Trigger
Incoming message trigger
An Outlook message can start the configured email workflow.
Available integration
Outlook AI assistant for client replies and follow-through
Microsoft-based teams can connect Outlook, trigger work from incoming messages, and turn the thread into a draft, reminder, task, or scheduling handoff.
What the connection does
From authorization to useful work
Context
Message and thread context
The workflow retrieves the message context before preparing the response.
Action
Draft and next action
Prepare a reply and move commitments into the appropriate task, reminder, or calendar workflow.
Control
Human review
Enabled approval rules can hold designated client-facing work before release.
In the product
Watch a real reply become a ready-to-review draft.
The Microsoft Outlook workflow brings the thread into context, writes the reply, and waits for your judgment before anything goes out.
Watch it run, edit the draft, approve it, or replay the workflow.
Inbox
Search mail
Y
Compose
Inbox3
Starred
Sent
Drafts
Today
8:52 AM
8:15 AM
Yesterday
Setup
Three steps, with the account owner in control
- 01
Choose Outlook
Select Outlook during email onboarding or from Integrations.
- 02
Authorize Microsoft
Sign in to the mailbox owner's Microsoft account and approve the requested scopes.
- 03
Choose the workflow
Configure drafting, follow-up, and approval behavior for the workspace.
Permission model
What authorization means
- Each user connects the mailbox they control.
- The authorization scopes are shown during Microsoft connection.
- The connection can be removed from the workspace.
Boundaries
Connection limits and requirements
- No mailbox access before authorization.
- Exact trigger and action availability depends on the connected account and enabled tools.
- Drafting does not require every message to be sent automatically.
Continue exploring
Useful next pages
Questions
Outlook integration questions
Reviewed July 10, 2026.
Is Outlook supported?
Yes. Outlook appears in onboarding and the production code includes an Outlook message trigger and Outlook-specific email processing paths.
Do I need Gmail as well?
No. Onboarding requires Gmail or Outlook for email workflows; a team can use Outlook as its connected mailbox.
Can I review replies?
Yes. Drafting and enabled approval rules let the workspace keep designated client-facing actions under human review.
Use your real setup
See Microsoft Outlook inside the workflow you already run.
Bring one recurring process. We will show the connection, the action, the review point, and what happens next.
