Outlook

Outlook connection enables Infoveave to access and manage your Microsoft Outlook emails and calendar. This allows you to automate email retrieval, calendar-based workflows, and Outlook-integrated processes.

Adding an Outlook Connection

To create a new Outlook connection:

1. Go to Administration > Connections
2. Click New Connection and select Outlook from the available connectors
3. In the New Outlook Connection form, provide the required configuration details

Connection Parameters

When setting up an Outlook connection, you need to provide the following details:

Field	Description
Name	A unique name to identify your Outlook connection
Connect to Outlook	Click this button to authenticate with your Microsoft Outlook account

After clicking Connect to Outlook, you will be redirected to Microsoft’s secure login page to authorize access.

Steps to Validate and Save

1. After authentication, click Validate to verify the Outlook connection
2. If validation succeeds, click Save to store the connection
3. Your Outlook connection is now ready to use in workflows and automation

Example Use Cases

With an Outlook connection configured, you can:

• Retrieve Outlook emails for processing or automation
• Read attachments and load them into Infoveave
• Trigger workflows based on incoming Outlook emails
• Sync with Outlook calendar events
• Automate reminders and calendar-based notifications
• Build workflows that react to new meetings or changes in schedule
• Process customer communications received via Outlook
• Integrate Outlook data with operational dashboards
• Automate support ticket creation based on Outlook emails
• Use email-driven ingestion for scheduled or ad-hoc data updates