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The Outlook Connector gives your Agents real-time access to Outlook. Agents can read messages, retrieve attachments, create drafts, update message properties, apply categories, and, if you allow it, send or reply to emails directly from a conversation.
For best results with complex Connector queries, use a powerful, reasoning-capable model. Cassidy supports models from OpenAI, Anthropic, and Google. See Choose the right AI model for recommendations.

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Set up the Outlook Connector

1

Navigate to your Agent

Go to Agents and select the Agent you want to configure.
Agents page with an Outlook-enabled Agent selected
2

Open the Connectors section

Click the Setup tab and scroll to the Connectors section.
Agent Setup tab showing the Connectors section for Outlook
3

Add the Outlook Connector

Click + Add Connector, then select Outlook.
Connector picker showing Outlook as an available connector
4

Choose a connection method

Select how users will authenticate:
  • Each user connects their own account (recommended) — each person signs in with their own Outlook account the first time they use the Connector. This respects each user’s Microsoft permissions and provides the clearest audit trail.
  • Use a shared Outlook connection (privacy risk) — all users access Outlook through one shared account.
Per-user connections are the recommended default for nearly every team. They reduce security risk, preserve accountability, and prevent users from acting through a mailbox they do not personally control.
A shared Outlook connection is a privacy risk because it allows people to act through the same mailbox. In practice, that means a user may be able to draft, send, reply to, archive, or label emails in a way that appears to come from someone else or from a shared team account. Use a shared connection only when that behavior is intentional and tightly controlled.
Per-user Outlook connections are not currently supported in external deployments.
Connection setup screen showing recommended per-user access and a shared connection option for Outlook
5

Set up the connection

If you choose Use a shared Outlook connection, select an existing connection from your organization or click Connect to sign in with Microsoft and authorize access.Use a dedicated shared mailbox or service account if your team needs centralized sending. Avoid connecting a personal inbox as a shared connection unless there is a clear governance reason to do so.
Shared Microsoft Outlook connection setup screen with a button to connect the account
6

Configure tool permissions

Review the Outlook permissions before you save the Connector. Cassidy groups Outlook tools by the type of action the Agent can take:
  • Read Emails — read-only actions such as listing messages, retrieving attachments, viewing messages, accessing the drafts folder, and viewing Outlook categories. Default: Always allow.
  • Draft Emails — actions such as creating drafts, creating draft replies, and updating email properties. Default: Disabled.
  • Categorize Emails — actions such as moving messages and creating or updating Outlook categories. Default: Disabled.
  • Send Emails — actions such as forwarding, sending, sending drafts, and replying to emails. Default: Disabled.
  • Delete / Archive — destructive actions such as deleting messages or deleting Outlook categories. Default: Disabled.
You can set each category to:
  • Always allow — the Agent can perform the action automatically
  • Needs approval — the Agent asks before taking the action
  • Disabled — the Agent cannot use the action
Review Send Emails, Draft & Categorize, and Delete / Archive especially carefully. Setting these categories to Always allow lets the Agent send, reply, forward, move, update, or delete Outlook messages. The Agent will always ask for your permission before sending an email.
Tool permissions screen showing grouped connector permissions with Always allow, Needs approval, and Disabled settings for Outlook
7

Save the Connector

Click Save to enable Outlook for the Agent.
8

Start a conversation

Open Chat and select the Agent with the Outlook Connector enabled.If you chose Each user connects their own account, each user is prompted to sign in to Outlook on first use. After the connection is complete, the Agent can help read messages, prepare drafts, organize inboxes, and, if enabled, send email.

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What the Agent can do

Depending on the permissions you enable, your Agent can:
  • Read email content and attachments
  • Find messages by message ID or conversation
  • View drafts and Outlook categories
  • Create drafts and draft replies
  • Update existing message properties
  • Apply, create, update, or delete Outlook categories
  • Reply to emails, forward messages, and send new emails
  • Send existing drafts
  • Move or delete messages

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Data security

  • Real-time access — Outlook data is accessed only when the Agent needs it during a conversation.
  • Permission controls — You decide which categories are always allowed, require approval, or are disabled.
  • Per-user accountability — Individual connections preserve each user’s own Microsoft access and make actions easier to attribute.
  • Shared mailbox risk — Shared connections centralize access, but they also make it easier for users to act through the same mailbox identity.

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Next steps

Outlook for Workflows

Trigger Workflows from incoming Outlook messages and automate replies, drafts, and categorization.

Connectors overview

Learn how Agent Connectors work across Cassidy.