# Microsoft Outlook Integration

> Connect Microsoft Outlook to Taskade to send, reply, forward, find, and triage email automatically with automations and AI agents. Start an automation the moment a new email arrives, and turn your inbox into trackable next steps.

- Source: https://www.taskade.com/learn/connect/microsoft-outlook
- Section: Connect
- Updated: 2026-09-02
- Index of all pages: https://www.taskade.com/learn/llms.txt

## Overview

Connect Microsoft Outlook to your Taskade workspace and your inbox turns into action. Use [automations](https://www.taskade.com/learn/automation/automations-execution) or [AI agents](https://www.taskade.com/learn/agents/custom-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](https://www.taskade.com/learn/projects/databases), and hand work to an [AI agent](https://www.taskade.com/learn/agents/custom-agents), across [100+ bidirectional integrations](https://www.taskade.com/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.

---

## Outlook Connects 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.

```mermaid
flowchart LR
  OL[("Outlook inbox")]:::purple
  T1["New Email"]:::blue
  ENG["Taskade automation"]:::pink
  A1["Send, Reply, or Forward"]:::green
  A2["Find, Get, Move, or Mark Read"]:::green

  OL --> T1
  T1 --> ENG
  ENG --> A1
  ENG --> A2
  A1 --> OL
  A2 --> OL

  classDef blue fill:#0d1b2a,color:#7dd3fc,stroke:#38bdf8,stroke-width:1.5px
  classDef pink fill:#2a1225,color:#ff8fa3,stroke:#ff2d60,stroke-width:2px
  classDef green fill:#0d1a0e,color:#86efac,stroke:#22c55e,stroke-width:1.5px
  classDef purple fill:#1a0d24,color:#ce93d8,stroke:#6a1b9a,stroke-width:1.5px
```

You can also skip the New Email trigger and start the run with a [Taskade-native trigger](https://www.taskade.com/learn/automation/triggers) like [Schedule](https://www.taskade.com/learn/automation/schedule) or [Task completed](https://www.taskade.com/learn/automation/task-complete), then use an Outlook action as a step. That is how a finished job turns into a status email on its own.

---

### Connect 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](https://www.taskade.com/learn/agents/eve-assistant) 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 make sure that Outlook responds. Then click **Save**.

If a Outlook step returns an error after it worked for a while, the connection is stale. Reopen the step and reconnect your Microsoft account. The automation then runs again.

## Microsoft Outlook Trigger

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

| Trigger | Fires when | Outputs for later steps |
| --- | --- | --- |
| **New Email** | A new message arrives in your Outlook inbox | The sender, subject, and body |

## 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](https://www.taskade.com/learn/agents/agent-tools) can call.

| Action | What it does | You supply | Typical use |
| --- | --- | --- | --- |
| **Send Email** | Sends a new message | Recipient, subject, body | Send a confirmation or invoice |
| **Reply to Email** | Replies in the same thread | Message, reply text | Acknowledge a request |
| **Forward Email** | Forwards a message | Message, recipient | Route a lead to the right person |
| **Find Email** | Searches your mailbox | Search detail | Pull up a thread for a reply |
| **Get Email** | Reads one message's full details | Message ID | Summarize before acting |
| **Move Email to Folder** | Files a message into a folder | Message, folder | Keep the inbox tidy |
| **Mark Email as Read** | Marks a message read | Message ID | Clear handled mail |

The detail most people miss: Find Email and Get Email both return the message. Chain either one into a Reply, Forward, or Move step in the same run. A [Filter](https://www.taskade.com/learn/automation/filter-data) or [Branch](https://www.taskade.com/learn/automation/branch-action) step in the middle decides what to do with the message before Taskade acts on it.

### Start an Outlook Automation

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

| Start the run with | When you want to act on | Pair it with |
| --- | --- | --- |
| **New Email** | Every message that arrives | Create a task, reply, or move the message |
| [Task completed](https://www.taskade.com/learn/automation/task-complete) | A job you just finished in Taskade | Send a status email to the client |
| [Schedule](https://www.taskade.com/learn/automation/schedule) | A daily digest time | Find the day's important mail and summarize it |

## Use Outlook with AI Agents

Your [AI agents](https://www.taskade.com/learn/agents/custom-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 [built-in tools](https://www.taskade.com/agents) an agent can reach for. Outlook belongs to the premium integration set, so its automation steps and agent tools are available on paid plans.

### 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](https://www.taskade.com/learn/agents/agent-tools).
4. The agent calls Outlook actions on its own for relevant chat requests.

### Prompt examples

Speak to the agent like 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 to Folder)

## 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. Email inquiries then 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. 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. Then set yourself a follow-up task. 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. The update goes out without you writing it.

Here is the intake pattern at a glance.

```text
  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 email in too?

Both. Outlook offers a **New Email** trigger that starts a Taskade automation when a message arrives. Seven actions 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 Outlook?

Outlook works across plans, alongside Taskade's [100+ integrations](https://www.taskade.com/integrations). Paid tiers raise your automation-run and AI limits. See the [pricing page](https://www.taskade.com/pricing) for current details.

### Which Outlook accounts work?

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 AI agents send my email?

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

### Outlook step stopped working

The connection is stale. Revoked or rotated access causes this. Open the automation and select the Outlook step. Reconnect your Microsoft account, then run the automation again. The step then resolves normally.

---

## Turn your inbox into a pipeline

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](https://www.taskade.com/create). 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, and an [AI agent](https://www.taskade.com/learn/agents/custom-agents) drafts the first reply. You see the whole pipeline at a glance instead of scrolling your inbox. [Build it from a prompt](https://www.taskade.com/wiki/genesis/app-builder) and connect Outlook as a step.

---

### Related guides

- [Gmail Integration](https://www.taskade.com/learn/connect/gmail-integration). Automate email with Gmail the same way.
- [Microsoft Teams Integration](https://www.taskade.com/learn/connect/microsoft-teams). Send chat messages from your automations.
- [Table View](https://www.taskade.com/learn/projects/table-view). Track leads and follow-ups as records.
- [Google Calendar Integration](https://www.taskade.com/learn/connect/google-calendar). Pair email with scheduling.
- [Automation Guide](https://www.taskade.com/learn/automation/automations-execution) · [Triggers](https://www.taskade.com/learn/automation/triggers) · [Actions](https://www.taskade.com/learn/automation/actions) · [AI Agent Tools](https://www.taskade.com/learn/agents/agent-tools)
- Build with [Taskade Genesis](https://www.taskade.com/create). Explore [Automations](https://www.taskade.com/automate), [AI Agents](https://www.taskade.com/agents), [Integrations](https://www.taskade.com/integrations), and the [Taskade App Factory](https://www.taskade.com/apps).