Connecting Microsoft Outlook with AI
Connecting Microsoft Outlook with Altramano means: find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail. You connect through logging in to the service. The integration has 12 actions and 3 triggers and is on right away in your own environment. 109 templates work with it already.
What you can do with Microsoft Outlook
- Contract renewal 60 days ahead — Sixty days before a contract expires you get a nudge with a draft mail for the renewal.
- Meeting preparation — An assistant that prepares a sales conversation from earlier mail and quotes.
- Lead from form to Table — Every enquiry through your form lands in a table and you get a notification by mail.
- Quote approved → kick-off and invoicing — As soon as a quote is set to Approved: a kick-off in the diary and a nudge to administration.
- Quote writer — An assistant that turns a few notes into a tidy quote text in your own style.
- Follow-up sequence after a quote — Three days after a quote, a friendly follow-up mail, always for approval first.
What an AI agent does with Microsoft Outlook
Contract renewal 60 days ahead: sixty days before a contract expires you get a nudge with a draft mail for the renewal. Put contracts with an end date in the "Contracts" table. Every morning this automation checks which contracts expire in sixty days and mails you a draft for the renewal conversation, one per contract. You do the sending. Microsoft Outlook is find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail in that. Everything that goes out, the agent puts to you first: you say yes, then it runs. Every run is in Runs.
How you connect it
- In Altramano, go to Integrations and choose Microsoft Outlook.
- Connect through logging in to the service. Altramano keeps only an access key, encrypted, in your own environment.
- Choose a template or describe the task in the Studio. Test it against your real integration.
- Say yes before it goes live. After that it runs by itself, with every run there to read back.
Frequently asked questions
How do I connect Microsoft Outlook to Altramano?
Through logging in to the service, under Integrations in your own environment.
What can Altramano do in Microsoft Outlook?
Find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail: 12 actions and 3 triggers, for instance Create Draft Email, Download Attachment and Find Email.
Which templates work with Microsoft Outlook?
Contract renewal 60 days ahead, Meeting preparation, Lead from form to Table, Quote approved → kick-off and invoicing, Quote writer and Follow-up sequence after a quote and 103 more.
Is this integration on right away?
Yes. You choose it in your environment under Integrations and connect in a few minutes.
What if Microsoft Outlook cannot do something through the integration?
Then there is the general HTTP integration, or we extend the integration if the system has an API.
Can I withdraw the integration again?
Yes, in Altramano under Integrations and, where you log in at the service, in Microsoft Outlook itself too.
Templates that use Microsoft Outlook
| Sjabloon | Soort | What it does |
|---|---|---|
| Contract renewal 60 days ahead | automation | Sixty days before a contract expires you get a nudge with a draft mail for the renewal. |
| Meeting preparation | AI agent | An assistant that prepares a sales conversation from earlier mail and quotes. |
| Lead from form to Table | automation + assistant | Every enquiry through your form lands in a table and you get a notification by mail. |
| Quote approved → kick-off and invoicing | automation | As soon as a quote is set to Approved: a kick-off in the diary and a nudge to administration. |
| Quote writer | AI agent | An assistant that turns a few notes into a tidy quote text in your own style. |
| Follow-up sequence after a quote | automation | Three days after a quote, a friendly follow-up mail, always for approval first. |
| Quiet quotes after 14 days | automation | Every week, a list of quotes nothing has happened on for two weeks. |
| Sales appointment → preparation | automation | Every morning, a preparation for each of today's sales conversations: customer, earlier mail, quotes. |
| Lost deal → record the reason | automation | Is a quote set to Lost without a reason? |
| Weekly pipeline | automation | Every Monday, an overview of your open quotes by stage. |
| Blog → social texts for approval | automation | A new blog article? |
| Content calendar reminders | automation | Keep your content in a table and get what is scheduled for today and tomorrow every morning. |
| Sign-up → welcome sequence | automation | A new sign-up through your form? |
| Landing page form → lead | automation | Every enquiry through your landing page lands in the Leads table with a first assessment and a notification. |
| Newsletter draft from monthly highlights | automation | Collect highlights in a table; on the first of the month a newsletter draft is ready. |
| Review request after delivery | automation | A week after a delivery, a friendly request for a review, for approval first. |
| Weekly campaign report | automation | Every Monday, a short report of your campaign results from a table, with three insights. |
| Blog → carousel text and short post | automation | A new blog article? |
| Content calendar → schedule per channel (via Buffer) | automation | Posts in a table are scheduled on your channels through Buffer once approved. |
| One post → variants per channel → approval → publish | automation | Write one post; you get variants for LinkedIn, Instagram and Bluesky for approval and publish once approved. |
| Photo from folder → draft post | automation | Put a photo in a OneDrive folder and you get a draft post with a caption for approval. |
| Google reviews → reply for approval | automation | A new Google review? |
| Anniversary posts | automation | Company and employee anniversaries from a table become a congratulations post in good time, for approval. |
| Comments → proposed reply | automation | New comments on your posts get a proposed reply in your mailbox; you post the answer. |
| Weekly reach report | automation | Every Monday, a short report of reach and engagement per channel from your table. |
| Appointment confirmation and reminder | automation + assistant | A new appointment in your table? |
| First-line responder (table) | AI agent | An assistant that answers customer questions from your table of frequently asked questions and your documents. |
| Escalation after 24 hours | automation | Tickets still set to New after 24 hours land in a manager's mailbox. |
| Customer message → proposed reply | automation | Every incoming customer message (a mail or a forwarded WhatsApp message) gets a proposed reply from your knowledge base table. |
| Mailbox → ticket with classification and assignment | automation + assistant | Every mail in your service mailbox becomes a ticket in a table, with a category, an urgency and a proposal for who picks it up. |
| No-show follow-up | automation | Is an appointment set to No-show? |
| Return or complaint → solution for approval | automation | A complaint or a return gets a proposed solution; after your approval the reply goes to the customer. |
| Satisfaction question after closing | automation | After a ticket is closed the customer gets a short satisfaction question, for approval first. |
| Frequently asked questions → knowledge base table | automation | Every week the closed tickets are summarised into new frequently asked questions for your table. |
| Payment reminders | automation | Outstanding sales invoices get a friendly reminder in good time, always for approval. |
| AFAS: new rows → table and notification | automation | New rows from a GetConnector in AFAS Profit land in a table and the recipient gets a notification. |
| Bank transactions: exceptions | automation | Paste or export your bank transactions into a table; you only see the anomalies. |
| Basecone booked → notification and dossier | automation | As soon as Basecone books a transaction, the entry lands in the Entries table and administration gets a notification. |
| Deadlines: returns and contracts | automation | Fixed deadlines in a table; a reminder a week beforehand and on the day itself. |
| Expense claims → approval | automation | An expense claim through the form lands in a table and goes to the manager for approval. |
| Purchase invoice from mail → Basecone | automation | Invoices arriving by mail go, once approved, as a document to the right company file in Basecone. |
| Purchase invoice from mail → dossier and approval | automation + assistant | Invoices arriving by mail are read, put in a table, saved to OneDrive and put forward for approval. |
| Month-end checklist | automation | On the first working day of the month, a checklist for the close, with the open points from your tables. |
| New customer → welcome and customer folder | automation | A new customer in your table gets a welcome mail (for approval) and a customer folder with a base document on OneDrive. |
| Outstanding items | AI agent | An assistant that answers questions about outstanding sales invoices and proposes reminder texts. |
| Sales invoice after completion | automation | Set a job to Completed and administration gets all the details for the invoice, ready to book. |
| Request → work order and assignment | automation + assistant | A request through a form or by mail becomes a work order in the table, with a proposal for which engineer picks it up. |
| Photos and documents → customer folder | automation | Attachments from mail with a work order number in the subject land in that customer's folder automatically. |
| Materials and purchasing → approval → supplier | automation | A materials request goes to the supplier as an order once approved. |
| Approve additional work | automation | Additional work from an engineer goes past the planner first and then to the customer as a confirmation. |
| Handover checklist → PDF | automation | At handover the engineer fills in a checklist; a PDF appears for the customer and the dossier. |
| Recurring maintenance and the annual call | automation | Maintenance contracts in a table; a call to the customer six weeks beforehand, for approval. |
| Hours → weekly timesheet | automation | Engineers report hours through a form; every Friday the weekly timesheet per engineer is ready. |
| Weekly planning to the team | automation | Every Friday each engineer gets next week's planning by mail, for the planner's approval. |
| Contract and certificate end dates | automation | A nudge two months beforehand about expiring contracts and certificates. |
| Scheduling reviews (appraisal, evaluation) | automation | Every month, a list of who is due a review, with a draft invitation. |
| Onboarding checklist | automation | A new employee in the table starts a checklist for the first day, week and month. |
| Application → dossier and acknowledgement | automation | Every application through the form lands in a table; the candidate gets an acknowledgement, for approval. |
| Employee birthdays and anniversaries | automation | Every morning you hear whose birthday it is or who has a work anniversary, with a suggested message. |
| Leave request → approval → calendar | automation | A leave request through the form goes to the manager; once approved the leave lands in the team calendar. |
| Reporting sick leave | automation | A sick note through the form goes straight to the manager and the planning; reporting only, no medical questions. |
| Contract expiry dates (suppliers and subscriptions) | automation | Ninety days before a contract or a subscription expires you get a nudge with the notice period. |
| Mail drafter (management) | AI agent | An assistant that writes business mails (internal and external) and puts them ready as a draft. |
| New supplier → details and approval | automation | A new supplier is registered through the form, checked and put forward for approval. |
| Minutes → action points and reminders | automation + assistant | Send minutes to the folder you choose; the action points land in a table and the owners get a reminder. |
| Post and PDF → classify and file | automation | Scanned post and PDF attachments are recognised (invoice, contract, letter) and put in the right OneDrive folder. |
| Travel expense claim | automation | Mileage and travel costs through a form; a monthly overview per employee for administration. |
| Schedule a meeting with an agenda | automation | Request a meeting through the form; an agenda proposal appears and the invitation lands in the calendar. |
| Weekly overview of open actions | automation | Every Monday, an overview of the open action points per owner from the Action points table. |
| Daily overview | automation | Every morning, one mail with yesterday's figures from your table and what stands out. |
| Survey → weekly analysis | automation | Answers to your survey (a form) land in a table; every week an analysis with the common thread. |
| KPI threshold → notification | automation | If a figure in your table goes below or above a limit, you get a notification straight away. |
| Quarterly report in Word | automation | On the first day of the quarter, a Word report from your monthly figures, made by the Studio. |
| Monthly figures → dashboard (Studio) → mail | automation | Every month, a dashboard from your figures table, made by the Studio, with a short explanation by mail. |
| Compare two files | automation | Mail two files (old and new) and get the differences back: new, gone, changed. |
| Weekly table clean-up | automation | Every week, a list of duplicate, empty or out-of-date rows in your table, to check over. |
| Sources from mail → table | automation | Forward interesting articles and links to a folder; they arrive summarised in your Sources table. |
| Documents → knowledge base list | automation | New documents in a OneDrive folder are logged in a table with a short description, ready for the knowledge base. |
| News selection from RSS → summary | automation | Every morning, a selection of the news from your feeds on your subjects, summarised. |
| Transcript → summary and actions | automation | Mail a transcript of a conversation or a meeting; you get a summary with the decisions and the actions back. |
| Invitations for events and webinars | automation | Invitations in your mailbox are collected in a table with the date, the subject and a recommendation: go or not. |
| Order → confirmation and table | automation + assistant | Every order (through a webhook from your webshop) lands in a table and the customer gets a confirmation, for approval. |
| Payment → bookkeeping | automation | Paid orders are bundled daily for the books (Visma, Basecone, AFAS or Exact), ready to book. |
| Daily revenue | automation | Every morning, yesterday's revenue from your orders table: the count, the amount, the top products. |
| Returns policy | AI agent | An assistant that answers questions about returns, exchanges and warranty according to your own terms. |
| Review after delivery | automation | Seven days after delivery, a review request, for approval. |
| Refund → approval | automation | A refund request goes past you first; once approved the customer is notified and administration gets the instruction. |
| Abandoned basket → reminder | automation | A day after an abandoned basket, a friendly reminder, for approval. |
| Stock low → purchase proposal | automation | If a product drops below its minimum stock you get a purchase proposal; once approved the order goes to the supplier. |
| Letter or mail from a table row | automation | Set a row to "Send" and a tidy letter or mail is made from the details, for approval. |
| Form → Word document | automation | A completed form becomes a tidy Word document (through the Studio), an intake or an agreement for instance. |
| Follow up a signature request | automation | Documents sent for signature that are not back after five days get a reminder, for approval. |
| Mail drafter in house style | AI agent | An assistant that writes mails in your organisation's house style and puts them ready as drafts. |
| Merge and send PDFs | automation | Mail several PDFs in one message; they come back as one document, ready to forward once approved. |
| Translation for approval | automation | Mail a text to the folder you choose and get the translation back, for approval before sending. |
| Weekly summary of a shared mailbox | automation | Every Friday, a summary of what came into the shared mailbox (info@, support@) and what is still open. |
| "Expiring today" from a table | automation + assistant | Everything with an end date in one table; every morning you hear what expires today or this week. |
| "What you missed" while away | automation | Back from holiday? |
| Diary briefing at 07:30 | automation | Every morning, a short briefing of today's appointments, with context per appointment. |
| Diary preparer | AI agent | An assistant that looks your appointments up and gives a short preparation for each one. |
| Attachments from mail to a folder | automation | Every attachment arriving in your mailbox is put into a folder on OneDrive by itself. |
| Daily mailbox summary at 08:00 | automation | Every morning, one mail with what needs action, what can wait and draft replies for approval. |
| Reminder for unanswered mail after 3 days | automation | Every morning, a short list of mails that have been waiting three days for your reply. |
| Mail drafter | AI agent | An assistant that writes mails for you in your tone and puts them ready as drafts. |
| Mailbox summariser | AI agent | An assistant that summarises your mailbox on request and says what needs action. |
| Newsletters in one weekly digest | automation | All of the week's newsletters summarised in one mail on Friday afternoon. |
| Minutes writer | AI agent | An assistant that turns your notes or a transcript into tidy minutes with action points. |
| Birthdays from a table | automation | Keep birthdays in a table and get a nudge every morning about whose birthday it is today. |
| Weekly overview | AI agent | An assistant that summarises your week: appointments, mail sent and open action points. |