Smith.ai Microsoft Office 365

Smith.ai + Microsoft Office 365 Integrations, Built by an AI Agent

Put Smith.ai + Microsoft Office 365 to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Smith.ai and Microsoft Office 365 below — describe the exact one you want above and the Agent builds it on demand.

Smith.ai + Microsoft Office 365 When a new call is completed in Smith.ai, automatically create a new contact in Microsoft Office 365. See details
Send SMS alerts when emails bounce When an urgent email bounces in Microsoft Office 365, automatically send a text message via Smith.ai to request updated contact details. See details
Send email summaries for missed phone calls When a call is missed in Smith.ai, send an email alert in Microsoft Office 365 so your team can quickly follow up. See details
Create draft follow-up emails when text messages arrive When a customer sends a new inbound text in Smith.ai, automatically create a labeled email draft in Microsoft Office 365 for formal response. See details

Browse the full workflow library →

Looking to achieve something else with Smith.ai and Microsoft Office 365?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Smith.ai and Microsoft Office 365

Everything Smith.ai and Microsoft Office 365 can do inside a workflow — the triggers that start one and the actions that run when it fires.

Smith.ai Explore Smith.ai →

Smith.ai is a virtual receptionist and call handling service that provides virtual agents and AI to manage calls, web chat, and lead intake.

Triggers
New Call

Triggers when a new call is created.

Actions
Call Someone (Virtual Receptionist)

Queues an outbound call request. Once triggered, this action will add a recipient with name, number, email address, and timing to the outbound call queue, and we'll give them a call!

Call Someone (Outreach Campaign Only)

Adds a recipient to an Outreach Campaign. Once triggered, this action will add a recipient with name, number, and email address to the outreach campaign call queue, and we'll give them a call! ⚠️ This is for Outreach Campaign Accounts only. This will not work for a regular Virtual Receptionist account. Use the Call Someone (Virtual Receptionist) Zap for that.

Microsoft Office 365 Explore Microsoft Office 365 →

Microsoft Office 365 is a cloud-based productivity suite providing access to email, document creation, cloud storage, and enterprise collaboration applications.

Triggers
Calendar Event Start

Triggers at a specified time before an event in your calendar starts.

New Attachment

Triggers when there is a new attachment.

New Calendar Event

Triggers when a new event is created in your calendar.

New Contact

Triggers when a new contact is added to your account

New Email

Triggers when a new e-mail is received in your inbox.

New Email Matching Search

Triggers when a new e-mail is received in your inbox that matches a search.

Actions
Add Attendees to Calendar Event

Adds attendees to a calendar event.

Set Categories on an Email

Sets the categories applied to an email.

Add User to Distribution List

Adds a user to a distribution list or group. Only available in Microsoft 365 Business accounts that have organizational directories.

Copy Email

Create a copy of an email in another folder.

Create Event

Create an event in the calendar of your choice.

Create Contact

Creates a new contact.

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Customer Stories

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Smith.ai + Microsoft Office 365

Is there a pre-built Smith.ai + Microsoft Office 365 automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Smith.ai and Microsoft Office 365's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Smith.ai or Microsoft Office 365 connector?

No. The Agent works whether or not Smith.ai or Microsoft Office 365 already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why combine Microsoft Office 365 and Smith.ai?

Combining email and SMS ensures critical messages get seen promptly by switching channels if an email bounces or a call is missed.

Can an incoming call generate an email?

Yes, missed calls or available voice recordings in Smith.ai can automatically generate email notifications or drafts in Microsoft Office 365.

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