Module 06 · Integrations
Outlook
Let assistants list and read Outlook mail and leave replies as drafts. Sending always waits for your Approve.
On this page
Outlook lets an assistant read your Microsoft mail and write replies as drafts. You give the final go.
At a glance#
| Category | Mail and calendar |
| Used by | Accountant, Marketing, Legal |
What assistants can do#
| Ability | How it runs |
|---|---|
| List and read mail | Reads on its own |
| Create drafts (nothing is sent) | Reads on its own |
| Send a draft | Waits for your Approve |
Setup#
- In Microsoft's admin portal, register an app with mail permissions and create a secret for it. Copy the access token or secret details it gives you.
- Open Integrations and pick Outlook.
- Paste the token and press Connect.
- Leave sending off until you want it.
Permissions#
In plain words, the app needs to:
- Read mail in the mailbox.
- Create drafts in that mailbox.
- Send mail, only if you will allow sending.
Your Microsoft administrator may need to approve these permissions first.
Good to know#
- Sending is off by default, and every send waits for your Approve. See approvals.
- Outlook covers mail only. For chat, connect Microsoft Teams.
- Your token stays with your StellarFirm workspace and is never shown back to you. The page shows only that it is connected.
- Drafts appear in Outlook's own Drafts folder.
Prompts#
PromptDraft a reply Marketing, draft a reply to the latest customer mail and leave it as an Outlook draft. Do not send until I Approve.
PromptFind invoices Accountant, find mail from this month that contains an invoice and list the sender, the date, and the amount due.