Recognise the request
Classify the message and extract the agreed fields, such as customer, request and requested date.
Your enquiry arrives by email. The next steps no longer need copying and pasting.
Connect Outlook to your CRM and dashboard: recognise the enquiry, prepare a reply and assign follow-up. Your team reviews uncertain or sensitive cases.
Discuss one manual task →Free 30-minute introduction. We agree the workflow, access and monthly fee before building.
Interactive example — fictional inbox, no emails are sent
From inbox to an action someone owns
Example: a quotation request comes in. Instead of retyping it into several systems, an agreed workflow prepares the next steps.
Check before processing
Flag missing details, possible duplicates and uncertain cases for a colleague. No blind approval.
Prepare reply and CRM action
Draft a reply and prepare a CRM record or follow-up task. Sending rules and approvals are agreed in advance.
See what needs attention
Track status, ownership and exceptions in your dashboard, rather than searching through individual inboxes.
We first check Microsoft 365 admin consent, mailbox access, your CRM's API and licence requirements. We only promise an integration after that check. This browser example does not connect to a real mailbox, CRM or calendar.
See the connected dashboard example →Capabilities
What can the AI Outlook Agent do?
Choose the steps that fit your process. We agree rules, permissions, checks and exceptions before switching anything on.
Smart categorization
Label messages by agreed categories, sender and urgency. Uncertain messages go to a colleague.
Draft replies
Prepare replies using your approved information and templates. Automatic sending is a separate, agreed rule.
Smart forwarding
Automatically routes emails to the right person or department by content.
Schedule meetings
Prepare time proposals. Booking requires calendar access, availability checks and agreed confirmation rules.
Priority alerts
Flag priority messages and notify the responsible colleague through an agreed channel.
Analytics
Insight into email volume, response times and patterns. Weekly reports.
CRM integration
Prepare contact updates and follow-up tasks. We check API access and permissions for your CRM first.
Multilingual
Agree which languages and writing style your workflow supports. We test representative messages before launch.
Which email task keeps coming back?
Show us one manual process in a free 30-minute introduction. We map the steps, check your systems and explain what can be automated and what still needs a person.
Subscriptions start at €399 (Start), €799 (Growth) and €1,499 (Business) per month, excluding VAT. The agreed build, European dashboard hosting and management are included. Initial term 24 months; then cancellable monthly. Your scope determines the proposal; external licences and usage are agreed separately before the build.
