click Verify & Save — Symbi will test the credentials against your Entra tenant

What Your Agent Can Do

Once connected, a Microsoft 365 agent can:

  • Find Value — look up a value in an Excel column to check for existing records (deduplication)
  • Read Range — read a named range or cell block from a worksheet
  • Append Rows — write new rows of extracted data into a worksheet

The Excel workbook is addressed by its SharePoint site URL and file path, which you configure in the agent's settings.

Security

Symbi uses app-only authentication — it authenticates as the registered Entra app, not as any individual user. The client secret is AES-256 encrypted at rest. Symbi fetches a short-lived access token from Microsoft on demand; there is no long-lived refresh token to manage.

You can revoke Symbi's access at any time by deleting the client secret or the app registration in Entra.

Limitations

  • Company-only — Microsoft 365 is not available for the Personal Assistant
  • SharePoint only — agents currently access Excel workbooks via SharePoint; OneDrive personal workbooks are not supported
  • Sequential writes — concurrent writes to the same workbook from multiple agent runs may conflict; for high-volume scenarios, contact us

What's Next?

Previous

Connecting Google Workspace