An AI agent uses Microsoft Outlook as a communication and scheduling context for business operations like proposal follow-through, onboarding document collection, and contractor invoice verification. Rather than sending automated blasts or reading mailboxes autonomously, the agent extracts structured context—such as attachment timestamps, specific thread replies, and meeting confirmations—presents drafted responses alongside audit evidence to a human owner in Pump Up, and executes sends or calendar updates only upon explicit approval.
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View templateOperations leaders, sales managers, finance controllers, and recruiters using Microsoft 365 Outlook.
In an invoice dispute case (U18), an agent retrieves an email thread from billing@company.com where a client disputes a $4,500 consulting charge, citing an unapproved scope addition. The agent compares the client message with the signed statement of work in OneDrive and prior email approvals. It compiles a timeline showing the client lead authorised the additional hours via email on June 12th. The agent drafts a professional clarification email citing the June 12th thread and attaches the signed change authorization. Before sending, the agent presents the draft and evidence packet to the finance controller in Pump Up. The controller approves the reply with one minor wording edit; the agent then sends the approved message via Outlook and logs the message ID.
Pump Up playbooks require explicit human approval before any outbound email is dispatched via Microsoft Graph, ensuring operators verify tone, commitments, and commercial terms.
The agent inspects standard email headers (such as auto-submitted and precedence headers) and message body semantics to flag out-of-office notifications, keeping cases awaiting substantive human response.
Connecting Outlook via Microsoft Graph requires an Entra ID app registration with granted permissions, which typically requires tenant admin consent for application permissions or user consent for delegated mail access.