Outlook

Outlook

Microsoft email and calendar service for managing communications and scheduling across your organisation.

communication
Example use cases

What teams automate with Outlook

7 realistic workflows that combine Outlook with your other apps.

  • Sales

    When a prospect replies in Outlook, log the update in Salesforce, enrich the contact in Apollo, and notify the AE in Slack.

  • Support

    When a priority case lands in Outlook, open the customer record in Intercom, check troubleshooting steps in Notion, and send a structured reply.

  • Finance

    When finance receives an invoice question in Outlook, reconcile the charge in Xero, confirm subscription status in Stripe, and respond with next steps.

  • Legal

    When counsel receives a redline in Outlook, compare clauses to the standard terms in Notion, store the signed version in Google Drive, and confirm in Outlook.

  • Customer Success

    Before a renewal, pull health signals from Mixpanel and Salesforce, draft the QBR agenda in Google Docs, and send the prep email from Outlook.

  • People

    When a candidate accepts an offer via Outlook, trigger DocuSign, file interview notes in Notion, and notify the hiring manager in Slack.

  • Ops

    Each Friday compile open risks from Monday.com, summarise blockers in Google Sheets, and email leadership the weekly update from Outlook.