For AI agents: the complete documentation index is available at https://docs.flezise.com/llms.txt, the full documentation bundle is available at https://docs.flezise.com/llms-full.txt, and this page is available as Markdown at https://docs.flezise.com/integrations/microsoft-365.md.
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Microsoft 365

Microsoft 365 connects Flezise to your tenant so the knowledge base stays current with SharePoint content and so finished meeting transcripts are ingested automatically when they become available.

Note

Microsoft 365 requires a feature flag enabled on your Flezise installation. If the provider card shows a lock icon, contact your administrator.

The Microsoft 365 integration detail page: Connect and Connect with token buttons, a Knowledge sync card, and an Inbound events card

Connect

Go to Project Settings → Integrations → Microsoft 365. The integration connects through an Azure Active Directory app registration. If OAuth is available on your deployment, press Connect to open the authorization popup. The app requests these Microsoft identity scopes from your tenant:

ScopePurpose
offline_accessObtain a refresh token for scheduled syncs
Sites.Read.AllRead SharePoint site content
Files.Read.AllRead files from OneDrive and SharePoint
OnlineMeetings.ReadFetch completed meeting transcripts

If OAuth is not available, press Connect with token and enter the app registration credentials:

FieldValue
Tenant IDYour Azure AD tenant ID (a UUID)
Client IDThe application (client) ID of the registered app
Client SecretA client secret generated for that app

After a successful credential test, a SharePoint Site ID field appears. Enter a site ID to scope the knowledge sync to a specific SharePoint site. Leave it blank to sync all sites the account can access.

Inbound event delivery uses the Microsoft Graph notification API. The platform performs a validationToken handshake when the subscription is registered; the clientState value in each notification is validated against the connection.

Capabilities

CapabilityWhat Flezise does
WebhooksReceives Graph change notifications and validates them with clientState
Knowledge SyncPulls SharePoint documents into the project knowledge base on a schedule or on demand
Meeting IngestFetches a completed transcript when the meeting.transcript_ready event arrives

Configuration

The Knowledge sync card controls how and when SharePoint documents are pulled.

Press Sync now to start an immediate sync. The card shows the timestamp of the last completed sync.

Automatic sync is off by default. Enable it and choose a frequency from the Sync frequency selector:

ValueInterval
Every 6 hoursEvery 6 hours
DailyEvery 24 hours
WeeklyEvery 7 days
Manual onlyNever runs automatically

Auto quality check is on by default. It skips empty or template files and routes incomplete or uncertain documents to review rather than embedding them directly.

Limit to sources (optional) accepts a comma-separated list of SharePoint site IDs or page IDs. Leave it blank to sync everything the grant allows.

The Inbound events card carries an Allow work-item triggers toggle. Enable it to let Graph events from Microsoft 365 create work items, subject to the project automation policy.

Events

EventWhen it fires
meeting.transcript_readyA Microsoft Teams meeting transcript has been processed and is ready to fetch

When meeting.transcript_ready arrives, the platform fetches the transcript from the Graph API and ingests it into the knowledge base. It does not create a work item unless Allow work-item triggers is on and the automation policy permits it.

Next steps