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Outlook

Automate Outlook without losing control of what you send

Connect a Microsoft 365 mailbox through Microsoft Graph and let workflows handle the repetitive part: reading, sorting, filing, drafting. Replies wait as drafts or for an approval until you say otherwise.

Connection
OAuth sign-in
Triggers
1
Actions
5
Book a demo Read the setup guide
Flag what needs an answer today Hover a node to see its role · Drag to move the graph
Email receivedEmail receivedEmail receivedCondition (If)Condition (If)Condition (If)truefalseFlagFlagFlagMoveMoveMove
Flag what needs an answer today

What you can automate with Outlook

Triggers

What starts a workflow.

  • Email received

    Starts the workflow when an incoming email matches the conditions.

Actions

What a workflow can do next.

  • Move

    Adds or removes folders/labels on the triggering email, through the mirror (immediately visible in the mailbox).

  • Flag

    Changes the state of the triggering email: read/unread, flagged/unflagged.

  • Compose

    Prepares a message — recipients, subject, body, attachments — without sending anything.

  • Send

    Saves a message as a draft or sends it, from the mailbox of your choice and with the signature of your choice.

  • Read attachments

    Extracts the text of the email attachments (PDF, text, HTML…) into the working data.

Workflows you can build

Each one starts from a real situation and uses only nodes that exist today. Test it on past emails before you publish it.

  • Flag what needs an answer today

    Requests that call for a reply are flagged and left unread; newsletters and notifications are filed away without a single AI call.

    1. Email received
    2. Condition (If)
    3. Flag
    4. Move

  • Approve a reply before it goes out

    The AI drafts the answer, a colleague approves it by email, and only then is it sent from the shared mailbox.

    1. Email received
    2. Compose (AI)
    3. Approval
    4. Send

  • Log supplier invoices in Excel

    Number, date and amount are extracted from each invoice and added as a row of your Excel tracker on SharePoint.

    1. Email received
    2. Extract
    3. Excel

How to connect Outlook

An administrator registers the application in Microsoft Entra ID once; then each member connects their own mailbox.

Before you start

  • A Microsoft 365 work or school account. Personal accounts (Outlook.com, Hotmail, Live) cannot be connected.
  • An administrator of your Loop & Roll instance registers your organisation’s application in Microsoft Entra ID once.

The full guide in the documentation

  1. An administrator of your Loop & Roll instance registers your organisation’s application in Microsoft Entra ID once.
  2. Each member opens Connections, clicks Add a connection, then Connect on the Microsoft card.
  3. Microsoft shows the consent screen: accept the requested access.
  4. The mailbox starts syncing and can be picked in an Email received trigger.

See also

Related integrations

See all integrations

Automate Outlook with Loop & Roll

We build the workflow around your processes, test it on your past emails and put it into service with your teams.

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