Microsoft Outlook Integration

Overview

Connect Microsoft Outlook to your Taskade workspace and your inbox turns into action. Use automations or AI agents to send, reply, forward, find, and file email, and start an automation the moment a new message arrives. The client email you keep meaning to reply to, and the confirmation you keep meaning to send, get handled on their own.

TL;DR: Microsoft Outlook connects to Taskade as one trigger and seven actions. The New Email trigger starts an automation when a message lands, while actions send, reply, forward, find, get, move, and mark email as read. So your inbox can sort itself, log to your Projects, and hand work to an AI agent, across 100+ bidirectional integrations.

💡 Note: The Outlook integration works with a Microsoft 365 account. When you connect, you grant Taskade permission to read and send mail on your behalf, so the automations you build can act on your inbox.

Microsoft Outlook Connects to Taskade Both Ways

Outlook is a two-way connector. It sends incoming mail into Taskade through the New Email trigger, and Taskade pushes mail back out through actions. A trigger pulls events in. Actions push data out. So a message can land, become a task, and get an automatic reply, all in one run, without you in the middle.

The diagram below shows the full loop, from a new email arriving to the work Taskade runs and sends back.

You can also skip the New Email trigger and start the run with a Taskade-native trigger like Schedule or Task completed, then use an Outlook action as a step. That is how a finished job turns into a status email on its own.

Connect & Configure Microsoft Outlook

Connect your Microsoft account once. The connection is then reusable across every automation and agent in your workspace.

1. Open Workspace → Automations in your app and click Create to build a new automation. You can also prompt Taskade EVE to build it for you.
2. Add a Microsoft Outlook trigger or action step, then click Connect in the sidebar on the right.
3. Sign in with your Microsoft 365 account and approve the read-and-send permission in the window that opens.
4. Click Test connection to confirm Outlook responds, then Save.

If an Outlook step ever returns an error after working for a while, the connection has gone stale. Reopen the step, reconnect your Microsoft account, and the automation picks right back up.

Microsoft Outlook Trigger

A trigger starts an automation. Outlook gives you one, so an automation can start the moment a message arrives.

Microsoft Outlook Actions

Seven actions cover the work you normally do by clicking around your inbox. Each one runs as a step inside an automation or as a tool an AI agent can call.

The detail most people miss: Find Email and Get Email both return the message, so you can chain either one into a Reply, Forward, or Move step in the same run. A Filter or Branch step in the middle decides what to do with the message before Taskade acts on it.

Ways to Start an Outlook Automation

Most Outlook automations start one of two ways. Match the start to what you want to happen.

Use Microsoft Outlook with AI Agents

Your AI agents can call Outlook actions as tools during a chat. Ask in plain English, and the agent drafts a reply, finds a thread, forwards a message, or files mail for you. The agent picks the right action from your request, so you describe the outcome instead of building the steps. This is one of the 34 built-in tools an agent can reach for. Agent tools for external apps like Outlook are available on Business plans and up. The same actions also run in automations on every plan.

Configure the Outlook tool

1. Connect Microsoft Outlook to your workspace (see above).
2. Open your agent and go to the Tools tab.
3. Enable Automation Actions or add Outlook as a custom tool.
4. The agent calls Outlook actions automatically when a request is relevant during chat.

Prompt examples

Speak to the agent the way you would a teammate. These map to the actions above.

• "Reply to the latest email from the client and confirm the meeting time." (Reply to Email)
• "Find unread emails about invoices and summarize them for me." (Find Email, Get Email)
• "When a supplier emails, file it in the Suppliers folder and add a task to follow up." (Move Email)

Example Workflows

Wire Outlook into the work you already run. A few patterns to start with.

• One intake pipeline: when a client emails your business inbox, capture it as a new lead in your Taskade intake project, so email inquiries land in the same follow-up list as your web-form and phone leads.
• Inbox to next steps: turn a flagged email into a Taskade task with a due date, so your inbox stops being your to-do list and the things that matter become trackable.
• Getting paid in one step: when an invoice is marked sent in Taskade, email it to the client through Outlook and set yourself a follow-up task, so getting paid is one action instead of three.
• Heads-up when work is ready: when a new file or report is added to a job, email the client and your team a note that it is ready, so the update goes out without you writing it.

Here is the intake pattern at a glance.

  OUTLOOK                 TASKADE                 TASKADE
  ┌────────────┐          ┌────────────┐          ┌────────────┐
  │ Client     │ ───────▶ │ automation │ ───────▶ │ new lead   │
  │  emails    │  trigger │  runs      │  action  │  in intake │
  └────────────┘          └────────────┘          └────────────┘
     your inbox             the rule               your pipeline

Frequently Asked Questions

Does Outlook send incoming email into Taskade, or only send mail out?

Both. Outlook offers a New Email trigger that starts a Taskade automation when a message arrives, plus seven actions that send, reply, forward, find, get, move, and mark email as read. So you can react to incoming mail and act on your mailbox from your workspace in the same run.

Which plans include the Microsoft Outlook integration?

Outlook works across plans, alongside Taskade's 100+ integrations. Paid tiers raise your automation-run and AI limits (Starter $6, Pro $16, and Business $40 a month on annual billing). See the pricing page for current details.

What kind of Microsoft account do I need?

The Outlook integration works with a Microsoft 365 account. When you connect, you approve a read-and-send permission so your automations can read incoming mail and send messages on your behalf. You can disconnect that access at any time.

Can my AI agents read and send Outlook email?

Yes. Enable Outlook as an agent tool, and your agents can find, read, reply to, forward, and send mail during a conversation, then reply with the result. You ask in plain English and the agent picks the right action.

My Outlook step stopped working. How do I fix it?

The connection has gone stale, which can happen when access is revoked or rotated. Open the automation, select the Outlook step, reconnect your Microsoft account, and run it again. Once the connection is active, the step resolves normally.

Turn your inbox into a client pipeline you can see

Your leads arrive by email, web form, and phone, and your inbox is where half of them quietly pile up. Taskade lets you build the pipeline that catches all of them in one place. Describe a client-intake app to Taskade Genesis, and you get a live app where every inquiry lands as a trackable lead, no matter how it came in.

Picture one board that shows every lead and where it stands, fed automatically from Outlook, your forms, and your phone notes. An automation captures each new email as a lead, an AI agent drafts the first reply, and you see the whole pipeline at a glance instead of scrolling your inbox. Build it from a prompt and connect Outlook as a step.

Related guides

• Gmail Integration. Automate email with Gmail the same way.
• Microsoft Teams Integration. Send chat messages from your automations.
• Table View. Track leads and follow-ups as records.
• Google Calendar Integration. Pair email with scheduling.
• Automation Guide · Triggers · Actions · AI Agent Tools
• Build with Taskade Genesis. Explore Automations, AI Agents, Integrations, and the Community Gallery.