RenderDraw connects to the full Microsoft 365 suite. Read and write Excel workbooks. Trigger workflows when files arrive in SharePoint. Route approvals through Teams. Pull Dynamics 365 pricing and inventory data at runtime.
RenderDraw reads data from Excel files stored in SharePoint or OneDrive and writes structured workflow output back to Excel. The Microsoft 365 Excel integration is the most common data source for teams that have existing estimating spreadsheets they cannot immediately replace.
{
"type": "datasource",
"provider": "microsoft-365",
"action": "excel_read_table",
"input": {
"siteId":
"acme.sharepoint.com,
sites/Estimating",
"fileRelativePath":
"Shared Documents/
Q1-Rate-Sheet.xlsx",
"sheet": "Labor Rates",
"table": "LaborRateTable",
"columns": [
"trade",
"base_rate_usd",
"effective_date"
]
},
"output": {
"mapTo": "workbook",
"matchColumn": "trade"
}
}
Configure a SharePoint document library as a workflow trigger. When a new file is uploaded to a watched folder — an RFP PDF, a drawing submission, or a vendor quote — RenderDraw fires the associated workflow automatically.
New file detected 14s ago: Project-Gamma-RFP-Final.pdf. Workflow triggered.
When a workflow reaches a human approval gate, RenderDraw sends an Adaptive Card to the designated Teams channel or individual. The reviewer approves, rejects, or edits directly within Teams — no need to open the RenderDraw platform.
Gate approval requests arrive in Teams as Adaptive Cards with the full context: workflow name, document being reviewed, AI-generated summary, and Approve / Reject / Request Revision action buttons.
Post workflow status updates to a Teams channel as workflows complete or fail. Keep the estimating team, project manager, and leadership informed without email chains.
When a workflow block fails and requires human intervention, an alert is posted to a designated Teams channel with the error details, the block that failed, and a link to the run log.
Connect to Dynamics 365 (Finance & Operations, Business Central, or Sales) to pull ERP data directly into workflow blocks. This ensures workflow-generated quotes always use current ERP pricing — not a spreadsheet that was last refreshed three weeks ago.
AI extracts quantities → D365 returns trade agreement prices per item → Workbook populated with line item totals
Before approval gate, check D365 inventory availability. Flag line items where stock is below required quantity.
Approved workbook rows become D365 sales order lines. No manual data entry in ERP.
The Microsoft 365 integration uses OAuth 2.0 with delegated or application permissions. You need an Azure App Registration in your tenant. RenderDraw walks you through this in the provider settings UI.
In the Azure Portal, register a new app in your tenant. Set the redirect URI to https://platform.renderdraw.com/auth/microsoft/callback. RenderDraw provides the exact URI to copy.
Add the following Microsoft Graph API permissions: Files.ReadWrite.All (SharePoint/OneDrive), Sites.ReadWrite.All, ChannelMessage.Send (Teams), User.Read. Grant admin consent for the tenant.
In RenderDraw Settings → Providers, add Microsoft 365 as a provider. Paste the Azure App's Client ID and Client Secret. Click Connect — you will be redirected to Microsoft to authorize. Done.
OAuth 2.0 connection via Azure App Registration. Trigger workflows from SharePoint, read Excel data, and route approvals through Teams — all configured in minutes.