Microsoft 365 Planner

Microsoft 365 Planner is part of the Microsoft 365 suite, offering lightweight task and bucket-based planning for teams. This integration supports creating plans, buckets, tasks, fetching them, deleting them, and custom API calls.

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Connect it

In Keystile Automations → Connections → New connection, choose Microsoft 365 Planner and sign in. Your AI tools and workflows then use it through Keystile; they never see the password or key.How connecting works.

Try it from your AI tool

Using Keystile, in Microsoft 365 Planner: delete bucket (Delete an existing bucket).

What it can do (12 actions)

Action	What it does	Changes data
Create Bucket	Create a bucket (category) under a plan.	Yes
Create Plan	Create a new planner plan	Yes
Create Task	Create a new planner task with title, assignments, due date, etc.	Yes
Custom API Call	Make a custom API call to a specific endpoint	Yes
Delete Bucket	Delete an existing bucket.
Delete Task	Remove a specific task by ID.
Find a Plan	Finds a plan by field.
Find Task	Find task by fields.
Get a Bucket	Retrieve details about a specific bucket.
Update Bucket	Modify bucket’s name or properties.	Yes
Update Plan	modify metadata of a plan (e.g. title changes).	Yes
Update Task	Modify existing task fields: title, due date, assignments, descriptions.	Yes

Start a workflow when… (3 triggers)

• New Plan Created — Triggers when a new Plan is created in Microsoft 365 Planner.
• New Task Created — Triggers when a new Task is created in Microsoft 365 Planner.
• New Task Assigned to User — Triggers when a Task is assigned to the authenticated user in Microsoft 365 Planner.

How Keystile protects it

Every Microsoft 365 Planner action is checked before it runs, whether it comes from an AI tool or a workflow. 7 of its actions change data; your rules, limits and budgets decide whether each is allowed, held for a person or stopped, and it all goes into the signed record.

Tip

Write rules about what an action means — for example "Deleting Microsoft 365 Planner records needs a person's approval" — rather than listing action names. Keystile Intelligence applies them to every action that fits.

Use Microsoft 365 Planner with your AI assistant — safelyClaude, Cursor or ChatGPT do the work; Keystile checks every action first.

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