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Available integration

Outlook AI email assistant for client replies and follow-up

Authorize the Microsoft mailbox you control, then Workforce AI can use the real Outlook message and thread to prepare a reply draft and the next task, reminder, or scheduling step. Your review rules decide which client-facing work waits for approval.

Direct answer

Can Workforce AI draft replies from Outlook?

Yes. After the mailbox owner authorizes Microsoft Outlook, Workforce AI can use the message and thread context to prepare a client reply, follow-up task, reminder, or scheduling step. The workspace controls the workflow, and enabled review rules can hold designated client-facing actions before release.

Outlook stays the mailbox. Workforce AI handles the configured drafting and follow-through around it.

  1. 01

    Connect the right mailbox

    The mailbox owner authorizes the Microsoft account and sees the requested scopes during setup.

  2. 02

    Use the real thread

    The configured workflow reads the available message and thread context instead of starting from a blank prompt.

  3. 03

    Prepare the next step

    Create the draft and, when configured, the related task, reminder, or calendar step.

  4. 04

    Review designated actions

    Enabled approval rules hold the covered client-facing work for a person to check before release.

What the connection does

From authorization to useful work

Trigger

Incoming message trigger

An Outlook message can start the configured email workflow.

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.

OMicrosoft Outlook· Inbox
Search mail
Y
Compose
Inbox3
Starred
Sent
Drafts
Today
Alder Co. AccountingInvoice 2041 paid. Receipt attached for your records.8:52 AM
Marcus LeeStandup notes. Short one today, all three projects on track.8:15 AM
County Clerk OfficeRenewal reminder. Your business registration is due this month.Yesterday
Setup

Three steps, with the account owner in control

  1. 01

    Choose Outlook

    Select Outlook during email onboarding or from Integrations.

  2. 02

    Authorize Microsoft

    Sign in to the mailbox owner's Microsoft account and approve the requested scopes.

  3. 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.
  • If Microsoft revokes the connection or authorization expires, the Outlook-dependent workflow stops until the mailbox owner reconnects it.
  • Exact trigger and action availability depends on the connected account and enabled tools.
  • Drafting does not require every message to be sent automatically.
Questions

Outlook integration questions

Reviewed August 13, 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.

What happens if the Outlook authorization expires?

The Outlook-dependent workflow stops until the mailbox owner reconnects the account. Workforce AI does not keep processing with a failed or revoked Microsoft connection.

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.