Connecting to Microsoft 365

Connect Microsoft 365 to sync your client documents into Paradino, generate summaries from Teams recordings, and power Paradino's client email features.

Step 1: Connect Microsoft 365 to Paradino

1. From the main dashboard, navigate to Connectors in the left-hand sidebar.
2. Locate the Microsoft 365 integration box and click Connect.
3. Follow the on-screen prompts to authenticate.

Step 2: Link a Client Folder (OneDrive or SharePoint)

Once connected, you need to tell Paradino where a specific client's files live.

1. Navigate to the specific client's Workspace.
2. Click on Manage connections (found by clicking the three horizontal dots ... in the top right corner of the client details section).
3. A modal window will appear. Paste the direct URL link to the client's specific folder from your OneDrive or SharePoint into the Folder link field.
4. Click Validate (optional, to ensure the link works), and then click Link. The folder is now successfully connected to that client's profile.

Step 3: Sync Generated Documents to the Cloud

You can manually push a generated document to Microsoft 365, or configure auto-sync to do it automatically.

Manual Sync

1. After generating a document (such as a Fact Find or Strategy document), open the document editor.
2. In the toolbar above the text, locate the Cloud Storage icon (a cloud with an arrow pointing up).
3. Click this icon to instantly save the generated document directly into the linked Microsoft 365 client folder. A "Document saved" confirmation will appear in the bottom right corner.

Auto-sync (Owner only)

To save time, you can configure Paradino to automatically sync documents to Microsoft 365.

1. Click your profile icon and select Settings.
2. Open the Organisation tab and turn on Auto-sync documents.

How it works: With this setting enabled, whenever you open a generated document for the first time, or view an updated version, Paradino will automatically save a copy to the client's linked OneDrive or SharePoint folder. Documents are synced on view, not in the background, so simply opening the document triggers the sync.

Step 4: Sync Client Documents into the Paradino Knowledge Base

You can pull files from Microsoft 365 into Paradino so the AI can use them as context.

1. In the client's Workspace, navigate to the Knowledge base tab.
2. Click the Sync from OneDrive/SharePoint button.
3. A "Sync Preview" window will pop up, listing all the supported documents found in the linked folder.
4. Click Sync X changes.
5. The documents will appear in the list with a status of "processing." Once the status changes to "completed" or "digested," the AI agent can use these files to answer questions and generate advice.

Step 5: Generate Summaries Directly from Teams Recordings

1. Navigate to the Client Meetings tab from the left sidebar.
2. Below the manual meeting creation area, you will see a section titled Teams Recordings.
3. Paradino automatically pulls in recordings. By default, it uses the "Filter by client" toggle to only show recordings associated with the email addresses saved in the client's Workspace profile. Ensure their emails are up to date.
4. Select a Template and Meeting Date at the top, find the desired recording in the list, and click the black Generate button next to it to create a meeting summary.

Step 6: Sync Client Emails and Draft Replies

Your Microsoft 365 connection also powers Paradino's email features: syncing a client's email conversations into their knowledge base so Athena can reference them, and, on Pro, automatically drafting reply emails into your Outlook drafts when a client emails you.

1. Make sure Microsoft 365 is connected (Step 1). Email features need the mail permission, so if you connected before they were available you'll be prompted to reconnect to grant email access.
2. In a client's Workspace, open the Emails tab and turn on Sync emails.

If your Microsoft 365 connection drops, email sync pauses and catches up automatically once you reconnect.

Current Limits & Important Notes

• Knowledge Base Sync Limit: When syncing documents from Microsoft 365 into the Paradino Knowledge Base, only the 20 most recent documents per connected client folder are supported. There is no limit on syncing generated documents from Paradino to your Microsoft 365 folder.
• Applying folder changes: Paradino checks your linked OneDrive or SharePoint folder for changes (such as added or modified documents) and flags when updates are available on the client's Workspace > Knowledge base tab. Detection is automatic, but applying the update is a manual step: click Re-sync to bring the changes into the knowledge base.