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Microsoft Outlook integration

Use Microsoft Outlook in Zoft workflows, voice agents, chat agents and AI employees. Use Microsoft Outlook from Zoft voice agents, chat agents, workflows and AI employees.

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  1. Starts withNew Email
  2. ZoftAgent or workflow decides what happens next
  3. Then in Microsoft OutlookSend Email
  4. AndSend Draft Email
Illustrative flow built from Microsoft Outlook’s real triggers and actions.

Zoft + Microsoft Outlook

What Zoft can do with Microsoft Outlook.

  • 01Voice agentsA phone agent can use Microsoft Outlook actions such as Send Email and Send Draft Email during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Microsoft Outlook while it talks to the customer.
  • 03WorkflowsStart a workflow when “New Email” happens in Microsoft Outlook, or use Microsoft Outlook as any step on the canvas.
  • 04AI employeesAn AI employee can find and use Microsoft Outlook actions on its own, and ask for your approval before it sends or changes anything important.

Actions 13

Things Zoft can do in Microsoft Outlook.

  • Find EmailSearches for emails using full-text search.
  • Send EmailSends an email using Microsoft Outlook.
  • Reply to EmailReply to an outlook email.
  • Forward EmailForwards an email message.
  • Send Draft EmailSends a draft email message.
  • Add Label to EmailAdds a category (label) to an email message.
  • Custom API CallMake a custom API call to a specific endpoint
  • Create Draft EmailCreates a draft email message.
  • Move Email to FolderMoves an email message to a specific folder.
  • Download AttachmentDownload attachments from a specific email message.
Show all 13
  • Get Emails by Date RangeRetrieves emails received between a start and end date, with simple optional filters.
  • Remove Label from EmailRemoves a category (label) from an email message.
  • Request Approval in EmailSend approval request email and then wait until the email is approved or disapproved

Triggers 3

Events in Microsoft Outlook that can start a workflow.

  • New EmailTriggers when a new email is received in the inbox.
  • New AttachmentTriggers when a new email containing one or more attachments arrives.
  • New Email in FolderTriggers when a new email is delivered into the specified folder.

Setup

Connect Microsoft Outlook in three steps.

  1. 01ConnectChoose Microsoft Outlook in Connections and approve access in the Microsoft Outlook sign-in window. Zoft never sees your password.
  2. 02Put it to workAdd Microsoft Outlook as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

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FAQ

Microsoft Outlook on Zoft, answered.

What can Zoft do with Microsoft Outlook?

Zoft supports 13 actions and 3 triggers for Microsoft Outlook. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Microsoft Outlook to Zoft?

Choose Microsoft Outlook in Connections and approve access in the Microsoft Outlook sign-in window. Zoft never sees your password.

Can a voice agent or chat agent use Microsoft Outlook?

Yes. Once Microsoft Outlook is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Microsoft Outlook without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Microsoft Outlook to work in your operation.

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