Microsoft Outlook
Email, calendar, and contacts platform via Microsoft Graph for managing messages, events, contacts, and folders.
Three ways to use Microsoft Outlook
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Microsoft Outlook.
Accept Event
Accepts a meeting invitation, optionally with a comment.
Add Attachment
Adds a file, item, or reference attachment to a message.
Cancel Event
Cancels a meeting the user organized, sending a cancellation notice to attendees.
Copy Message
Copies a message to a different mail folder.
Create Contact
Creates a new personal contact in the user's default contact folder.
Create Draft Message
Creates a new draft message in the Drafts folder.
Supported triggers
Start a workflow when something happens in Microsoft Outlook.
New Email in Outlook
Triggers when a new email arrives matching the configured filters
New Flagged Email in Outlook
Triggers when an email is flagged for follow-up
New Attachment in Outlook
Triggers on emails with attachments. Each emitted item carries the parsed attachment list (filename, mimeType, size).
New Email Matching Search in Outlook
Uses Microsoft Graph $search syntax (KQL) to match across subject, body, and recipients.
New Sent Email in Outlook
Triggers when an email is sent (lands in the Sent Items folder)
New Calendar Event in Outlook
Triggers when a new event is created in the configured calendar
Get started automating Microsoft Outlook
Ready-to-use workflows
Prompts using Microsoft Outlook
Nightly OneDrive receipts to Excel expense log with Outlook summary
Drop receipts and invoices in OneDrive and every weekday at 11pm this agent parses them, fills your Excel expense log, and emails you a summary.
Auto-draft Outlook replies to form submissions with your Calendly link
When a new form submission lands in your shared Outlook inbox, Geni drafts a personalized reply with your Calendly link and waits for your approval before sending.
Weekday Outlook meeting prep brief with HubSpot context
Every weekday at 7:30am, Geni reads your Outlook calendar, pulls HubSpot context for every external attendee, and emails you a single ranked prep brief.
Post-meeting follow-up agent: Granola to HubSpot to Outlook draft
When a new Granola note lands, log the recap on the HubSpot contact and drop a personalized follow-up email into Outlook drafts for review.
Hourly Outlook attachment archiver to Google Drive
Run every hour to pull new Outlook attachments, file them into dated Google Drive folders, and log every file to a Google Sheets tracker.
Outlook inbox triage agent for urgent clients and sales replies
Run every 30 minutes during work hours, classify new Outlook email, ping Slack on urgent client issues, and log sales replies to HubSpot.
New hire onboarding kickoff from Ashby to Outlook
When an Ashby candidate flips to Hired, draft a personalized welcome email and book a Day 1 Teams orientation on your Outlook calendar.
