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Outlook Mail Integration

Outlook Mail is useful when your team runs workflows from inbound email, attachments, and follow-up communication.

Common use cases​

  • inbox-driven workflow intake
  • attachment review and processing
  • email-based follow-up actions
  • routing communication into the right operational workflow

Typical setup flow​

  1. Open Integrations in the XY Web App.
  2. Connect Outlook Mail.
  3. Decide which inbox or folders the workflow should rely on.
  4. Use that connection in your workflow.

Best practices​

  • begin with one clear inbox workflow
  • keep the connection scoped to what the workflow actually needs
  • validate attachment handling before expanding usage