Microsoft Planner

Connect AI agents to Microsoft Planner boards. Agents create plans in Microsoft 365 groups, organize buckets, create and assign tasks with dates, priority, and checklists, and update progress with etag handling managed automatically.

26 actions OAuth available

Microsoft Planner website ↗ Platform Documentation ↗ Capability data verified 2026-07-22

A new request arrives through the team's intake form or shared mailbox

Create Task writes it into the triage bucket with the request details, a due date, and a category label

Add Checklist Items expands the request's stated requirements into unchecked subtasks

List Bucket Tasks reads current open work per assignee so the agent can propose a balanced owner

The team lead confirms the proposed owner and priority before anything leaves triage

Assign User To Task and Update Task move the task to the active bucket, marked Urgent where warranted

The assignee's channel gets the task title and due date via [Microsoft Teams](/integrations/microsoft-teams)

What This Integration Enables

Planner is where work actually gets tracked in Microsoft 365 shops, because it lives inside the Teams and groups people already use. Its weakness is that boards only stay true if someone maintains them, and maintenance always loses to the work itself. This connector makes board upkeep an agent's job: FlowRunner agents create plans inside Microsoft 365 groups, lay out buckets, create and assign tasks with dates, priority, labels, and checklists, and update progress as connected systems report it. Planner's Graph API demands an etag in an If-Match header on every write; the connector fetches the current etag automatically each time, so flows never juggle version tokens. The destructive operations, the ones that erase a plan and everything on it, sit behind [human-in-the-loop](/concepts/human-in-the-loop) approval. - Provision complete boards, buckets, tasks, checklists, and assignees from a single trigger - Keep task status, dates, and priority synced to what source systems actually report - Read workload by plan, bucket, or signed-in user for digests and balanced assignment - Retire finished plans deliberately, with a person approving every permanent deletion

Without FlowRunner

The board trails reality Statuses get updated at standup from memory, so the board describes last Tuesday

Intake is retyping Requests arrive in email and forms, and someone re-enters each one as a task by hand

Cleanup never happens Finished plans pile up in the group because nobody is sure what deleting one destroys

With FlowRunner

Work items create themselves Leads, tickets, and emails become tasks in the right bucket with dates and labels attached

Progress syncs from systems When the connected system confirms a step, the task's completion percentage moves without a human

Retirement is deliberate Agents nominate stale plans with their open-task counts, and a person approves each deletion

Use Case Scenarios

An engagement board that builds itself

A deal closes in [Dynamics 365](/integrations/dynamics-365). The agent calls Create Plan in the delivery team's Microsoft 365 group, lays out the stage buckets with Create Bucket, and populates the kickoff tasks with Create Task: dates keyed to the contract, priority set, category labels applied. Add Checklist Items breaks each task into its subtasks, and Assign User To Task places every task with its owner. The delivery lead gets the finished board for review before the kickoff call, and adjusts owners rather than building columns.

The mailbox that files its own follow-ups

An operations mailbox in [Outlook](/integrations/outlook) collects requests all day. The agent reads new messages, extracts the ask and the deadline, and calls Create Task in the intake plan's triage bucket with the requester in the description. Get Task Details and Add Checklist Items attach the concrete steps. Nothing gets an owner until the lead confirms the agent's proposed assignment, and then the task moves buckets with Update Task while the requester gets an acknowledgment. The mailbox stops being a to-do list only one person can see.

A workload digest that reads the whole board

Each morning the agent calls List My Tasks for the signed-in account and List Plan Tasks across the active plans, following the paging links until it has everything. It sorts by due date and priority, flags tasks past due with no completion movement, and sends the digest through [Outlook](/integrations/outlook) while posting the team view to [Microsoft Teams](/integrations/microsoft-teams). When a linked system confirms a deliverable shipped, Update Task sets Percent Complete to 100, so the digest reflects delivery, not diligence about updating the board.

Human-in-Loop Highlight

Delete Plan permanently removes a plan together with every bucket and every task it contains, and Delete Bucket does the same for a whole column, checklists and attachments included. There is no archive state behind these calls and no undo. So the quarterly board cleanup never runs unattended: the agent inventories candidate plans with List Plans and List Plan Tasks, presents each one with its open-task count and last activity, and a person names which plans actually die. A board that looks abandoned to an agent is sometimes the one holding the only record of how a project was resolved, and that judgment belongs to a human.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via preferred channel

Human decides

Agent resumes with decision

Agent Capabilities

26 actions

Plans

List Plans Lists every plan owned by a Microsoft 365 group with id, title, owner, and creation info.
Get Plan Retrieves a single plan by id with its title, owner group, and container.
Create Plan Creates a plan inside a Microsoft 365 group the signed-in user belongs to. A group can own up to 200 plans.
Update Plan Renames a plan, with the required etag fetched and sent automatically.
Delete Plan Permanently deletes a plan with all of its buckets and tasks. The operation this page's human gate exists for.
Get Plan Details Retrieves a plan's category label descriptions and the users it is shared with.
Update Plan Details Updates category label descriptions or the shared-with collection, changing only the keys provided.

Buckets

List Buckets Lists a plan's buckets with name, plan id, and order hint.
Get Bucket Retrieves a single bucket by id.
Create Bucket Creates a board column in a plan, placed at the end by default.
Update Bucket Renames a bucket, with etag handling managed automatically.
Delete Bucket Permanently deletes a bucket and every task in it. Gated the same way as plan deletion.

Tasks

List Plan Tasks Lists all tasks in a plan with buckets, progress, priority, dates, and assignees. Paged via the returned next link.
List Bucket Tasks Lists the tasks of one bucket, paged the same way. The read behind per-stage reporting.
List My Tasks Lists every task assigned to the signed-in user across all plans. The source for personal digests.
Get Task Retrieves one task with its plan, bucket, progress, dates, assignments, and labels.
Create Task Creates a task in a plan, optionally in a specific bucket with assignees, start and due dates, priority, completion percentage, and labels.
Update Task Updates any provided task fields, including moving buckets and setting Percent Complete to 100 to close it. Etag handled automatically.
Delete Task Permanently deletes a task including its checklist and attachments.

Task Details

Get Task Details Retrieves a task's description, checklist items with their GUIDs, and external references.
Update Task Details Updates description, preview type, checklist, or references. For simple checklist work, prefer the dedicated checklist actions.
Add Checklist Items Adds subtasks from a simple list of titles, created unchecked with GUIDs generated automatically.
Update Checklist Item Checks, unchecks, or retitles a single checklist item.
Delete Checklist Item Permanently removes one checklist item from a task.

Assignments

Assign User To Task Adds an assignee while keeping existing ones; a task holds up to 20. The user must have access to the plan's group.
Unassign User From Task Removes one assignee and keeps the rest, for clean ownership handoffs.

Frequently Asked Questions

What can FlowRunner do with Microsoft Planner?

FlowRunner agents can run List Plans, Get Plan, and Create Plan in Microsoft Planner, plus 23 more actions.

Does connecting Microsoft Planner to FlowRunner require OAuth?

Yes. Microsoft Planner connects to FlowRunner with OAuth 2.0, so agents authenticate without handling raw credentials.

Can Microsoft Planner trigger a FlowRunner workflow automatically?

Microsoft Planner doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.

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