Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.

Introduction

Connect Microsoft Planner to Sana to create, update, and manage tasks, plans, and buckets. Stay on top of your work without leaving Sana.

In summary, the connector has the following key characteristics:

Category: Productivity
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed

Capabilities

This connector is able to do the following:

Capability

List tasks

Create tasks

Update tasks

Create plans

Create buckets

Tools

While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Microsoft Planner. In practice, the agent may call one or more tools to achieve a single capability.

Tool

Create bucket

Create plan

Create task

List user tasks

Update task

Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.

Triggers

While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Microsoft Planner.

Trigger

New Plan Created

New Task Assigned to User

New Task Created

Scope and permissions

This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:

Scope	Purpose
email	Read your primary email address to identify you and use it in notifications, logs, etc.
offline_access	Keep a refresh token so the connector can continue to call Microsoft 365 on your behalf even when you're not actively logged in.
openid	Use Microsoft identity as the authentication provider (basic sign-in).
profile	Read basic profile info (name, avatar, tenant, etc.) to associate Microsoft 365 actions with your user.
Group.ReadWrite.All	Read and modify all Microsoft 365 Groups, including creating/updating Planner plans and buckets that are attached to groups.
Files.ReadWrite	Read, create, update, and delete files you have access to (e.g., attachments linked from Planner tasks).
Files.Read.All	Read all files you have permission to see across SharePoint/OneDrive, even if you didn't create them (needed to fetch attachments or related documents).
MailboxSettings.Read	Read your mailbox settings (time zone, language, etc.) so scheduled/notification times and formats match your Outlook configuration.
Tasks.ReadWrite	Read, create, update, and delete your tasks across Microsoft To Do / Planner, which is the core functionality of the Planner connector.
User.Read	Allow the signed-in user to read their own account info and verify identity (standard "sign in and read user profile" permission).
User.Read.All	Read basic profile information for other users in the organization so the connector can look up assignees, owners, and collaborators for Planner tasks and plans.

Set up instructions

Prerequisites:

You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.

Step 1: Go to the connectors page in Sana

In Sana, click on your profile icon and name in the bottom left corner and select Connectors.

Step 2: Find Microsoft Planner in the list of available connectors

Scroll to the Available connectors section and locate Microsoft Planner.

Note: If you can't find a connector in this list, it means one of the following:

You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.

Step 3: Hover the connector card and click the connect button

Hover the Microsoft Planner card and click the Connect button.

Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.

Step 4: Initialize the Pipedream connection

When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.

Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.

Step 5: Sign in to Microsoft Planner and approve the requested scopes

You'll be redirected to Microsoft Planner to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.

Step 6: Complete the set up

You've successfully connected your Microsoft Planner account. Click Continue to complete the setup and start using the connector.

Known limitations

Tasks: The connector can only list tasks assigned to the signed-in user, not tasks assigned to someone else or tasks that are unassigned.