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Use Outlook when your workflow needs email, calendar, contacts, or tasks in one place. You can read, create, update, and organize items with connected account actions.

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Configuration

Before you configure this step, connect Outlook in Integrations for your workspace using the sign-in flow. If no active connection is available, the step shows a warning with a link to Integrations instead of the account selector.

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Arguments form

When you select an action, the Arguments section renders a form driven by the action’s input schema. Fields that refer to existing records include dropdown pickers. Switch to the Raw JSON tab when you prefer to write the full arguments object by hand. Changes in either tab stay in sync.

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Common actions

Destructive actions, such as deleting records, are not available in the workflow action picker.

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Output

This step stores the Outlook response as the step output. The shape of the response depends on the action. Use the full output reference in later steps:

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Example

  1. Open Integrations and connect Outlook if you have not already done that.
  2. Add an Outlook step to your workflow.
  3. Select a connected account in Authentication.
  4. Choose List messages in Action.
  5. Fill in the required fields. Use Insert Variable to reference an earlier step’s output for any field value.
  6. Click Run in the step header to test the action, then review the returned payload in Output.

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Use cases

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Follow up on a lead email

  1. List messages
  2. Get message
  3. Reply to email

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Schedule a meeting

  1. Search people
  2. Create event
  3. Accept event invite

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Organize incoming mail

  1. List mail folders
  2. Move message
  3. Create mail folder

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Notes

  • This step depends on a connected Outlook integration in your workspace.
  • The workflow action picker shows a curated set of actions. Agents with the Outlook tool can use more of them.
  • The sign-in screen may show third-party authorization branding.

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Using Outlook as an Agent Tool

You can also add Outlook as a tool in the Agent Editor. Open the agent, click Add tool, and select Outlook. In the tool settings panel, choose the connected account the agent should use. The agent calls Outlook actions when they are relevant to the conversation. See also: Integrations, Creating and Editing, and Testing and Iteration