Integrations · Communication
Put an AI employee to work in Outlook.
Microsoft's email and calendar, part of Microsoft 365. Your AI employee connects to it over Outlook's web API, works at the approval level you set, and logs every action it takes.
What an AI employee can do in Outlook
- Your inbox agent triages the shared Outlook mailbox and routes each message to the right person.
- It answers scheduling requests against the real calendar.
- It logs client emails on the client record, so the history is in one place.
An example in Outlook
A property management office runs a shared maintenance mailbox in Outlook. A tenant emails that water is coming through the ceiling. The agent tags the Message with the Emergency Category, replies with the after-hours line and what to do right now, and sends it to the on-call maintenance lead. For a dripping faucet in the same inbox, it tags it Routine, asks the tenant for a good time, and creates a Calendar event for the handyman. In the CRM, each tenant's record shows the request, the reply and who has it.
What stays with your people
Your maintenance lead decides what counts as an emergency and which vendor gets sent.
The connection
- How it connects
- Over Outlook's web API (HTTPS), or an MCP server where one exists. Its key is stored as a secret, scoped to the job, and never written into the AI employee's instructions. Set it up yourself in the Studio, or have us do it.
- What it reads and writes in Outlook
- Message, Folder, Shared mailbox, Category, Calendar event.
- Approval level
- Off, suggest, draft or autonomous, granted by you task by task. Outbound texts and deletions never pass draft.
- On the record
- Every call it makes to Outlook is logged with what it did and when, so a person can pick up where it left off.
Industries that often run Outlook
Questions about Outlook
- Does our Microsoft admin need to approve it?
- Yes. Your admin grants access to the specific mailboxes and calendars the agent works in. Nothing else in your tenant is opened.
- Can it work in a shared mailbox?
- Yes. Shared mailboxes are where it is most useful. It uses your Categories and Folders so your team sees what it did.
- Will it send replies without us?
- Routine acknowledgments can go out on their own if you allow it. Anything else waits for approval.
