PeerBie and Lucy, at home in Microsoft 365.
Lucy reads and answers your Outlook mail with your OK, books Teams meetings and takes the notes, and finds what you need in OneDrive. AI employees work in SharePoint, Word and Excel. Your Microsoft 365 admin can approve PeerBie once for the whole company.
- Thu 15:00–15:30 · Microsoft Teams — invite sent to Dana. I’ll take notes.
To Dana: “Hi Dana, I’ve sent you an invite for Thursday at 15:00 so we can go through the proposal together.”
Outlook, Teams, OneDrive, SharePoint, Word and Excel.
Lucy works with each person’s own Microsoft account. AI employees use the Microsoft 365 tools a workspace admin connects for them.
Outlook mail
Lucy reads your inbox when you ask, sums up long threads, drafts replies and turns requests into tasks. She sends only after you approve.
Outlook calendar
Lucy reads your calendar for your morning brief, finds a free slot and adds events for you.
Teams meetings
Create a Teams meeting from a PeerBie post, or ask Lucy to set one up. It goes on your own Outlook calendar with a Teams link.
Notes from Teams calls
Lucy’s note-taker joins the Teams calls on your calendar as a participant, then files the summary, decisions and action items as tasks with owners.
OneDrive files
Ask about a file and Lucy finds it in your OneDrive, reads it and answers. Only when you ask: she does not scan your drive in the background.
Word documents
Lucy writes Word (.docx) or PDF documents from your projects, goals and notes, and attaches them to a task or saves them to your workspace’s OneDrive.
SharePoint
AI employees search your SharePoint sites, read documents in them, and file new documents in the right library.
Word and Excel files
AI employees create Word documents and Excel workbooks in OneDrive or SharePoint, and add or update rows in an existing sheet.
Teams channels and Outlook
AI employees post updates to a Teams channel and send email from a connected Outlook mailbox, with a footer that names the AI employee.
Book the Teams call. Lucy brings back the tasks.
Schedule from PeerBie or just ask Lucy. After the call, the notes land in PeerBie with action items ready to become tasks, so nothing said in the meeting gets lost.
- Your calendar, your meeting. The Teams meeting is created on your own Outlook calendar.
- Notes without typing. Turn on the note-taker and it joins your Teams, Zoom and Google Meet calls.
- Action items become tasks with owners and due dates, in the right project.
Decided
Go with option B. Kick-off moves to 3 November.
Action items
Each person connects their own account.
Lucy only ever uses the signed-in person’s own Microsoft connection. AI employees use tools a workspace admin connects for them, one tool at a time.
Each person, for Lucy
Connect Microsoft 365 and tick what Lucy may use: mail, calendar, Teams meetings and, if you want, files. Untick something and Lucy stops using it. Disconnect and what she derived from your mail and files is deleted.
A workspace admin, for AI employees
An admin connects Outlook, OneDrive, SharePoint or Teams for the workspace’s AI employees. Each tool asks Microsoft only for its own permissions, and every email an AI employee sends names it in a footer.
Approving PeerBie in your Microsoft 365 tenant.
Many companies only let admins approve new apps. If that is you, your Microsoft 365 admin may need to approve PeerBie once. Here is what that involves.
Microsoft’s consent screen shows PeerBie Inc as a verified publisher (Partner ID 6849111). The app works with work or school accounts and with personal Microsoft accounts.
A workspace admin who is also allowed to grant consent in Microsoft Entra opens Connected accounts → For workspace admins → Approve for my company in PeerBie on the web, and approves the list Microsoft shows.
The approval does not connect anyone’s mailbox. Each person still signs in to link their own account, and PeerBie never reads a mailbox without that person signing in.
Write permissions for SharePoint, OneDrive, Outlook and Teams are never part of the company approval. An admin grants them separately, one tool at a time.
Microsoft permissions PeerBie asks for
| Permission (delegated) | What it is used for | When it is asked |
|---|---|---|
User.Read openid profile email | Sign in and know which account is connected | Company approval / connect |
offline_access | Stay connected without signing in again every hour | Company approval / connect |
Mail.Read Mail.Send | Lucy reads your Outlook mail when you ask, and sends an email after you approve it | Company approval / connect |
Calendars.ReadWrite | Read your calendar, add events, create Teams meetings on your calendar | Company approval / connect |
OnlineMeetings.ReadWrite | Teams meeting links (work and school accounts) | Company approval / connect |
Files.Read | Lucy reads a OneDrive file you ask about | When a person turns on Files |
Mail.ReadWrite Files.ReadWrite Sites.ReadWrite.All | AI employees: Outlook, OneDrive (Word and Excel files) and SharePoint | Admin, per AI-employee tool |
Team.ReadBasic.All ChannelMessage.Send Chat.ReadWrite | AI employees: post to Teams channels | Admin, per AI-employee tool |
All permissions are delegated: PeerBie acts as the signed-in person and never holds tenant-wide application access. The company approval lists its permissions one by one rather than asking for everything the app could use. Questions from your security team? Email [email protected] or read our security page.
Built to be trusted with your Outlook.
PeerBie Inc, Partner ID 6849111, confirmed in Microsoft Entra.
Your Microsoft connection is stored encrypted.
Lucy asks before she sends an email; AI employees wait for a person’s OK.
Lucy reads mail and files when you ask, not in the background.
Disconnect and what was derived from your mail and files is deleted; otherwise after 90 days at most.
Our Google side passed Google’s CASA security assessment in October 2026.
Where your data is: PeerBie’s servers and databases are hosted by Hetzner Online GmbH in Germany (EU). Some AI features are processed by providers in the United States (Google Gemini, OpenAI, and Recall.ai and Deepgram for meeting notes), so content you send to Lucy is processed there. We don’t use your data to train AI models. Full security details
Lucy and your AI team, one add-on.
Lucy and every AI employee come with the Lucy AI add-on: $20 per user a month on Pro and above. No credits, no per-agent fees.
Just for yourself? The Lucy app connects to Outlook and OneDrive too.
Microsoft 365 questions.
Does PeerBie work with both work and personal Microsoft accounts?
Yes. You can connect a work or school account or a personal Microsoft account. Teams meetings use Teams for work where your account has it, and Teams for personal use otherwise.
Does our Microsoft 365 admin need to approve PeerBie?
It depends on your company’s settings. If people may approve apps themselves, they just sign in. If only admins may, a workspace admin who can grant consent in Microsoft Entra approves PeerBie once from Connected accounts in PeerBie, and then each person links their own account.
Which Microsoft permissions does PeerBie ask for?
Delegated permissions only. The company approval covers sign-in, Mail.Read, Mail.Send, Calendars.ReadWrite and OnlineMeetings.ReadWrite. Files.Read is asked when a person turns on Files. Write permissions for AI employees are granted separately by an admin, one tool at a time.
Does Lucy send email without asking?
No. Lucy drafts the reply and waits for you to approve it before anything is sent. AI employees also wait for a person’s OK, and the emails they send name the AI employee in a footer.
Can Lucy read SharePoint?
Lucy reads files in your own OneDrive when you ask about them. SharePoint sites are used by AI employees once a workspace admin connects SharePoint for them.
Does the note-taker work in Microsoft Teams?
Yes. Turn it on and Lucy’s note-taker joins the Teams, Zoom and Google Meet calls on your calendar, then files the notes and action items in PeerBie.
What doesn’t work with Microsoft 365 yet?
Three things, so you know before you buy. Goal check-ins in Teams: weekly key-result check-ins run in Slack and in PeerBie itself today, and Lucy records a check-in when you tell her in chat. Outlook emails starting a workflow: email rules that start workflows work with Gmail today; workflows can also start from a webhook, a schedule, a PeerBie event, or from Claude through the PeerBie connector. Lucy reading Teams chats: PeerBie posts to Teams channels today, but it does not read Teams chats or channel messages.
Connect Microsoft 365 and meet Lucy.
Start free, or walk around the live demo first. Your IT team can find everything they need on this page and on our security page.
More: Lucy & AI employees · Security · Claude & ChatGPT connector · Pricing
Microsoft, Microsoft 365, Outlook, Teams, OneDrive, SharePoint, Word, Excel and Entra are trademarks of the Microsoft group of companies. PeerBie is not affiliated with Microsoft.