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Everything you need to write a fair review.

From your first connection to a sealed, delivered review. Set up PerfCopilot, connect your tools, and generate your first cited draft.

Connect MS Graph

⚠️ MS Graph OAuth is currently disabled for email-style signals (Mail.Read). Microsoft's equivalent of Google's Restricted-scope verification hasn't been completed yet, so the OAuth integration path is turned off. For Outlook / Microsoft 365 email, please connect via IMAP instead: see /docs/integrations/imap/setup. Same signal output; different transport. For 365 accounts with Modern Auth required (most), generate an app password under Microsoft account → Security → App passwords and paste that into PerfCopilot's IMAP form. (Teams meeting transcripts and calendar density remain available via the separate Teams / Zoom flows; see the call-quality docs.)

Microsoft 365 signals: per-employee Outlook email metadata and Microsoft Teams call-quality transcripts.

Prerequisites

  • A Microsoft 365 account that the employee can sign in to (no Global Administrator role required: each employee consents for their own account)
  • Managers can send a one-click invite link from Employees; recipients land on a magic-link page that triggers the OAuth flow

1. Generate credentials in MS Graph

MS Graph uses per-employee delegated OAuth, the same per-employee pattern as Gmail: there are no API tokens to copy. The employee completes the consent themselves, granting access only to their own account.

  1. Sign in to https://app.perfcopilot.com as the employee whose Microsoft 365 account you're connecting.

  2. Open Account → Integrations, find the MS Graph card, and click Connect.

  3. Microsoft's consent screen opens in a popup. Sign in with the Microsoft 365 account you want to connect.

  4. Approve the requested delegated scopes: Mail.Read (email signals), plus OnlineMeetings.Read and OnlineMeetingTranscript.Read.All (Microsoft Teams call-quality transcripts). PerfCopilot does not read message bodies: only sender / recipient / timestamp headers are used. There is no domain-wide admin consent and no User.Read.All / Directory.Read.All access.

Currently unavailable. This OAuth path is disabled while Microsoft's verification is pending. Connect Outlook / Microsoft 365 via IMAP instead.

Copy these values; you'll paste them in the next step:

  • No fields: OAuth handles credentials.

2. Paste into PerfCopilot

  1. Open Account → Integrations on your PerfCopilot account.

  2. Find the MS Graph card and click Connect (or Manage if already configured).

  3. Paste each value into the matching field:

    Field in PerfCopilotValue from step 1
    (none)No fields: OAuth handles credentials.

  4. Click Save.

3. Verify

Click Test in the drawer. Expected:

✅ Authenticated as your.name@your-tenant.onmicrosoft.com

If you see a red error, jump to Common errors.

Common errors

MessageWhat it usually meansFix
AADSTS50020: User account from identity provider does not existThe employee signed in with a personal Microsoft account or a guest account on the wrong tenant.Sign back in with the work Microsoft 365 account on the correct tenant.
Scope changed since consentMicrosoft requires fresh consent whenever PerfCopilot's requested scope set changes.Click Connect again; the new consent screen will list the updated scopes.
HTTP 401: InvalidAuthenticationTokenThe refresh token expired or was revoked from Azure AD.Re-run the Connect flow to mint a fresh token.

What signals we pull

  • email: sent / received metadata per employee from Exchange Online (headers only, no bodies).
  • Microsoft Teams meeting transcripts, used for call-quality scoring.

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