> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Draft email with Outlook

> Create a draft email in Outlook without sending it from a Workflow.

Use the **Draft Email with Microsoft Outlook** action to create a draft email in your connected Outlook account as part of a [Workflow](/workflows/overview). The draft is saved to your Outlook drafts folder for review before sending.

## Set up the action

<Steps>
  <Step title="Add the action">
    While editing a Workflow, click the **+** button between existing blocks. Select **Draft Email with Microsoft Outlook** from the action list.
  </Step>

  <Step title="Rename the action (optional)">
    Click the action name to give it a more descriptive label for easier reference as a variable in later steps.

    <Frame>
      <img src="https://mintcdn.com/cassidy/zezwztoB9l0rPYfl/images/reference/draft-email-with-microsoft-outlook-img-0.png?fit=max&auto=format&n=zezwztoB9l0rPYfl&q=85&s=54aae61892b2b100f71e435d34faedef" alt="Renaming the Draft Email with Microsoft Outlook action" width="1012" height="164" data-path="images/reference/draft-email-with-microsoft-outlook-img-0.png" />
    </Frame>
  </Step>

  <Step title="Connect your Outlook account">
    If you haven't already, connect your Microsoft Outlook account to Cassidy.

    <Frame>
      <img src="https://mintcdn.com/cassidy/zezwztoB9l0rPYfl/images/reference/draft-email-with-microsoft-outlook-img-1.png?fit=max&auto=format&n=zezwztoB9l0rPYfl&q=85&s=20a369f2e12de14359c1e1271d4b12be" alt="Adding a Microsoft Outlook connection for the action" width="1010" height="2098" data-path="images/reference/draft-email-with-microsoft-outlook-img-1.png" />
    </Frame>
  </Step>

  <Step title="Enter the recipient">
    In the **To** field, enter a single email address or a comma-separated list of recipients.

    <Frame>
      <img src="https://mintcdn.com/cassidy/zezwztoB9l0rPYfl/images/reference/draft-email-with-microsoft-outlook-img-2.png?fit=max&auto=format&n=zezwztoB9l0rPYfl&q=85&s=b206d89cdfaf39d71a837b3c51bef780" alt="To field for email recipients" width="1010" height="232" data-path="images/reference/draft-email-with-microsoft-outlook-img-2.png" />
    </Frame>
  </Step>

  <Step title="Enter the subject">
    In the **Subject** field, enter the subject line. You can reference variables from previous steps or the trigger to provide context.

    <Frame>
      <img src="https://mintcdn.com/cassidy/zezwztoB9l0rPYfl/images/reference/draft-email-with-microsoft-outlook-img-3.png?fit=max&auto=format&n=zezwztoB9l0rPYfl&q=85&s=53e6c54025813c977a0de1e6ca65df30" alt="Subject field with variable reference" width="1004" height="230" data-path="images/reference/draft-email-with-microsoft-outlook-img-3.png" />
    </Frame>
  </Step>

  <Step title="Enter the email body">
    In the **Email Body** field, enter the content of your email. You can reference variables from previous steps or the trigger to personalize the message.

    <Frame>
      <img src="https://mintcdn.com/cassidy/zezwztoB9l0rPYfl/images/reference/draft-email-with-microsoft-outlook-img-4.png?fit=max&auto=format&n=zezwztoB9l0rPYfl&q=85&s=10dfd8760cf717f57478a29f94c62fdc" alt="Email Body field with variable reference" width="1006" height="542" data-path="images/reference/draft-email-with-microsoft-outlook-img-4.png" />
    </Frame>
  </Step>

  <Step title="Configure optional fields">
    Click on the options under **Optional Fields** to configure additional settings like **Cc** and **Bcc**, then fill out the corresponding fields.

    <Frame>
      <img src="https://mintcdn.com/cassidy/zezwztoB9l0rPYfl/images/reference/draft-email-with-microsoft-outlook-img-5.png?fit=max&auto=format&n=zezwztoB9l0rPYfl&q=85&s=e7634b2a8079fc343420136ac1454d0f" alt="Optional Fields section showing available options" width="1014" height="262" data-path="images/reference/draft-email-with-microsoft-outlook-img-5.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/cassidy/zezwztoB9l0rPYfl/images/reference/draft-email-with-microsoft-outlook-img-6.png?fit=max&auto=format&n=zezwztoB9l0rPYfl&q=85&s=e85469bde3b2ebb17500db30c3b885ed" alt="Optional fields expanded with Cc and Bcc" width="1014" height="486" data-path="images/reference/draft-email-with-microsoft-outlook-img-6.png" />
    </Frame>
  </Step>
</Steps>

<Note>This action creates a draft in your Outlook account — it does not send the email. Use the [Send Email with Microsoft Outlook](/integrations/microsoft-365/outlook/send-email) action to send emails directly.</Note>

## Related

<CardGroup cols={2}>
  <Card title="Send email with Outlook" icon="paper-plane" href="/integrations/microsoft-365/outlook/send-email">
    Send an email directly from a Workflow.
  </Card>

  <Card title="Reply to email with Outlook" icon="reply" href="/integrations/microsoft-365/outlook/reply-to-email">
    Reply to an existing email thread from a Workflow.
  </Card>

  <Card title="New email trigger" icon="envelope" href="/integrations/microsoft-365/outlook/new-email-trigger">
    Trigger a Workflow when a new email is received.
  </Card>

  <Card title="Outlook for Workflows" icon="envelope" href="/integrations/microsoft-365/outlook/workflows">
    See all Outlook Workflow triggers and actions.
  </Card>
</CardGroup>
