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Use the Add Label to Microsoft Outlook Message action to apply a category label to an Outlook message from within a Workflow. This helps you automatically organize and categorize incoming emails.

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Set up the action

1

Add the action

While editing a Workflow, click the + button between existing blocks. Select Add Label to Microsoft Outlook Message from the action list.
Selecting the Add Label to Microsoft Outlook Message action
2

Rename the action (optional)

Click the action name to give it a more descriptive label for easier reference.
Renaming the Add Label to Microsoft Outlook Message action
3

Connect your Outlook account

If you haven’t already, connect your Microsoft Outlook account to Cassidy.
Adding a Microsoft Outlook connection for the action
4

Toggle on add label to trigger email (optional)

If you’re using this action with the New Email Received in Microsoft Outlook trigger, enable Add Label to Trigger Email to automatically apply labels to the email that started the Workflow.
Add Label to Trigger Email toggle
5

Enter the email (optional)

Enter an email ID manually, use a variable from previous steps (such as the message ID from a trigger), or click the list icon to search and select an email from the trigger.
If Add Label to Trigger Email is enabled, this field can be left empty.
Email field with variable reference
Searching for an email to label
6

Enter labels to add

Search for and select existing Microsoft Outlook labels, or click the pencil icon to manually enter label names. You can add multiple labels to organize your emails effectively.
Searching for Outlook labels to add

New email trigger

Trigger a Workflow when a new email is received.

Send email with Outlook

Send an email from a Workflow.

Reply to email with Outlook

Reply to an existing email thread from a Workflow.

Outlook for Workflows

See all Outlook Workflow triggers and actions.