Microsoft Lists
Filament

Ask questions about your Microsoft Lists data

Connect Microsoft Lists to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Setup in minutes

Microsoft Lists tracks work items and task status, but understanding team workload patterns or how list completion correlates with project outcomes means connecting to your project management and time tracking tools. Filament links Microsoft Lists to your other business systems and answers questions about capacity planning, completion trends, and cross-team dependencies in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Microsoft Lists KPIs with Filament Analytics

Connect your Microsoft Lists account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

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Key Microsoft Lists metrics you can track in Filament:

lists
Track list configuration and metadata with title, description, template type, created date, last modified date, and item count across all synced SharePoint lists.
records:
list_idtitletemplateitem_countcreatedlast_modified
list_items
Track individual work items with title, status, assigned to, priority, due date, completion date, and custom field values for each list entry.
records:
item_idlist_idtitlestatusassigned_todue_datemodified
columns
Track field definitions and structure with column name, data type, required status, default value, and validation rules for each list.
records:
column_idlist_iddisplay_namefield_typerequired
content_types
Track list templates and configurations with content type name, description, parent type, and associated field definitions.
records:
content_type_idnamedescriptionparent_id
item_history
Track changes and updates with modified date, modified by user, previous values, and version history for all list items.
records:
item_idmodified_datemodified_byversionfield_changed
assignments
Track task ownership and workload with assigned user, assignment date, completion status, and workload distribution across team members.
records:
item_idassigned_toassigned_datestatuscompleted_date
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Combine Microsoft Lists with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Microsoft Lists lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Microsoft Lists data gets even more powerful when combined with other tools:

Microsoft Lists
Jira

Microsoft Lists + Jira

Connect Microsoft Lists task assignments with Jira sprint data to see how work items flow between teams, identify bottlenecks in your workflow, and track completion rates across different project management systems.

Microsoft Lists
HubSpot

Microsoft Lists + HubSpot

Connect Microsoft Lists customer tracking with HubSpot deals and contacts to see which accounts require the most work items, how list completion affects deal velocity, and build a kpi dashboard tracking customer success activity.

Microsoft Lists
Slack

Microsoft Lists + Slack

Connect Microsoft Lists assignments with Slack activity to analyze how team communication patterns relate to task completion, identify when lists need attention, and understand collaboration dynamics across your business intelligence dashboard.

Benefits of Filament's Microsoft Lists Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Microsoft Lists account

Connect your Microsoft Lists account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Microsoft Lists data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Microsoft Lists dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Microsoft Lists integration FAQ

Everything you need to know about connecting Microsoft Lists with Filament and getting the most out of your data.