Connect Google and Microsoft accounts

Connecting your Google Workspace or Microsoft 365 account links Onplana to the tools where your files, calendar, and email already live. Connections are personal: each person connects their own account, separately in each organization they belong to, and only ever grants access to their own data.

Connect an account

1. Open Settings and go to the Accounts tab.

2. Under Connected Accounts, find the Google Workspace or Microsoft 365 card and select Connect. (Box and Dropbox cards sit alongside them for file storage only.)

3. Sign in with the provider and accept the consent screen. You are returned to where you started; if you began from a cloud file picker inside a project, the picker reopens with your files listed.

Once connected, the card shows the linked email address and a chip for each permission you granted. Update Permissions re-runs the consent screen to add more, for example the Microsoft scopes for Planner and To Do, or the agent permissions for Outlook drafts, Teams, and SharePoint.

What each connection unlocks

Google Workspace

• Attach Google Drive files in project workspaces through the Google file picker. Onplana can only ever open the specific files you pick, not browse your Drive.
• Push your assigned Onplana tasks to Google Calendar (the Push my Onplana tasks to Google Calendar toggle on the card).

Microsoft 365

• Attach OneDrive files in project workspaces.
• Push your assigned tasks to Outlook Calendar.
• Email-to-Task: fetch recent unread Outlook emails and convert them to tasks in one click, from the Email-to-Task section on the same tab.
• Two-way sync of your tasks with Microsoft To Do.
• With the corresponding permissions granted, AI agent features can save email deliverables as Outlook drafts (drafts only, never sent automatically, and gated behind its own opt-in toggle), post to Teams channels, and attach SharePoint documents.

Staying connected

Token refresh is automatic. Onplana stores the provider’s refresh token encrypted and renews the short-lived access token in the background just before it expires, so a connection keeps working for months without any action from you.

If you revoke Onplana’s access from your Google or Microsoft account security page, the next refresh fails and the connection is marked revoked. The card reverts to Connect, and surfaces that used it (such as the cloud file picker) prompt you to reconnect. Reconnecting is the same flow as connecting the first time.

Tip

If file attachments or calendar push silently stop working, check the Accounts tab first. A card that has fallen back to Connect means the provider-side grant was revoked or expired, and one click restores it.

Disconnecting

Select Disconnect on the card to revoke a connection. For Google, Onplana also asks Google to revoke the grant itself. The connection record is kept (marked revoked) rather than erased, so your organization’s audit trail of what was connected and when stays intact. Files already attached from that account remain attached.

FAQs

Does connecting give my whole organization access to my account? No. A connection is scoped to you, and to the organization you connected it in. Teammates connect their own accounts.

Why can I connect but not attach cloud files? Cloud file attach in project workspaces is part of the Business plan’s integrations. On lower plans the Add from cloud action shows an upgrade prompt.

Can Google emails become tasks too? Not currently. Email-to-Task works with a connected Microsoft 365 account and Outlook mail; Onplana does not request Gmail access.