What the agent can do
Read- Search mail and browse folders.
- Read messages and retrieve attachments through available email tools.
- Find contacts.
- Create drafts and draft replies.
- Send a message to your own connected inbox with the built-in self-mail action.
- Move messages between folders and apply or remove categories.
- Create and update contacts.
Browse and drop
Browse folders and messages in the Connectors rail, then drop relevant email onto a Canvas.Connect
1
Find the connector
Open Settings → Connectors and choose Outlook email from the available catalog.
2
Authorize
Click Connect. Choose Outlook email and sign in with the Microsoft account whose mailbox you want to use.
3
Check the connection
Confirm that it appears under Connected, then ask the agent to retrieve one item you can verify.
Things to try
- “Find the email from legal about the DPA.”
- “Draft a reply confirming the Thursday slot.”
- “Move these reviewed messages into the project folder.”