Email & inbox
AI agents for Outlook
AI agents that work your Outlook and Microsoft 365 inbox continuously: triage every message, draft routine replies, extract documents, and notify Teams, with a person approving before anything sends.
For Microsoft-centric teams the shared Outlook mailbox is where the backlog lives: requests, invoices, and approvals waiting on someone with a spare hour. An agent works that mailbox continuously and starts your team at a triaged inbox.
We connect through Microsoft Graph, the single API across Outlook, Teams, and OneDrive, and fit the agent into the tools your team already opens. Nothing new to learn, and nothing sends without the controls you set.
What we automate on Outlook
Email triage
Classify and prioritize every message across shared mailboxes, draft routine replies for review, and route the rest with a summary.
How it works
AP approvals
Turn emailed payables into routed approvals, with sign-off requested where your team already works, in Outlook or Teams.
How it works
Invoice capture
Extract invoices and bills from email attachments and pass them to your accounting workflow, coded and ready to review.
How it works
Customer support
Answer repeat questions from your own docs and escalate the rest to a person with the context already gathered.
How it works
How we connect
Into Outlook, the right way
We connect through Microsoft Graph using OAuth 2.0 via Entra ID, with delegated or application permissions scoped to the workflow. Graph reaches Outlook mail and calendar, OneDrive and SharePoint files, and Teams messages through one API, so an agent can read a shared mailbox, extract an attachment to SharePoint, and post an approval request to Teams in one flow.
App-only and higher-privilege access needs tenant admin consent, which is the real onboarding step for an SMB, and we scope permissions per mailbox where security matters. We design around Graph's throttling with change notifications rather than polling. For European teams we confirm your Microsoft cloud and data-region first, since the EU Data Boundary affects where processing runs.
Doesn't Outlook already do this?
Where the native features stop
Microsoft 365 Copilot drafts, summarizes threads, and prioritizes the inbox, and for a person working in Outlook it helps. Building real actions across your systems (reading a shared queue, extracting to SharePoint, routing an approval, posting to Teams, logging it) means work in Copilot Studio inside Microsoft's stack. We build the same workflow as an agent that runs in your accounts, reaches beyond one ecosystem, and moves with you.
Questions about Outlook
Does this need our IT admin to set up?
Yes, briefly. App access in Microsoft 365 needs an Entra admin to consent to the scoped permissions. We provide exactly what to approve, and access is per-mailbox where you want it and revocable.
Copilot vs a custom agent, which do we need?
Copilot assists a person in Outlook. For an unattended workflow across mailbox, files, and Teams with approval and logging, that is an agent, whether built in Copilot Studio or, our way, in your own accounts and reaching beyond Microsoft.
Can it post approvals to Teams?
Yes. Graph reaches Teams, so the agent can request a sign-off in the channel your team already uses and act on the response.
We have EU data-residency requirements. Is that a problem?
No, but we confirm your cloud and geo up front. The EU Data Boundary governs where processing happens, and we scope the build to keep it where the law puts it.
See all integrations or the full list of use cases.
Automate a Outlook workflow
The free audit maps what an agent could take over in your stack, estimates the hours, and quotes the pilot. No obligation.