AI workers for Outlook
Ready-made AI workers for Outlook: folder-aware triage, same-day flags, and thread summaries that keep a busy Microsoft 365 mailbox moving without handing over control of it.
- Meeting Prep Assistant
Builds a prep sheet for each meeting on your calendar: who, history, open items, and talking points.
- CRM Scribe
Logs your meetings and email threads into the CRM so records stay current without manual data entry.
- Inbox Triage Assistant
Triages your inbox each morning, drafts replies, and flags what needs you.
- Executive Daily Briefing
Delivers a prioritized morning brief of your day: meetings, urgent email, blockers, and team chatter.
- Follow-Up Tracker
Tracks every email you are waiting on a reply to, drafts a polite nudge when a thread goes quiet past your window, and keeps a live waiting-on-others board.
- Deal Follow-up Assistant
Finds stalling deals you own and drafts a follow-up for each.
- Inbox Guardian
Watches your inbox while you are heads-down or away, drafts holding replies, and pings you only for real emergencies.
- Renewal Radar
Watches upcoming renewals, spots quiet accounts, and drafts timely check-in emails before it is too late.
- Email Category Classifier
Sorts a window of inbox mail into your own categories and returns one typed row per message, so an agent can read the shape of an inbox in one call.
- Recruiting Coordinator
Keeps candidate threads moving: replies drafted, interviews scheduled, and the pipeline board current.
- Link Outreach Runner
Works your link prospect list every week: drafts personalized outreach emails and records who replied.
- Dynamic Focus-Time Optimizer
Protects two hours of deep work a day: scans your calendar 14 days out, books and adjusts Focus / Deep Work blocks, and emails you a fix plan when a day is too fragmented.
- Lost Backlink Recovery
Finds the backlinks you lost, works out why, and drafts the reclaim email to the site owner.
- Inbound Lead Qualifier
Qualifies new inbound leads, files them in the CRM, and drafts the first reply within minutes.
- Travel Buffer Guardian
Blocks travel time around your flights, trains and off-site meetings, keeps those holds honest when a trip moves, and emails you a brief the night before.
- Support Inbox Triager
Triages the support inbox: classifies, prioritizes, drafts replies, and files tickets for real issues.
- Invoice Follow-up Assistant
Chases overdue invoices with polite, escalating reminder drafts pulled from your AR sheet and inbox.
- Daily Phishing Email Scanner
Scan new inbox email daily and label messages that show phishing or scam risk.
- Email OTP Retrieval
Find the latest one-time passcode email for an agent sign-in without changing or sending mail.
- Promise Keeper
Finds commitments you made in email and chat, flags overdue ones, and leaves status-update drafts for review.
- RSVP and Agenda Hygiene
Flags pending invites and meetings without agendas, then drafts agenda asks or polite decline notes — never RSVPs for you.
- Review Sweep
Finds Drive docs awaiting your review and related email asks, then leaves holding or review-complete drafts.
- Loop Closer
Finds open promises and stale threads across email, calendar, and chat, then leaves draft replies for you to approve.
- School Email to Calendar
Scan school emails and create complete calendar events organized by child name.
- Internal Request Router
Labels incoming requests for IT, HR or Finance and escalates requests needing private handling.
- Critical Email Finder
Reads a window of inbox mail and returns only the messages where something breaks, money is lost, a person is blocked or a deadline passes if the owner does not see them today.
- Grok Morning Brief
Hands Grok Bot a prioritized morning digest of meetings, urgent email, and team chatter — read-only, under 400 words.
- Email Jev Classifier
Sorts a window of inbox mail into your own categories and returns one typed row per message, so an agent can read the shape of an inbox in one call.
- Email Reply Needed Screen
Reads a window of mail and says, message by message, whether the owner owes a reply and who owes the next move.
- Intro Debt
Finds warm-intro requests you still owe and leaves double-opt-in or connection email drafts — never sends.
- Email Entity Relevance Finder
Finds matching message that is actually about a customer, project, vendor, person or topic you name, internal and external, and names the false positives a keyword search returns silently.
- Grok Inbox Triage
Triages overnight email into buckets, saves draft replies only, and never sends — built for Grok Bot operators.
- Subscription Cleaner
Find unwanted email subscriptions and prepare safe unsubscribe drafts for your review.
- Post-Meeting Closer
Reads today's meeting notes, extracts owners and asks, then leaves follow-up email drafts — never posts or books.
- Inbox Reply Labeler
Labels requests needing a reply, urgent requests and bulk mail so your inbox is ready to work.
- Inbox Triage
Labels every unread email follow-up, billing or other with a confidence score, flagging the ones that need you.
- Buyer Commitment Review
Separates buyer commitments from seller proposals in a sales conversation.
- Sales Handoff Workflow
Turns account evidence and buyer correspondence into an SDR-to-AE handoff and discovery agenda.
- Partner Commitment Review
Extracts partner commitments and unresolved handoffs from business correspondence.
- Partner Account Planning Workflow
Combines shared opportunity context and partner commitments into a joint account plan draft.
- Finance Approval Evidence Review
Finds explicit finance approvals and unresolved conditions in selected correspondence.
- Month-End Close Review Workflow
Combines reconciliation and approval evidence into an exception packet for the finance owner.
- Contract Correspondence Review
Summarizes negotiation and handoff statements without treating them as executed amendments.
- Contract Handoff Workflow
Combines contract text and correspondence into an operational handoff for legal review.
- Supplier Issue Commitment Review
Extracts supplier issue timelines, promised remedies and unresolved commitments.
- Supplier Performance Review Workflow
Combines supplier measures and issue commitments into a review agenda and action plan draft.
- Influencer Follow-Up Assistant
Finds creators who have gone quiet in your Influencer Hero pipeline and drafts a short, personal follow-up email to each in your inbox, ready for you to review and send.
- Competitor Newsletter Watch
Reads your competitors' newsletters, archives them after ingesting, watches their websites for changes, and reports what moved against your positioning.
What is an AI worker for Outlook?
An AI worker for Outlook is an AI agent scoped to one job inside your Microsoft 365 mailbox, such as filing what arrived into the right folders or pulling a decision out of a forty message thread. It works through your connected work account and respects the folder and category structure you already use, writing only where you have granted it permission to write.
What these workers do
File the morning mail into folders
Reads what came in overnight and moves it into the folder structure you already use, so the inbox holds only what still needs a person.
Flag what needs an answer today
Separates the messages with a real deadline from the ones that merely look urgent, and categorises them so the difference is visible at a glance.
Summarize a reply-all thread
Turns a long chain into the decisions taken, the questions still open, and the specific thing being asked of you.
Draft replies for review
Writes the routine responses into your drafts folder and leaves the send button to you.
How an AI worker runs in Outlook
Built around folders and categories
Reading long corporate threads
What it is allowed to touch
Outlook questions, answered.
Does an AI worker work with a shared mailbox?
It works with the mailboxes your connected account can reach, which depends on the access your administrator has granted that account. If you can open the mailbox in Outlook, a worker connected as you can generally be scoped to it, and you can narrow it to that mailbox alone.
Will it move or delete my mail?
Only the actions you grant. Moving between folders, marking as read, and deleting are separate permissions, and deletion is typically withheld. A worker set up to file and flag can reorganise the inbox without ever removing anything.
Can it send on my behalf?
Only with send permission, which many Outlook workers deliberately do not have. The usual arrangement is that it drafts and you send, so nothing leaves your organisation's mail system without a person approving it.
Does it need my administrator to approve anything?
Connecting a Microsoft 365 work account follows your tenant's normal consent rules, so some organisations require an administrator to approve the connection once. After that, what the worker can do is governed by the permissions you set on it.
What AI workers can do in Outlook
The tools a worker can be granted in Outlook once you connect it. A kit grants only the ones its job needs, and you can narrow them further on the worker.
Search Email
Search emails across all connected mailboxes (Gmail, M365) in one call, interleaved newest first. If you already have an `id` or `threadId`, use email_get or email_get_thread directly. Each result carries `provider`, `emailAccountOwner`, and `isOutbound` (true for messages the user sent). A Gmail hit omits `hasAttachments` when its summary can't tell; filter with `hasAttachment` or read it with email_get. Paginate via the response's `nextPageToken` back as `pageToken`; stop when `hasMoreEmailsInNextResultPage` is false — there is no totalCount, and a full-`limit` page is complete (don't double-paginate). If `authWarnings` is present, one of several connected mailboxes needs reconnection; surface as a soft warning, not an error.
List Email Folders
List Outlook (Microsoft 365) mail folders across connected mailboxes; each item carries `id`, `name`, `parentId`, and `accountEmail`. Use a folder `id` to scope email_search (`folder`) or as an email_move destination — both also accept well-known names like inbox, so reach for this only to target a custom folder. Outlook-only: Gmail has no folders and contributes nothing here (use email_list_labels). Always HTTP 200; empty `items` with an `accessInfo` note means a permission or connection gap, and `authWarnings` flags a mailbox needing reconnection.
List Email Labels
List Gmail labels across connected mailboxes; each item carries `id`, `name`, `type` ('system' like INBOX/SENT, or 'user'), and `accountEmail`. Use a label `name` to filter email_search (`label`) or to add/remove via email_modify — call this to get valid names instead of guessing. Gmail-only: Outlook mailboxes contribute nothing (use email_list_categories or email_list_folders). Always HTTP 200; empty `items` with an `accessInfo` note means a permission or connection gap, and `authWarnings` flags a mailbox needing reconnection.
List Email Categories
List Outlook (Microsoft 365) categories across connected mailboxes; each item carries `id`, `name`, `color`, and `accountEmail`. Use a category `name` to filter email_search (`category`) or to add/remove via email_modify. Outlook-only: Gmail contributes nothing (use email_list_labels). Always HTTP 200; empty `items` with an `accessInfo` note means a permission or connection gap, and `authWarnings` flags a mailbox needing reconnection.
Get Email
Get a single email by its provider-prefixed ID (e.g., 'google:abc123' or 'm365:xyz789') with body, attachments, labels, and importance. Pair with email_search; to pull an attachment's bytes, pass its id from the returned `attachments[]` to email_get_attachment.
Download Email Attachment
Read one attachment from an email. Use as=model for native PDF/image input in supported hosted runs; otherwise returns base64. Take attachmentId from email_get. Inspect readable/reason for unavailable content. Reading file contents requires the forward_attachments permission.
Get Email Thread
Get all messages in an email thread by its provider-prefixed thread ID, in chronological order (oldest first) with body included. Unlike email_search, this bypasses label/folder rules so the conversation reads end-to-end — the user's own outbound replies appear even on otherwise-blocked labels (e.g. SENT). Contact/domain block rules still apply.
Send Email
Send a new email. Returns the sent message ID and thread ID on success. Use `sendFrom` (or `connectionId`) to pick an account when multiple are connected.
Reply to Email
Reply in-thread to an existing email. Base recipients are derived server-side from the source: an inbound source replies to the original sender; an outbound source (your own sent copy) replies to the original recipients. `replyAll=true` also adds the original CC list. To loop in someone who was NOT on the thread, pass `to`/`cc`/`bcc` — these are added on top of the derived recipients (not a replacement), and are the supported way to reply-and-CC a new person rather than starting a standalone email with email_send. Always sends through the source's mailbox — no sendFrom override. Returns the sent reply's message ID and thread ID.
Forward Email
Forward an email to new recipients. Optionally add a message above the forwarded content. Returns the sent message's ID and thread ID.
Create Draft
Compose a new email and save it unsent to the Drafts folder for a human to review and send. Same recipient/subject/body fields as email_send. Returns a `draftId` (and `threadId` when threaded); pass the draftId to email_send_draft to send it. Creating a draft never sends it — composing and sending drafts are separate capabilities.
Create Reply Draft
Compose an in-thread reply and save it unsent to Drafts for a human to review and send. Base recipients are derived server-side from the source exactly like email_reply (inbound source → original sender; outbound source → original recipients; `replyAll=true` also adds the original CC list); pass `to`/`cc`/`bcc` to loop in people who were not on the thread (additive, not a replacement). Returns a `draftId`/`threadId`; send it later with email_send_draft.
Create Forward Draft
Compose a forward of an existing email to new recipients and save it unsent to Drafts for a human to review and send. Optionally add a message above the forwarded content. Returns a `draftId`/`threadId`; send it later with email_send_draft.
Send Draft
Send an existing draft by its `draftId` — one returned by a create-draft tool, or a draft a human composed manually in the mailbox. Returns the sent message's ID and thread ID. Sending a draft is a separate capability from creating one.
Modify Email
Modify email properties: mark as read/unread, or add/remove labels (Gmail) / categories (Outlook). Names are case-sensitive — Gmail user labels are distinct from system labels (e.g. user 'Important' ≠ system 'IMPORTANT'); discover valid names with email_list_labels (Gmail) or email_list_categories (Outlook).
Move Email
Move a message into a destination folder — a change of location, distinct from email_modify's additive labels/categories. `destinationFolderId` takes a well-known name (archive, inbox, junkemail, deleteditems, and on Outlook also sentitems, drafts) or, on Outlook (M365), a mail-folder ID. On Gmail (GOOGLE), which has no folders, a move is a label swap: the target is applied and INBOX is removed (archive removes INBOX only; junkemail → SPAM; deleteditems → TRASH; inbox re-adds INBOX; any other value is a target label). Note deleteditems/junkemail are valid destinations, so this can move mail to Trash — a recoverable soft-delete, the same end state as email_delete. On Outlook the message is re-homed under a NEW id, so the id you passed is no longer valid — re-fetch via email_search to get the new handle; Gmail keeps the same id.
Delete Email
Delete an email by moving it to Trash/Deleted Items. Not a permanent deletion — the message can be recovered for up to 30 days.