Outlook Agent
Connect the Outlook Agent to manage your email, calendar, and tasks directly through Blockbrain's AI assistant
What Can You Do?
Once connected, the Outlook Agent lets you:
✉️ Send Emails: Draft and send emails through AI assistance
📥 Read Messages: Find and analyze emails in your inbox
📅 Manage Calendar: Check schedules and create meetings
✅ Handle Tasks: Create and track your to-do items
👥 Access Contacts: Find people in your organization
Quick Setup
Step 1: Select Outlook Agent
In any Blockbrain chat, click the AI Models selection dropdown
Click "Show detailed AI model list"
Find and click "Outlook Agent"
Look for "Configure" under the Status column
Step 2: Connect to Outlook
Click "Configure"
Click the "Connect" button
Sign in with your Microsoft 365 account when prompted
Click "Accept" to allow Blockbrain to access your Outlook data
Step 3: Start Using Outlook
You're ready! Now you can ask Blockbrain to help with your email and calendar.
What You Can Ask
Email Management
"Send an email to John about tomorrow's meeting"
"Find emails from Sarah about the budget"
"What important emails did I receive today?"
"Draft a follow-up email for the client meeting" Calendar Tasks
"What's on my calendar today?"
"Schedule a meeting with the team for Friday"
"When is my next free 30-minute slot?"
"Create a calendar event for the project review" Task Management
"Add 'Review budget' to my task list"
"What tasks are due this week?"
"Mark the presentation task as complete"
"Create a task to follow up with the vendor" Finding Contacts
"Find contact info for Maria from marketing"
"Who works in the finance department?"
"Get me John's email address" How It Works
Your Account = Blockbrain's Access
Blockbrain uses your Outlook permissions
You can only access emails and calendars you normally see
Sent emails appear as if you sent them directly
Smart Assistance
AI helps draft professional emails
Suggests meeting times based on your availability
Organizes tasks based on priority and deadlines
Example Conversations
Sending an Email
You: "Send an email to the marketing team about next week's campaign launch"
Blockbrain: "I'll help you draft that email. Here's what I suggest:
Subject: Campaign Launch - Next Week Preparation
Body: Hi Marketing Team,
I wanted to touch base regarding our campaign launch scheduled for next week. Could we please ensure all materials are finalized and review the timeline one more time?
Let me know if you need any support or have questions.
Best regards
Would you like me to send this, or would you prefer to modify anything?"
Checking Calendar
You: "What meetings do I have tomorrow?"
Blockbrain: "Here's your schedule for tomorrow (Thursday, Oct 24):
• 9:00 AM - Team Standup (30 min) - Conference Room A • 11:00 AM - Client Presentation (1 hour) - Online • 2:00 PM - Budget Review (45 min) - Finance Office • 4:00 PM - Project Planning (1 hour) - Conference Room B
You have a free slot from 12:00-2:00 PM for lunch and prep time."
Tips for Better Results
Email Tips
✅ Be clear about recipients: "Send to John Smith" or "Email the finance team" ✅ Specify the topic: "Email about the quarterly report" ✅ Set the tone: "Send a formal email" or "Draft a friendly message"
Calendar Tips
✅ Include timeframes: "Schedule for next week" or "Find time tomorrow" ✅ Specify duration: "30-minute meeting" or "2-hour workshop" ✅ Mention attendees: "Meeting with Sarah and Tom"
Task Tips
✅ Be specific: "Add task: Review contract by Friday" ✅ Set priorities: "Create high-priority task for client follow-up" ✅ Include deadlines: "Task due next Tuesday"
Security and Privacy
What Blockbrain Can Do:
Read your emails and calendar events
Send emails on your behalf
Create and modify calendar appointments
Manage your tasks and to-do lists
Access your contact directory
What Blockbrain Cannot Do:
Access other people's private emails
Delete your emails or calendar events permanently
Change your Outlook settings or passwords
Share your data with unauthorized parties
Safety Features:
Sent emails show your name as the sender
Calendar invites come from your account
You can revoke access anytime under the Outlook Agent settings
Common Use Cases
Email Productivity
Smart Drafting: AI helps write professional emails
Email Search: Find specific messages quickly
Follow-up Reminders: Track important conversations
Response Suggestions: Get help replying to complex emails
Calendar Management
Meeting Scheduling: Find optimal meeting times
Availability Checking: See when you're free
Event Creation: Set up meetings with proper details
Schedule Analysis: Understand your time allocation
Task Organization
Action Items: Convert emails into actionable tasks
Priority Management: Organize tasks by importance
Deadline Tracking: Keep track of due dates
Progress Updates: Monitor task completion
Troubleshooting
"Can't send email"
Check if you have permission to send emails from your account
Verify your internet connection
Try reconnecting the Outlook Agent
"Calendar events not showing"
Refresh the connection by clicking Configure again
Check if you have calendar access in Outlook
Verify you're signed in with the correct Microsoft account
"Tasks not syncing"
Make sure you have Microsoft To Do or Tasks enabled
Check your Microsoft 365 license includes task features
Try creating a task directly in Outlook to test
"Contact search not working"
Verify you have access to your organization's address book
Check if the person you're looking for exists in your contacts
Try searching with different name variations
Advanced Features
Email Intelligence
Sentiment Analysis: Understand the tone of incoming emails
Priority Detection: Identify urgent messages automatically
Content Extraction: Pull key information from long email threads
Smart Scheduling
Conflict Prevention: Avoid double-booking meetings
Travel Time: Account for location changes between meetings
Recurring Events: Set up repeating meetings efficiently
Task Automation
Email-to-Task: Convert emails into actionable items
Deadline Alerts: Get reminders about upcoming due dates
Progress Tracking: Monitor completion across projects
Next Steps
Want to access your files too? Try the SharePoint Agent to connect your documents and SharePoint sites to Blockbrain.
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