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Outlook

Microsoft Outlook integration in Lleverage enables you to automate email and contact management workflows directly with your Microsoft 365 or Outlook account. Manage emails, organize contacts, handle attachments, and streamline communication processes seamlessly.

Key Features

  • Email management - Send, reply, draft, and organize emails programmatically

  • Contact operations - Create, update, and search contacts in your address book

  • Label and folder management - Organize emails with labels and move between folders

  • Attachment handling - Download email attachments for workflow processing

  • Email search - Find specific emails and contacts using search criteria

  • Workflow approvals - Suspend workflows pending email-based approvals

  • Secure connection - Direct integration with Microsoft accounts

How to Add Outlook Integration

  1. Open the Add Action menu using one of three methods:

    • Click the "Add Action" button in the top left corner

    • Click on a connection circle on an existing action card

    • Click and drag from one action to create a connection

  2. Navigate to Outlook integration:

    • Select "External Apps" from the categories

    • Search for "Outlook" or "Microsoft" in the provider list, or

    • Scroll down to find Outlook in the alphabetical list

  3. Click on Outlook to view available actions

  4. Select your desired Outlook action from the available options

How to Connect Your Microsoft Account

Initial Setup

  1. Click "Connect Microsoft Account" in any Outlook action

  2. Follow the Microsoft authentication process

  3. Grant necessary permissions for the actions you want to perform

  4. Your account will be available for selection in Outlook actions

⚠️ Important: Some dropdowns may show "No options" if your account doesn't contain relevant data (contacts, folders, etc.).

How to Configure Outlook Actions

How to Manage Contacts

Update Contact

  1. Connect your Microsoft account

  2. Select the contact to update from the dropdown (if available)

  3. Configure optional properties:

    • Given Name: First name of the contact

    • Surname: Last name of the contact

    • Email Address: Contact's email address (dropdown or manual input)

    • Recipients: Additional recipient information

💡 Use case: Automatically update contact information when details change, synchronize contact data from forms, or maintain current contact records based on workflow inputs.

Create Contact

  1. Connect your Microsoft account

  2. The contact will be added to your root contacts folder

  3. Configure optional properties:

    • Given Name: Contact's first name

    • Surname: Contact's last name

    • Email Address: Contact's email address

    • Recipients: Additional contact details

💡 Use case: Automatically add new leads to your contact list, create contacts from form submissions, or build your address book from workflow data.

List Contacts

  1. Connect your Microsoft account

  2. Configure optional properties:

    • Email Address: Filter contacts by email

    • Max Results: Limit the number of contacts returned

💡 Use case: Retrieve contact lists for mail merges, export contact data, or find specific contacts for further processing.

Find Contacts

  1. Connect your Microsoft account

  2. Enter a Search String to locate specific contacts

  3. Optional properties:

    • Max Results: Limit search results

💡 Use case: Locate specific contacts for personalized communications, find contact details for workflow decisions, or search for contacts meeting specific criteria.

How to Manage Emails

Send Email

  1. Connect your Microsoft account

  2. Configure optional properties:

    • Recipients: Select from dropdown or input manually

    • CC Recipients: Add carbon copy recipients

    • BCC Recipients: Add blind carbon copy recipients

    • Subject: Email subject line

    • Content Type: Choose email format (HTML/plain text)

    • Content: Email body content

    • File Path: Attach files to the email

💡 Use case: Send automated notifications, distribute reports on schedule, or trigger email communications based on workflow conditions.

Reply to Email

  1. Connect your Microsoft account

  2. Select the Message ID of the email you're replying to

  3. Configure optional properties:

    • Recipients: Additional recipients for the reply

    • CC Recipients: Carbon copy recipients

    • BCC Recipients: Blind carbon copy recipients

    • Subject: Reply subject (usually auto-generated)

    • Content: Your reply message

    • File Path: Attach files to the reply

💡 Use case: Automate responses to specific types of emails, send acknowledgments for received messages, or provide automated customer service replies.

Create Draft Email

  1. Connect your Microsoft account

  2. Configure optional properties (same as Send Email):

    • Recipients, CC, BCC, subject, content type, content, and file attachments

  3. The email will be saved as a draft rather than sent immediately

💡 Use case: Prepare emails for manual review before sending, create templates for team use, or stage emails based on workflow conditions.

How to Organize Emails

Move Email to Folder

  1. Connect your Microsoft account

  2. Specify the Message ID of the email to move

  3. Select the Folder ID where the email should be moved

💡 Use case: Automatically file emails based on content or sender, organize processed emails, or implement automated email sorting rules.

Add Label to Email

  1. Connect your Microsoft account

  2. Specify the Message ID of the target email

  3. Enter the Label to apply to the email

💡 Use case: Tag emails for easy identification, categorize messages by type or priority, or mark emails as processed by workflows.

Remove Label from Email

  1. Connect your Microsoft account

  2. Select the Message ID of the email

  3. Specify the Label to remove

💡 Use case: Clean up email organization, remove temporary tags after processing, or update email categorization.

How to Search and List Items

Find Email

  1. Connect your Microsoft account

  2. Configure search parameters:

    • Filter: Specify search criteria for finding emails

    • Max Results: Limit the number of results returned

💡 Use case: Locate specific emails for processing, find attachments to download, or retrieve correspondence for workflow decisions.

List Labels

  1. Connect your Microsoft account

  2. This action retrieves all available labels/categories in your account

💡 Use case: Get available labels for email organization, synchronize label systems, or provide options for email categorization.

List Folders

  1. Connect your Microsoft account

  2. Configure optional properties:

    • Max Results: Limit the number of folders returned

💡 Use case: Display available folders for email organization, synchronize folder structures, or provide folder options for email filing.

How to Handle Attachments

Download Attachment

  1. Connect your Microsoft account

  2. Specify the Message ID containing the attachment

  3. Enter the Attachment ID to download

  4. Optionally specify a File Name for the downloaded attachment

💡 Use case: Process invoices or documents from emails, extract data from attached files, or save important attachments for further workflow processing.

How to Set Up Email Approvals

Approve Workflow

  1. Connect your Microsoft account

  2. Configure approval settings:

    • Recipients: Who should receive the approval request

    • Subject: Subject line for the approval email

  3. The workflow will pause until approval is received

💡 Use case: Require manager approval for expenses, get sign-off on content before publishing, or ensure human oversight for sensitive automated actions.

Important Considerations

  • All input fields support custom text, dropdown selections, and workflow variables

  • Dropdown options populate based on your connected account's current data

  • Some dropdowns may show "No options" if your account doesn't contain relevant data

  • Message IDs, Folder IDs, and Attachment IDs are typically obtained from other Outlook actions

  • Integration requires appropriate Microsoft 365 or Outlook account permissions

⚠️ Security Note: Only grant the minimum permissions necessary for your workflow requirements when connecting your Microsoft account.

How Outlook Actions Work in Your Workflow

  1. Add the appropriate Outlook action based on your email or contact automation needs

  2. Connect your Microsoft account securely

  3. Configure the action with required fields and optional properties

  4. Connect the action to other workflow steps as needed

  5. When the workflow runs, the Outlook action will execute the specified operation

  6. Results and data from Outlook actions become available as variables for subsequent actions

💡 Best Practice: Use Outlook actions to integrate email communication seamlessly into your business processes - from lead management to automated reporting and approval workflows.

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