Use Microsoft Outlook & Calendar with AI
Connect nowOne connection for Outlook email and calendar.
Email & calendar
Using Microsoft Outlook & Calendar in an agency
Outlook is the mailbox and calendar many UK branches already run on Microsoft 365. One connection covers both, which matters when a viewing request needs a reply and a diary check together. Sending and booking still wait for approval.
Draft the enquiry reply in the thread it arrived on, so the portal reference stays attached. Use the calendar you choose, in your timezone, when you offer two viewing times. Do not offer a slot that belongs to a colleague’s private calendar if that calendar was not the one connected.
Shared mailboxes and a negotiator’s own mailbox should be connected as the ownership model you actually use. Mixing them is how a vendor email goes out from the wrong name.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- DraftDraft a reply or a proposed time
- ReadRead the messages or calendars you choose
- SendSend or book, after your approval
Example requests
Opens as a draft in your workspace once this is available. Nothing is sent by choosing one.
- “Find unanswered property enquiries from the last two days and draft replies for me.”Nothing is sent automatically.
- “Find three free slots tomorrow for a viewing at Villa Sol.”Checks the calendar you chose, in your timezone.
- “Offer Maria those viewing times and add a follow-up to her lead.”Also needs: Email, Calendar, CRM. Each action needs its own account and result.
Before you connect
- Account you’ll need
- A Microsoft 365 or Outlook account
- Who connects it
- Can be a shared organisation account, or a person’s own.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Questions
What account does Microsoft Outlook & Calendar need?
A Microsoft 365 or Outlook account
Will a bot change Microsoft Outlook & Calendar without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
Is KeyAccess an official Microsoft Outlook & Calendar partner?
No. You connect an account you or your agency already have, through Microsoft Outlook & Calendar’s own sign-in, where that connection is in the catalogue.