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Outlook Mail Integration

Give XY safe access to your Outlook inbox and calendar so automations can keep emails, events, and attachments moving.

Overview​

The Outlook Mail integration connects XY to your Microsoft Outlook account, providing access to emails, calendar events, and attachments. This integration enables automation of email workflows, appointment management, and document handling.

Authentication & Setup​

  1. Navigate to the Integrations section in the XY Web App
  2. Select Outlook Mail from the integration directory
  3. Click "Connect" and complete the Microsoft OAuth authentication flow
  4. Grant XY the necessary permissions to access your Outlook account
  5. Configure which folders XY should monitor

Post-Authentication Configuration​

After connecting, configure:

  • Folder Selection: Choose which Outlook folders XY should monitor
  • Calendar Access: Select which calendars XY can access
  • Sync Frequency: Set how often XY checks for new emails and calendar updates
  • Email Filters: Optionally filter by sender, subject patterns, or keywords
  • Attachment Handling: Configure how attachments should be processed

Endpoints & Capabilities​

Read Operations​

  • List Emails: Retrieve emails from specified folders
  • Get Email: Fetch full email content including headers, body, and metadata
  • Search Emails: Query emails by sender, subject, date range, or keywords
  • Get Attachments: Download email attachments
  • List Calendar Events: Retrieve calendar events and appointments
  • Get Calendar Event: Fetch detailed information about specific events

Write Operations​

  • Send Email: Compose and send new emails
  • Reply to Email: Send replies to existing email threads
  • Forward Email: Forward emails to specified recipients
  • Mark as Read/Unread: Update email read status
  • Create Calendar Event: Create new calendar appointments
  • Update Calendar Event: Modify existing calendar events
  • Delete Calendar Event: Remove calendar events

Configuration​

  • Set Sync Frequency: Configure how often to check for new emails and calendar updates
  • Manage Folder Access: Add or remove folders from monitoring
  • Configure Calendar Access: Select which calendars XY can access
  • Configure Filters: Set up email filtering rules
  • Attachment Settings: Configure attachment download and processing options

Use Cases​

  • Appointment Management: Automatically create calendar events from workflow outputs
  • Email Automation: Send automated replies, confirmations, or notifications
  • Document Processing: Extract attachments from emails and process them in workflows
  • Patient Communication: Capture patient emails and route to appropriate workflows
  • Schedule Coordination: Sync appointments between systems