Microsoft Planner
Task management platform via Microsoft Graph for managing plans, buckets, and team tasks.
Three ways to use Microsoft Planner
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Microsoft Planner.
Create Bucket
Creates a new bucket (column) in a plan for organizing tasks.
Create Plan
Creates a new plan in a Microsoft 365 group container.
Create Task
Creates a new task in a plan, optionally assigning it to a bucket and users.
Delete Bucket
Deletes a bucket from a plan (requires ETag).
Delete Plan
Deletes an existing plan (requires ETag).
Delete Task
Deletes an existing task (requires ETag).
Get started automating Microsoft Planner
Ready-to-use workflows
Prompts using Microsoft Planner
Turn stalled HubSpot deals into Microsoft Planner tasks
Every Monday at 8am, sweep HubSpot for deals stuck more than seven days, file each one as a Planner task for the owner, and recap the misses in Teams.
Turn Granola meeting action items into Microsoft Planner tasks
When a new Granola note lands, file every action item as a Planner task in your "From Meetings" bucket with the right owner, due date, and meeting link.
Weekly Planner task digest in Slack
Every Monday at 8am, get a prioritized summary of what slipped last week, what is due this week, and which two or three tasks to tackle first.
Turn flagged Outlook emails into Microsoft Planner tasks
Every 15 minutes, Geni checks your Outlook inbox for newly flagged emails and files each one as a clean, due-dated task in your Planner board.
Mirror GitHub bug issues into Microsoft Planner
When a bug is opened or labeled in GitHub, create a matching task in your Planner triage bucket and cross-link the two so PMs and engineers stay in sync.
