Microsoft Outlook

Overview

The Microsoft Outlook connector gives your TextCortex AI agents real-time access to your email and calendar data. No storage, no delays—just live access to your current Outlook information whenever you need it.

What You Can Access

📧 Emails

• Read and search through your email communications
• Analyze email threads and conversations
• Find specific messages by sender, subject, or timeframe

📅 Calendar Events

• View upcoming meetings and appointments
• Check your schedule and availability
• Access meeting details and attendees

🤝 Meeting Information

• Get meeting schedules and timing
• See attendee lists and meeting rooms
• Access basic meeting metadata

Perfect Use Cases

• Email Management: "Show me all emails from the client this week"
• Schedule Planning: "What meetings do I have tomorrow afternoon?"
• Communication Analysis: "Summarize the key points from emails about the Q4 budget"
• Quick Scheduling: "When is my next available slot for a 1-hour meeting?"
• Follow-ups: "What email threads am I behind on responding to?"

Example Queries

"Find emails from Sarah about the project proposal from last month"
"When is my next meeting with the marketing team?"
"Show me all calendar events for this week"
"What important emails did I receive today?"
"Do I have any conflicts in my schedule for Friday?"

Setup Instructions

Step 1: Access Tools Settings

1. Open your TextCortex dashboard and switch to Auto mode
2. Navigate to Tools
3. Select Microsoft Outlook from the menu
4. Choose Link new Outlook account

Step 2: Request Access (Enterprise Users)

If you're in an enterprise organization:

1. Click Send Request for Admin Approval
2. Your organization admin will receive a notification
3. Wait for admin approval (you'll be notified via email)
4. Proceed to Step 3 once approved

Step 3: Authorize Connection

1. You'll be redirected to Microsoft's login page
2. Sign in with your Microsoft account credentials
3. Review and accept the permissions request
4. You'll be redirected back to TextCortex

Step 4: Configure Tools Settings

1. Open any AI agent conversation
2. Click the Tools dropdown
3. Toggle Microsoft Outlook to ON
4. Optionally disable other tools if you want responses based only on your Outlook data

Step 5: Test Your Connection

Try asking your AI agent:

"What meetings do I have today?"

Configuration Tips

For Outlook-Only Responses

To get answers based purely

• ✅ Microsoft Outlook: ON
• ❌ Knowledge Base: OFF
• ❌ Web Search: OFF
• ❌ Microsoft Teams: OFF (unless you want both)

For Best Results

Always include timeframes in your queries:

• ✅ "Emails from this week"
• ✅ "Tomorrow's calendar"
• ✅ "Meetings in the next 3 days"
• ❌ "Show me emails" (too broad)

Privacy & Security

What you can access:

• Your own emails and sent items
• Your personal calendar events
• Meetings you're invited to

What you cannot access:

• Other people's private emails
• Calendars you don't have permission to view
• Shared mailboxes

Your AI agent respects your existing Outlook permissions. It sees only what you can see.

Current Limitations

• You can read emails and events, but you can’t send/reply/forward emails or create/change calendar events.

• Email search runs against your whole mailbox (all folders), not one folder or labels in particular.

• You’ll see when an email has attachments, but you can’t open or download them.

• You only see your own mailbox. Team/alias mailboxes (e.g., support@, sales@) aren’t available.

• There’s no way to switch between more than one mailbox.

• You only see your own calendar. Calendars others shared with you (people, rooms, resources, team calendars) don’t show up.

Troubleshooting

Connection failed?

• Ensure you're using the correct Microsoft account
• Check with your admin if approval is still pending
• Try disconnecting and reconnecting

Not seeing recent data?

• Data syncs in real-time, but there might be a brief delay
• Try rephrasing your query with specific timeframes

Permission errors?

• Verify you have access to the data you're requesting
• Check if your organization has specific email/calendar/app restrictions