Source: https://joinfinn.com/integrations/microsoft-outlook

# Microsoft Outlook

## Microsoft Outlook + Finn.

Microsoft Outlook integration with Finn. Microsoft Outlook brings email, calendars, contacts, and tasks into a personal work organizer.

Business function: Communication and collaboration.

## What you can do with Microsoft Outlook.

Microsoft Outlook brings email, calendars, contacts, and tasks into a personal work organizer.

### Manage an executive's meeting request from start to finish

Finn handles the email exchange, calendar changes, materials, and follow-up around a meeting so the organizer does not have to coordinate every detail.

**Typically handled by:** Executive assistant

**Starts when:** A meeting request arrives in the connected Outlook inbox.

#### What Finn handles

1. Read the purpose and participants, compare it with the organizer's scheduling instructions and existing calendar, and collect any missing agenda or timing details by email.
2. Agree a suitable time, create the Outlook event with the correct participants and materials, and send a clear confirmation without exposing private calendar details.
3. After the meeting, send the confirmed recap and create agreed actions in the connected task or CRM system, linking the result to the original conversation.

**The result:** The meeting is coordinated and its follow-up is delivered, with the calendar, conversation, and action records connected.

### Recover a disrupted customer schedule

Finn resolves the email and calendar chain when a customer meeting must move, including the preparation work and records that depend on it.

**Typically handled by:** Customer operations coordinator

**Starts when:** A customer requests a new meeting time or the meeting owner becomes unavailable.

#### What Finn handles

1. Read the original Outlook invitation and email thread, identify required participants and deadlines, and check the related account commitments in the connected CRM.
2. Offer suitable alternatives, confirm the agreed time, and update the Outlook event and its meeting details so attendees receive the change.
3. Move dependent preparation tasks in the connected project tool, update the CRM appointment, and send a concise confirmation explaining any changed delivery timing.

**The result:** The meeting and dependent work share the new schedule, and the customer receives a complete confirmation.

### Run interview coordination through the final feedback chase

Finn manages interview scheduling and candidate correspondence while the recruiting team keeps control of evaluation and hiring decisions.

**Typically handled by:** Recruiting coordinator

**Starts when:** A recruiter selects the next interview stage in the connected recruiting system.

#### What Finn handles

1. Read the interview plan and candidate availability, coordinate panel calendars in Outlook, and resolve scheduling conflicts through direct email with the participants.
2. Create the interview events, deliver the candidate's itinerary and joining information, and send interviewers the role-specific materials from connected document storage.
3. Follow up on missing feedback through the recruiting system, update the interview coordination record, and notify the recruiter when the panel's submissions are complete.

**The result:** The candidate completes a coordinated interview schedule, and the recruiter receives a complete set of submitted feedback.

### Carry a sales conversation into the next deal milestone

Finn turns an Outlook sales thread into a maintained opportunity and the concrete follow-through needed to keep the buyer moving.

**Typically handled by:** Sales development representative and account coordinator

**Starts when:** A prospect replies with buying requirements or a requested next step.

#### What Finn handles

1. Read the conversation and connected CRM history, extract the buyer's actual requirements, and ask concise follow-up questions for details the sales team needs.
2. Update the CRM opportunity, deliver the relevant company material through Outlook, and arrange the agreed demonstration or scoping meeting in the calendar.
3. Record the sent material, meeting, and buyer commitments in the opportunity, then send the salesperson a briefing tied to the conversation.

**The result:** The buyer receives the requested next step, and the opportunity contains an accurate conversation history and assigned sales work.

### Keep travel changes from disrupting the workday

Finn turns confirmed travel messages into an updated Outlook itinerary and coordinates the meetings affected by a changed trip.

**Typically handled by:** Travel coordinator and executive assistant

**Starts when:** A booking confirmation or itinerary change arrives in Outlook.

#### What Finn handles

1. Read the travel confirmation and existing trip schedule, distinguish confirmed arrangements from options, and identify affected work meetings without treating email as a booking system.
2. Update the calendar's travel blocks and trip details, coordinate necessary meeting changes with attendees, and request booking changes through the connected travel system when authorized.
3. Send the traveler the final itinerary and meeting changes, save receipts in connected expense storage, and record any confirmed travel-system changes in the trip record.

**The result:** The traveler has a current itinerary, affected meetings are coordinated, and receipts and confirmed changes are filed.

### Close commitments that disappear into email

Finn turns accepted email commitments into tracked work and closes the communication loop when that work is done.

**Typically handled by:** Business operations coordinator

**Starts when:** An Outlook conversation ends with a concrete delivery commitment.

#### What Finn handles

1. Read the full conversation and related project record, identify the agreed deliverable, owner, and due date, and clarify any unresolved commitment before assigning it.
2. Create or update the task in the connected project system, send the owner the relevant email context, and follow up as the deadline approaches.
3. Read the completed deliverable from the task record, send the agreed completion response through Outlook, and link the final reply and completed work back to the task.

**The result:** The commitment has an assigned work record and a delivered completion response, rather than remaining buried in an inbox.

### Move a new customer from welcome email to kickoff

Finn manages the first customer email exchange through intake, shared materials, and a scheduled implementation kickoff.

**Typically handled by:** Customer onboarding coordinator

**Starts when:** A customer signs an agreement and enters onboarding in the connected CRM.

#### What Finn handles

1. Read the accepted scope and onboarding requirements, send the personalized welcome through Outlook, and collect the required contacts, timing, and intake details.
2. Record the responses in the connected CRM, file customer documents in the restricted connected workspace, and create the onboarding project and assigned tasks.
3. Book the kickoff in Outlook, send the agenda and preparation instructions, and deliver the implementation team a handover linked to the customer record.

**The result:** The customer receives a clear welcome and kickoff, while the implementation team starts with complete intake records and assigned work.

## Connection setup

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from Microsoft Outlook.

## Explore Finn

- [Agents](https://joinfinn.com/agents): Help customers. Work with your team. Finish the job.
- [Systems](https://joinfinn.com/systems): Business apps for the work behind the conversation.
- [AI Gateway](https://joinfinn.com/ai-gateway): Control connected AI apps, models, access, and spending.

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