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Outlook

Email

Read, send, and organize email. Manage calendar events and contacts. Agents draft, send, forward, and reply to emails and create calendar events across Microsoft 365 accounts. 21 actions for the full Outlook stack.

21 actions available
Scheduled run polls Get Emails on dedicated operations inbox every 15 minutes
Agent classifies each email by type: invoice, PO confirmation, exception notification
Agent routes invoices to AP processing workflow via Parseur
Agent forwards PO confirmations to procurement team
Agent archives processed messages and moves to handled folder
Ops channel receives processing summary with counts by category
Sensitive negotiations and complaint responses handled as drafts for human review and send

What This Integration Enables

Outlook integration lets agents operate inside Microsoft 365: sending emails from real organizational addresses, reading inbound messages for processing, creating calendar events, managing contacts, and organizing email folders. For organizations that run on Microsoft 365, agents operate as effective team members within the existing communication infrastructure.

Without FlowRunner

Manual inbox triage Operations staff read every email in the shared inbox to classify and route it
Inbox checked intermittently Invoices and PO confirmations sit unprocessed until someone opens the inbox
Personal calendar entries Reps manually create meeting events in Outlook after each Calendly booking

With FlowRunner

Inbox processed every 15 minutes New messages classified and routed before staff arrive in the morning
Zero manual routing Invoices, POs, and exceptions each flow to the right workflow automatically
Context-rich calendar events Meeting entries created with deal notes before the rep sees the booking notification

Use Case Scenarios

Inbound Email Processing

A dedicated operations inbox receives vendor invoices, purchase order confirmations, and exception notifications. Every 15 minutes, an agent reads the inbox using Get Emails. It classifies each email by type, routes invoices to the AP processing workflow (which hands off to Parseur), forwards PO confirmations to the procurement team, and archives processed messages. The inbox is processed before anyone arrives in the morning.

Contract Execution Notification

DocuSign's On Envelope Completed fires. The agent sends an email via Outlook to the newly contracted client from the account manager's real Microsoft 365 address: a personalized welcome message with their signed contract attached. The email appears to come from the account manager, strengthening the relationship. The account manager did not write it and does not need to.

Meeting Scheduling from CRM

A deal moves to Demo Scheduled in HubSpot. The agent creates a calendar event in the sales rep's Outlook calendar with the prospect's name, the Calendly meeting link, and the deal notes as the event body. The rep sees the meeting in their calendar with full context. No manual calendar entry required.

Human-in-Loop Highlight

When an agent is about to send an email from a person's real Microsoft 365 account, particularly for communications that require personal judgment (sensitive negotiations, escalation responses, customer complaints), it creates a draft instead of sending directly. It sends a Slack notification to the account owner: "I've drafted a response to [Contact Name]'s email. Review the draft here and send when ready, or I can send it automatically if no changes are needed within 2 hours." The person retains control over their voice. The agent does the writing.

Agent processes routinely
Detects exception requiring judgment
Clear match Continues automatically
Ambiguous Routes to human via Slack
Human decides
Agent resumes with decision

Agent Capabilities

21 actions

Email Operations

10
  • Send Email Sends an email from the authenticated Microsoft 365 account. Used for all operational notifications and communications that need to come from a real organizational address rather than a transactional email service.
  • Create Draft Email Creates an email draft without sending. Used when an agent prepares a communication for human review before it goes out.
  • Send Draft Email Sends a previously created draft. Used when the review-then-send workflow requires a separate send step after human approval.
  • Get Email Retrieves a specific email by ID. Used when agents need to read message content for processing, classification, or routing.
  • Get Emails Returns emails from a folder with filter criteria. Used in inbox monitoring workflows where agents process inbound messages automatically.
  • Get Draft Emails Returns emails in the drafts folder. Used in review workflows where agents retrieve pending drafts for approval.
  • Forward Email Forwards an email to additional recipients. Used in escalation and routing workflows where an inbound message needs to be redirected to the right person.
  • Reply to Email Sends a reply in the same email thread. Used in automated response workflows where the agent responds to specific message types.
  • Delete Email Removes an email from the mailbox. Used in cleanup and management workflows.
  • Get Email Folders Returns the folder structure for the mailbox. Used in organization and routing workflows.

Calendar Management

5
  • Create Calendar Event Creates a new event in the calendar. Used in scheduling workflows: when an appointment is booked, the agent adds it to the team member's Outlook calendar automatically.
  • Get Calendar Event Retrieves a specific calendar event. Used to check scheduling details before taking action in connected workflows.
  • Get Calendar Events Returns events matching filter criteria (date range, subject, attendees). Used in scheduling conflict detection and availability checking workflows.
  • Update Calendar Event Modifies an existing calendar event. Used when meeting details change and the calendar entry needs to reflect the update.
  • Delete Calendar Event Removes a calendar event. Used in cancellation workflows.

Contact Management

5
  • Create Contact Creates a contact in the Outlook address book. Used when new people enter operational workflows and need to be added to the organizational contacts for easy reference.
  • Get Contact Retrieves a contact record. Used to look up contact details in communication and routing workflows.
  • Get Contacts Returns a list of contacts. Used in reporting and bulk communication workflows.
  • Update Contact Modifies contact details. Used to keep the address book synchronized with CRM or ERP data.
  • Delete Contact Removes a contact. Used in offboarding and data governance workflows.

Account

1
  • Get User Profile Returns the authenticated user's Microsoft 365 profile. Used in administrative and configuration workflows.

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