Integrations

Outlook

With Outlook the model summarises your emails, saves replies as drafts and prepares meetings, but it never sends an email itself.

Connect Outlook so the model can search and summarise your emails, read your calendar and save replies as drafts in your mailbox. Nothing is sent without you: you send drafts yourself, and invitations only go out once you confirm a card in the chat.

Outlook is a separate connection, apart from Microsoft 365 for OneDrive and SharePoint. You can connect one without the other.

Connecting Outlook

Open connected accounts

Click your name at the bottom of the sidebar, then Account settings, and scroll to Connected accounts.

Click Connect

Click Connect next to Outlook (mail & calendar) and sign in at Microsoft.

Confirm the access

Confirm the permissions for email and calendar. If your organisation requires approval, your account settings show the Approval link for administrators. The procedure is the same as described under Microsoft 365.

For your IT: Custodos requests the delegated permissions Mail.ReadWrite (read emails and create drafts; Microsoft offers no permission for drafts only), Calendars.ReadWrite (read the calendar and create events), User.Read and offline_access. The permission to send emails (Mail.Send) is not requested.

What the model can do with Outlook

TaskWhat happensWhat you see in the chat
Search and summarise emailsa search by sender, subject or content, or the latest emailsSearching e-mails…
Read emails in fulltext, recipients and attachment namesReading e-mails…
Read the calendarevents in a date range, for example to find free slotsChecking the calendar…
Draft a reply or a new emaila draft in the Drafts folder, never sentWriting an e-mail draft…
Create an event in your calendar, when you ask for itan entry straight in your calendar, without attendees and without an invitationPreparing a meeting invitation…
Propose a meeting with attendeesnothing is created until you confirm the cardPreparing a meeting invitation…

Below the finished reply it says Outlook consulted. The model only uses your own mailbox and your own calendar. Nothing is deleted or moved.

Having a reply drafted

Describe the task

Write, for example: "Find the latest email from Andrea Sutter about the annual invoice and draft a friendly reply. Confirm the meeting on Thursday."

Watch what happens

The model finds the email, reads it and writes the draft. The draft stays in the same email thread and keeps the recipients. In its reply the model usually gives you the link to the draft.

Check in Outlook and send it yourself

Open the draft in Outlook, read the text and the recipients, and send it yourself when everything is right.

Read every draft before sending it. A received email can contain instructions that influence the model. Your click on Send in Outlook is the final check.

Confirming a meeting with invitations

Ask for the meeting

Write, for example: "Invite Andrea Sutter ([email protected]) to a one-hour meeting about the annual accounts on 24 September at 2 pm."

Check the card

The card Confirm meeting invitation appears in the chat with the subject, time, location, Invitations to: and, if there is one, Message to the invitees:. Nothing has been created or sent yet.

Confirm

If everything is right, click Create & send invitations. Outlook creates the event and sends the invitations from your account. Afterwards you see Event created, invitations sent. and the link Open in Outlook.

If something is wrong, do not click the button; ask the model for a correction instead. If the card shows placeholders such as <EMAIL_1>, they are replaced with the original values when the invitation is sent.

The card belongs to the reply in progress. If you reload or leave the chat before confirming, it is gone. Ask the model for the meeting again.

Attaching emails or importing them into a brain

In chat, click + and Outlook (mail & calendar); in a brain, click Add sources and Outlook (mail & calendar). The Import an e-mail from Outlook window shows your latest emails, or you search by sender, subject and content. Open an email and choose Import message text or a file under Attachments.

An imported email no longer changes, so it is not refreshed from the source. More in Adding sources.

Data protection

  • What the model reads from your emails and calendar goes through your workspace's protection mode like an attachment. In Pseudonymise mode the model sees names and addresses as placeholders. In Block mode Custodos withholds an email containing a hard identifier such as an IBAN.
  • In your draft and your event, Custodos writes the real values instead of the placeholders. These texts only end up in your own mailbox.
  • In security mode, when the credits are used up and with models that do not support tools, the model does not use Outlook.

Limits per reply: 5 searches of up to 50 emails each, 4 reads of up to 5 emails each, 4 calendar lookups covering at most 62 days each, and 3 drafts or calendar entries in total. A single email is cut off after 12,000 characters, and the model reads about 36,000 characters in total. Calendar times are in Swiss time unless you say otherwise.

Disconnecting

In your account settings, click Disconnect next to Outlook (mail & calendar). Custodos deletes the connection immediately. If you want, remove the consent in your Microsoft account under the apps with access (myapps.microsoft.com). Emails you have already imported stay in the brain.

Frequently asked questions

Next steps

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