Outlook Agent Node

Read, send, and manage Outlook emails using an AI agent

Overview

The Outlook Agent Node provides an intelligent agent for managing Outlook emails. This node enables you to:

• Read email messages and their attachments
• Search emails by keywords or filters
• Send emails and replies
• Create and send email drafts
• Manage email categories (similar to Gmail labels)
• Download attachments for processing
• Delete unwanted emails

Configuration Parameters

To set up the Outlook Agent Node, you need to authenticate with your Microsoft account. Once authenticated, configure the agent to perform email operations.

Node Configuration

• Prompt:

  Define the task for the agent to perform with Outlook.

  Search for emails from [e-mail] and summarize the conversations

  Read the email with ID {message_id}, extract the PDF attachment, and reply acknowledging receipt

  Find all unread emails from the past week and categorize them by topic

• Tools

  Select which tools the Outlook Agent can use:

  Tool name	Description
  Get Message	Read email content and metadata
  Get Attachment	Extract text from attachments
  Download Attachment	Download attachment as file
  Search Emails	Search for emails by keywords
  Send Email	Send new emails or replies
  Create Draft	Create email drafts
  Send Draft	Send existing drafts
  Delete Email	Remove emails
  List Categories	View available categories
  Modify Categories	Add/remove email categories

  Be careful with Send Email and Delete Email - enable only when needed

Advanced Settings

• System Prompt: Customize the agent’s behavior and guidelines.

• Model: Select the language model for the agent (must support function calling).

• Max Steps: Set the maximum number of steps the agent can take (1-20).

• Enable Model Fallbacks: Allow automatic fallback to alternative models if the primary model fails.

Expected Inputs and Outputs

• Inputs:

  • The node accepts text input that can be referenced in the prompt, typically email IDs from trigger nodes.

• Outputs:

  • output: The final result from the agent’s actions
  • conversation: Detailed log of the agent’s reasoning and operations

Use Case Examples

1. Email Triage Automation:

   Automatically read incoming emails, categorize them by importance or topic, and send appropriate responses.

2. Attachment Processing:

   Extract and process attachments from emails, then send summary emails with the processed results.

3. Email Search and Analysis:

   Search through your inbox for specific information, analyze email threads, and generate reports or summaries.

Error Handling and Troubleshooting

• Authentication Issues:

  Ensure you’ve connected your Microsoft account and granted Mail.ReadWrite permissions.

• Message Not Found:

  Verify that email IDs are still valid and emails haven’t been deleted or moved.

• Attachment Access:

  Some attachment types may not support text extraction. Use download_attachment for binary files.

If you encounter any issues not covered in this documentation, please reach out to our support team for assistance.

Relevant Nodes

Outlook Receive Node

Trigger workflows from incoming Outlook emails

Outlook Send Node

Send emails via Outlook

Gmail Agent

Manage Gmail emails with AI