# Outlook Agent
Cover image
Overview
  • Search and retrieve emails, calendar events, and contacts from Outlook through Blockbrain
  • Send, read, and manage emails directly within Blockbrain
  • Access and update calendar appointments and meeting details
  • Extract and summarize email or calendar content for reporting or AI analysis
  • Automate email and calendar workflows using Outlook data
Screenshot 2025-12-04 at 13.51.34.png
Prerequisites
  • Complete the general setup steps from the main AI Agents page
  • Ensure users have active Microsoft 365 or Exchange Online mailboxes
  • Verify appropriate Microsoft 365 licensing for Outlook and related services
Screenshot 2025-12-04 at 13.51.48.png
### Azure App Registration Configuration #### Required API Permissions Add the following Microsoft Graph permissions to your app registration: | Permission | Type | Description | | ----------------------- | --------- | --------------------------------------------------- | | `offline_access` | Delegated | Maintain access to data you have given it access to | | `User.Read` | Delegated | Sign in and read user profile | | `Mail.Send` | Delegated | Send mail as the user | | `Mail.ReadWrite` | Delegated | Read and write access to user mail | | `Calendars.ReadWrite` | Delegated | Read and write user calendars | | `Tasks.ReadWrite` | Delegated | Read and write user tasks | | `People.Read` | Delegated | Read user's relevant people list | | `Calendars.Read.Shared` | Delegated | Read user and shared calendars | #### Permission Configuration Steps 1. In your Azure app registration, go to **API permissions** 2. Click **"Add a permission"** > **Microsoft Graph** > **Delegated permissions** 3. Search for and select each required permission 4. Click **"Add permissions"** 5. Click **"Grant admin consent"** (recommended for organization-wide deployment) ### Outlook Agent Configuration in Blockbrain #### App Registration in Azure Redirect URL: WEB * Scopes (in app) * `offline_access` * `User.Read` * `Mail.Send` * `Mail.ReadWrite` * `Calendars.ReadWrite` * `Tasks.ReadWrite` * `People.Read` * `Calendars.Read.Shared` * Additional config * tenant "xyz" (ID from the app registration) As an alternative, we can use default\ \&#xNAN;**.default** (uses all scopes set in app)\ (If Admin consent was set - will iuse the values set in Azure)
#### Configuration Steps 1. **Access Agent Settings**: * Navigate to your Blockbrain admin panel * Go to **Agents** > **Outlook Agent** * Click **"Configure"** 2. **Enter Azure Credentials**: * **Client ID**: Enter the Application ID from your Azure app registration * **Client Secret**: Paste the client secret you generated (use the eye icon to toggle visibility) * **Tenant**: Enter your Azure tenant ID 3. **Configure OAuth Scopes**: * Add each required scope individually using the **"Add"** button as mentioned [here](#required-api-permissions) * Each scope appears as a removable tag with visual indicators * Use the **"X"** button to remove any incorrect scopes 4. **Additional Configuration** (Optional): * Configure custom key-value pairs for specific organizational requirements * Set up any specialized email handling rules 5. **Save Configuration**: * Click **"Save"** to apply all settings * Wait for the confirmation message ### Alternative: Admin Consent Configuration For streamlined deployment with pre-approved permissions: 1. In Azure, grant admin consent for all required Microsoft Graph permissions 2. In Blockbrain configuration, use `.default` scope instead of individual scopes 3. This approach simplifies user onboarding by eliminating individual consent prompts ### Testing the Outlook Agent #### Verification Steps 1. **Authentication Test**: * Use Blockbrain's built-in connection testing tool * Verify successful OAuth flow with Microsoft Graph 2. **Email Functionality**: * Test sending an email through the agent * Verify email reading and search capabilities * Check mail folder access 3. **Calendar Integration**: * Create a test calendar event * Verify calendar reading permissions * Test event modification capabilities 4. **Task Management**: * Create and modify a test task * Verify task list access * Check task completion workflows ### Common Outlook Integration Use Cases #### Email Management * **Automated Responses**: AI-powered email replies and drafting * **Email Analysis**: Content analysis and sentiment detection * **Search & Retrieval**: Find specific emails based on content or metadata #### Calendar Integration * **Meeting Scheduling**: AI-assisted meeting coordination * **Event Creation**: Automated calendar event generation * **Schedule Analysis**: Meeting pattern analysis and optimization #### Task Automation * **Task Creation**: Convert emails or conversations into actionable tasks * **Progress Tracking**: Monitor task completion and deadlines * **Workflow Integration**: Connect tasks with other business processes ### Troubleshooting #### Authentication Issues **Problem**: OAuth authentication failures * **Solution**: Verify the redirect URL is exactly `https://nango.theblockbrain.ai/oauth/callback` * **Check**: Ensure admin consent is granted for all required permissions * **Verify**: Client secret hasn't expired and is correctly entered #### Email Permission Errors **Problem**: Cannot send or read emails * **Solution**: Confirm `Mail.Send` and `Mail.ReadWrite` permissions are granted * **Check**: Verify the user has an active Exchange Online mailbox * **Validate**: Test with a different user account to isolate permission issues #### Calendar Access Issues **Problem**: Calendar events not accessible * **Solution**: Ensure `Calendars.ReadWrite` permission is properly configured * **Check**: Verify the user has calendar access in their Microsoft 365 account * **Test**: Try accessing a shared calendar to confirm delegation permissions #### Scope Configuration Problems **Problem**: Scopes not being saved or recognized * **Solution**: Add each scope individually using the interface * **Check**: Remove any duplicate or malformed scopes * **Verify**: Ensure all required scopes are present in the configuration ### Security and Compliance #### Data Protection * **Email Security**: All email data is handled according to Blockbrain's security policies * **Calendar Privacy**: Calendar access respects user privacy settings and sharing permissions * **Task Confidentiality**: Task data is processed with appropriate confidentiality measures #### Compliance Considerations * **GDPR Compliance**: Email and calendar data processing follows GDPR requirements * **Data Retention**: Configure appropriate data retention policies for email and calendar data * **Audit Logging**: All Outlook agent activities are logged for compliance reporting #### Access Control * **User Permissions**: Agent inherits the authenticated user's Outlook permissions * **Delegation**: Supports Exchange delegation and shared mailbox access * **Security Groups**: Can be configured to work with Azure AD security groups ### Performance Optimization #### Email Processing * **Batch Operations**: Configure batch processing for large email operations * **Rate Limiting**: Respect Microsoft Graph API rate limits * **Caching**: Implement appropriate caching for frequently accessed data #### Calendar Efficiency * **Sync Frequency**: Configure optimal calendar synchronization intervals * **Event Filtering**: Set up filters to process only relevant calendar events * **Time Zone Handling**: Ensure proper time zone configuration for global organizations ### Next Steps After successful Outlook Agent configuration: * **User Training**: Provide training on email and calendar AI features * **Integration Setup**: Configure integration with existing business workflows * **Monitoring**: Set up monitoring for agent performance and usage * **SharePoint Integration**: Consider adding [sharepoint-agent](https://docs.en.theblockbrain.ai/for-admins/agents/sharepoint-agent "mention") for comprehensive Microsoft 365 integration ### Support and Resources For assistance with Outlook Agent configuration: * **Blockbrain Support**: Contact your Customer Success Manager for feature-specific help * **Microsoft Documentation**: Reference Microsoft Graph API documentation for detailed permission information * **Azure AD Troubleshooting**: Use Azure AD sign-in logs for authentication diagnostics