Outlook integration for internal apps and AI agents
Your agents send and read emails through Microsoft 365. Apps trigger email workflows. OAuth-based with your organization's Microsoft credentials. Built for enterprise Microsoft environments.
What you can build
Customer follow-ups via Outlook
An agent identifies customers who need follow-up and sends a personalized email from your organization's Outlook account with context from the CRM and recent interactions.
Shared mailbox monitoring
An agent monitors a shared Outlook mailbox (support@, info@, sales@) and routes incoming emails to the right internal tool or team member based on content analysis.
Notification emails
When events happen in your internal tools (approvals needed, deadlines passed, status changes), your app sends notification emails through Outlook to the relevant team members.
Microsoft-native email workflows
Trigger multi-step email sequences from your internal tools. Same capabilities as the Gmail integration, built for organizations that run on Microsoft 365.
Calendar-triggered emails
An agent sends preparation emails before meetings, follow-up summaries after meetings, and reminder emails for upcoming deadlines. All through Outlook.
Compliance-ready email actions
Every agent action (email sent, inbox read, workflow triggered) is logged in the RootCX audit trail with who, what, and when. Email content stays in your Microsoft 365 account.
Internal communications
Send formatted internal updates, policy changes, and announcements through Outlook. Agents personalize the content based on recipient role and department from your internal database.
Email-based approvals
Send approval requests via Outlook email. Recipients reply with "approved" or "rejected." An agent reads the reply, processes the decision, and updates the internal record.
Connect Outlook in three steps
Connect your Microsoft 365 account
OAuth login with your organization's Microsoft credentials. Emails come from your domain. Your OAuth tokens are stored in an encrypted vault (AES-256).
Send and read emails from apps
Your internal tools send emails through Outlook, read inbox messages, and trigger workflows based on incoming mail. All through your Microsoft 365 account.
Agents handle email workflows
AI agents send follow-ups, monitor shared mailboxes, process email-based approvals, and update your internal tools based on email content. Agent actions are logged in the audit trail.
Why connect Outlook through RootCX
Your Microsoft credentials, your domain
Emails are sent from your Microsoft 365 account. Your customers see your organization's domain. No third-party email service. Full control over sending reputation.
Email context in the shared database
Email interactions are logged alongside CRM records, support tickets, billing data, and project information. The full customer context is available to every app and agent.
RBAC on email actions
Control which agents and apps can send emails, read mailboxes, or trigger sequences. RBAC is enforced at the platform level. Every email action is recorded in the immutable audit trail.
How Outlook works with RootCX
Built for Microsoft shops
Many organizations standardize on Microsoft 365. Their email, calendar, and file storage run on Microsoft. The Outlook integration ensures your internal tools work natively with this environment. No need for a separate email service or a Gmail workaround. Your team sends and receives through the same Outlook they use every day.
Shared mailbox automation
Shared mailboxes (support@, info@, billing@) are a common pattern in Microsoft environments. An agent can monitor these mailboxes, read incoming emails, categorize them, create tickets in your internal tools, assign to the right team member, and send an acknowledgment. All without human intervention, all logged in the audit trail.
Same capabilities as Gmail, different provider
The Outlook integration provides the same email capabilities as the Gmail integration: send, read, monitor, automate. The difference is the authentication provider. If your organization uses Microsoft 365, use Outlook. If you use Google Workspace, use Gmail. Both integrate with the same RootCX Core and share the same database, RBAC, and audit trail.
Outlook integration FAQ
Does this work with personal Outlook accounts?
The integration is designed for Microsoft 365 (business) accounts. Personal Outlook.com accounts may work but are not the primary use case.
Can I monitor shared mailboxes?
Yes. Connect the shared mailbox via OAuth and configure an agent to monitor it. The agent can read, categorize, and route incoming emails.
Can agents send calendar invites?
The current integration focuses on email. Calendar integration via Microsoft Graph API is on the roadmap.
How does this compare to the Gmail integration?
Same capabilities, different provider. Use Outlook for Microsoft 365 environments. Use Gmail for Google Workspace. Both share the same RootCX Core, database, RBAC, and audit trail.
