Integrations
Microsoft 365 & Outlook

Connect Microsoft 365 to WorkPilot

Link your Microsoft identity and bring Outlook intelligence into WorkPilot โ€” scored threads, calibrated drafts, compliance scanning, and daily reports without leaving your mailbox.

Setup Flow

Connect in Four Steps

Sign in with Microsoft โ€” setup takes under 2 minutes.

1

Open WorkPilot settings

Go to Email Integration and select Microsoft 365.

2

Review Microsoft scopes

Mail.Read, Mail.ReadWrite, and User.Read โ€” minimal access for analysis and drafts.

3

Sign in with Microsoft

Authorize via Microsoft identity. Outlook.com and business tenants supported.

4

Start with your briefing

Inbox intelligence, draft replies, and compliance scanning go live immediately.

After You Connect

What Activates on Day One

These platform capabilities go live the moment your inbox connects.

โœ“ My Daily Report from your Outlook inbox

โœ“ AI draft replies with Microsoft identity

โœ“ Guardian compliance scan before every send

โœ“ Sales next move on active deal threads

โœ“ Revoke access anytime from Microsoft account settings

Permissions

Microsoft 365 Scopes Explained

Transparency before you connect. Every scope is listed with a plain-English explanation.

CONNECTED WORKFLOW

alex@company.com ยท Microsoft 365 ยท Just connected

โœ“
Microsoft 365 connected successfully
Outlook sync active ยท Graph API authorized
Inbox Messages
52
Priority Queue
8
Guardian Flags
1
Outlook Thread โ€” Intelligence Active
FW: Enterprise pilot โ€” legal review
James Wu ยท 45m ago
Compliance
AI Draft ready Guardian: 2 flags Next Move: 64โ†’78%
๐Ÿ“Š My Daily Report โ€” generating
Outlook threads analyzed. Briefing will surface 8 priority actions, 3 waiting-on contacts, and Guardian alerts from today's inbox.
Live Preview

Outlook Connected โ€” Inbox Intelligence

What your inbox looks like moments after a successful connection.

CONNECTED WORKFLOW

alex@company.com ยท Microsoft 365 ยท Just connected

โœ“
Microsoft 365 connected successfully
Outlook sync active ยท Graph API authorized
Inbox Messages
52
Priority Queue
8
Guardian Flags
1
Outlook Thread โ€” Intelligence Active
FW: Enterprise pilot โ€” legal review
James Wu ยท 45m ago
Compliance
AI Draft ready Guardian: 2 flags Next Move: 64โ†’78%
๐Ÿ“Š My Daily Report โ€” generating
Outlook threads analyzed. Briefing will surface 8 priority actions, 3 waiting-on contacts, and Guardian alerts from today's inbox.

Also available on Gmail

Same WorkPilot intelligence layer โ€” connect the inbox your team already uses.

Trust

Secure Connection

OAuth only. Human review on every send. Disconnect anytime.

OAuth only

Never stores your email password

Human review

Nothing sends without approval

Disconnect anytime

Revoke from settings in one click

No model training

Your mail is not used to train AI

FAQ

Setup Questions

Does this work with Outlook.com personal accounts?

Yes. Both personal Microsoft accounts and Microsoft 365 business tenants are supported.

What Microsoft Graph scopes are requested?

Mail.Read, Mail.ReadWrite, and User.Read โ€” the minimum needed to analyze threads and create drafts. No silent send.

How do I disconnect Microsoft 365?

Remove the connection from WorkPilot settings or revoke the app from your Microsoft account permissions.

Connect Outlook now

Free to start. OAuth secure sign-in. Disconnect anytime.