What Triform can do with Microsoft Outlook
Triform agents can read and write any field your API access allows, meaning you can move from "manual updates" to "codified workflows" that always run the same way.
Inbox Management
- Smart filtering and categorization.
- Draft professional responses.
- Follow-up reminders.
Calendar & Tasks
- Turn emails into To-Do tasks.
- Schedule Teams meetings automatically.
- Block focus time.
Business Data
- Capture leads from email signatures.
- Save attachments to SharePoint.
- Log activity to Dynamics 365.
What Triform can do with Microsoft Outlook
Real-world examples of how teams use Triform + Microsoft Outlook
Workflow 1
Lead Capture
Trigger New email from unknown sender
Steps
- Analyze signature and intent.
- Check if it's a sales prospect.
- Create Lead in CRM.
- Draft introductory reply.
Related
Workflow 2
Meeting Coordinator
Trigger Email asking 'Are you free?'
Steps
- Check Outlook Calendar.
- Reply with available slots.
- Send invite upon confirmation.
- Add Teams link automatically.
Related
How Triform connects
1
Connect Microsoft
Sign in with your Microsoft 365 work account.
2
Authorize Scopes
Grant permission to read mail and calendar.
3
Configure Agents
Set up rules for email handling.
Who uses Triform with Microsoft Outlook
Essential for corporate environments.
Roles
Executives Sales Managers Consultants
Teams
Executive Sales Services
Why Triform for Outlook?
Enterprise Ready
Built for Microsoft 365 security standards.
Unified View
Connects email with Teams and SharePoint.
Smart Drafting
Adopts your professional tone.
FAQ
Does it work with Exchange?
It works with Microsoft 365 and modern Exchange Online.
Is it private?
Yes, no human reads your emails.
Tell us what you want to automate
Book a call with our team to discuss your process, or describe what you're looking to automate and we'll reach out with next steps.