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Outlook

Connect Outlook from Integrations in the Workforce AI dashboard, then ask your AI employee to use it as part of a job. The action reference below is normalized from the current Outlook toolkit reference into plain business language.

  • Summarize new messages that need your attention.
  • Draft a reply using the full thread and your instructions.
  • Find an earlier conversation and pull out the decision.
  1. Open Workforce AI and choose Integrations.
  2. Find Outlook and select Connect.
  3. Complete the provider sign-in or connection details shown on screen.
  4. Return to your AI employee and give it one clear job using Outlook.

The provider controls which accounts and workspaces you can authorize. You can reconnect or remove the connection from the Integrations page.

Outlook can start a Workforce AI job when a new message arrives. Choose the trigger, then give the employee the exact job that should run from that event.

  • Add event attachment
  • Add mail attachment
  • Batch move messages
  • Batch update messages
  • Calendar create event
  • Cancel calendar event
  • Cancel calendar group calendar event
  • Cancel event
  • Contact trigger
  • Copy mail folder
  • Copy message
  • Copy message from child folder
  • Copy message from mail folder
  • Copy me mail folder
  • Create attachment upload session
  • Create attachment upload session in child folder
  • Create calendar
  • Create calendar event
  • Create calendar event attachment
  • Create calendar event attachment upload session
  • Create calendar event in calendar
  • Create calendar group
  • Create calendar group calendar event attachment
  • Create calendar group calendar event extension
  • Create calendar permission
  • Create cal group event attach upload
  • Create contact
  • Create contact folder
  • Create contact folder child folder
  • Create draft
  • Create draft reply
  • Create email rule
  • Create event attachment
  • Create event attachment upload session
  • Create forward draft
  • Create mail folder
  • Create mail folder message
  • Create mail folder message attachment
  • Create mail folder message attachment upload session
  • Create mail folder message rule
  • Create master category
  • Create message attachment
  • Create me calendar event extension
  • Create me calendar permission
  • Create me child folder message
  • Create me contact folders contacts
  • Create me contact folders contacts extensions
  • Create me contact folders extensions
  • Create me contact in child folder
  • Create me event
  • Create me event attachment upload session
  • Create me forward draft
  • Create me inference classification override
  • Create me mail folder message reply all draft
  • Create me message reply all draft
  • Create me reply all draft
  • Create me reply draft
  • Create reply all draft
  • Create task
  • Create user calendar calendar event
  • Create user calendar event attachment
  • Create user calendar group calendar
  • Create user calendar group event
  • Create user contacts extensions
  • Create user event attachment upload session
  • Create user event calendar permission
  • Create user mail child folder msg ext
  • Create user mail folders child folders
  • Create user mail folder message extension
  • Create user mail folder message reply draft
  • Create user master category
  • Create user message
  • Create user message attachment
  • Delete calendar
  • Delete calendar event
  • Delete calendar event attachment
  • Delete calendar event from specific calendar
  • Delete calendar from group
  • Delete calendar group
  • Delete calendar group calendar event
  • Delete calendar group event attachment
  • Delete calendar group event permanently
  • Delete calendar permanently
  • Delete calendar permission
  • Delete child contact folder permanently
  • Delete child folder message
  • Delete contact
  • Delete contacts extensions
  • Delete contact folder
  • Delete contact folder child folder
  • Delete contact folder contact
  • Delete contact folder permanently
  • Delete contact from child folder permanently
  • Delete contact from folder permanently
  • Delete contact permanently
  • Delete email rule
  • Delete event
  • Delete event attachment
  • Delete event extension
  • Delete event permanently
  • Delete mail folder
  • Delete mail folder message
  • Delete master category
  • Delete message
  • Delete message attachment
  • Delete message extension
  • Delete message permanently from folder
  • Delete me calendar permission
  • Delete me contact extension
  • Delete me contact folder contact extension
  • Delete me events attachments
  • Delete me event extension
  • Delete me inference classification override
  • Delete me mail folders child folders messages extens
  • Delete me mail folders messages attachments
  • Delete me mail folders messages extensions
  • Delete me mail folder child folder
  • Delete me mail folder child folder permanently
  • Delete me mail folder message rule
  • Delete me messages attachments
  • Delete primary calendar permission
  • Delete todo task
  • Delete user calendar event permanently
  • Delete user child folder contact
  • Delete user child folder message permanently
  • Delete user contact extension
  • Delete user event permanently
  • Delete user mail folder permanently
  • Delete user message attachment
  • Download outlook attachment
  • Event change trigger
  • Event trigger
  • Find meeting times
  • Forward message
  • Forward user calendar event
  • Get calendar
  • Get calendar event
  • Get calendar event attachment
  • Get calendar from event
  • Get calendar from group
  • Get calendar group
  • Get calendar group calendar event extension
  • Get calendar group event attachment
  • Get calendar group schedule
  • Get calendar permission
  • Get calendar permission from calendar
  • Get calendar schedule
  • Get calendar view
  • Get child folder message
  • Get child folder message content
  • Get child mail folder
  • Get contact extension
  • Get contact folder
  • Get contact folders
  • Get contact from folder
  • Get drafts mail folder
  • Get event
  • Get event attachment
  • Get event calendar from group
  • Get inference classification
  • Get mailbox settings
  • Get mail delta
  • Get mail folder
  • Get mail folder message
  • Get mail folder message rule
  • Get mail tips
  • Get master categories
  • Get master category
  • Get message
  • Get message extension
  • Get me calendar
  • Get me contacts
  • Get me contacts extensions
  • Get me contact folders child folder
  • Get me contact from child folder
  • Get me contact photo
  • Get me event attachment
  • Get me event calendar
  • Get me mail folders messages extensions
  • Get me mail folder message attachment
  • Get me message mime content
  • Get me outlook
  • Get nested folder message attachment
  • Get profile
  • Get schedule
  • Get supported languages
  • Get supported time zones
  • Get user by email
  • Get user calendar
  • Get user calendar allowed sharing roles
  • Get user calendar event
  • Get user calendar group calendar permission
  • Get user calendar group event
  • Get user calendar group event attachment
  • Get user child folder message
  • Get user event extension
  • Get user messages attachments
  • List calendars
  • List calendar calendar view
  • List calendar event attachments
  • List calendar groups
  • List calendar group calendars
  • List calendar group calendar events
  • List calendar group event attachments
  • List calendar permissions
  • List calendar view delta
  • List chats
  • List chat messages
  • List child folder contacts
  • List child folder messages
  • List child mail folders
  • List contacts
  • List contacts delta
  • List contact folders delta
  • List contact folder child folders
  • List email rules
  • List events
  • List event attachments
  • List event calendar calendar permissions
  • List event instances
  • List inference classification overrides
  • List mail folders
  • List mail folders delta
  • List mail folder messages
  • List mail folder message attachments
  • List mail folder message rules
  • List master categories
  • List messages
  • List message attachments from child folder
  • List me calendars calendar view
  • List me calendar permissions
  • List me event instances
  • List outlook attachments
  • List places
  • List primary calendar permissions
  • List reminders
  • List sent items messages
  • List todo tasks
  • List to do lists
  • List users
  • List user calendars calendar permissions
  • List user calendars events
  • List user calendar events attachments
  • List user calendar event instances
  • List user calendar groups calendar view
  • List user calendar group event instances
  • List user calendar view
  • List user contacts
  • Message trigger
  • Move mail folder
  • Move message
  • Move message from child folder
  • Move message from folder
  • Move me mail folder
  • Permanent delete message
  • Query emails
  • Reply email
  • Search emails
  • Search events
  • Search messages
  • Send draft
  • Send email
  • Sent message trigger
  • Update calendar event
  • Update calendar event in calendar
  • Update calendar group
  • Update calendar groups calendars
  • Update calendar groups calendars events
  • Update calendar group calendar permission
  • Update calendar permission
  • Update child folder contact
  • Update contact
  • Update contact folder
  • Update contact folders contacts
  • Update contact folder child folder
  • Update email
  • Update email rule
  • Update event extension
  • Update event extension in calendar group
  • Update inference classification
  • Update mailbox settings
  • Update mail folder
  • Update master category
  • Update me contacts extensions
  • Update todo task
  • Update user calendar
  • Update user calendars
  • Update user calendar calendar event
  • Update user calendar event
  • Update user calendar permission
  • Update user child folder message
  • Update user contacts extensions
  • Update user contacts extensions direct
  • Update user contact extension
  • Update user events extensions
  • Update user event extension
  • Update user inference classification override
  • Update user mail folders child folders
  • Update user mail folder message
  • Update user mail folder message extension
  • Update user mail folder message rule
  • Update user message extension

Workforce AI applies its approval rules to actions that create, change, send, publish, move, or remove information. When an action needs approval, you will see it in Approvals before it runs.

Use the result you want and the record or audience involved:

Using Outlook, summarize new messages that need your attention. Show me the result here.

For recurring work, add the timing, the information to use, and the finish line. You can save a successful job as a schedule when it should run on a regular rhythm.

Does Workforce AI need my Outlook password?

Section titled “Does Workforce AI need my Outlook password?”

Use the provider sign-in or connection screen shown by Workforce AI. OAuth providers keep your password with the provider.

Open Approvals in Workforce AI. Review the complete proposal, then approve or deny it.

How do I switch to another Outlook account?

Section titled “How do I switch to another Outlook account?”

Open Integrations, remove or reconnect Outlook, and choose the account you want during the provider sign-in.

Yes. Once the connection and job work the way you want, tell your AI employee when the job should run.