Microsoft Outlook

Read emails, manage calendar events, and access user profiles in Microsoft Outlook.

The Microsoft Outlook integration enables your agent to read emails, list calendar events, and access user profile information from a connected Microsoft account.

Connecting Microsoft Outlook

Prerequisites

• A Microsoft 365 account
• Project management permissions in PolyAI

Connection steps

1. Go to the Integrations page in Agent Studio
2. Find Microsoft Outlook and click Connect
3. Select an environment (Sandbox, Pre-release, or Live)
4. Click Connect new account
5. Authenticate with your Microsoft account via OAuth
6. You’ll be redirected back to PolyAI automatically

Available actions

Mail

Action	Description
Get Messages	Retrieve recent email messages with optional filtering
Get Message by ID	Retrieve details of a specific email message

Calendar

Action	Description
List Events	List calendar events with optional filtering by time range
Get Event by ID	Retrieve details of a specific calendar event

User

Action	Description
Get User Profile	Retrieve the profile information of the currently authenticated user

Enabling actions

Reference Microsoft Outlook actions in your agent’s prompts — either enable all actions or select specific ones. See the Zoom integration for detailed examples of this pattern.

Example use case

Calendar-aware scheduling:

You are a scheduling assistant. Before booking a meeting,
check the user's Microsoft Outlook calendar for availability
and suggest open time slots.

Troubleshooting

Issue	Solution
Integration not appearing	Verify the feature is enabled for your account and you have project management permissions
Agent can’t access email or calendar	Check that Outlook is connected for the correct environment and the account has appropriate permissions
OAuth errors	Ensure pop-ups are not blocked, clear browser cache, or try a different browser

Support

For additional help, contact PolyAI support.