Outlook Automations
Microsoft 365 mail automation with Graph API — rules, shared mailboxes, and compliance.
6 automations for Outlook
Pick any workflow and we'll build it for you.
Shared Inbox Round Robin
Assign conversations evenly across agents.
How it works
New item arrives in shared mailbox
Load round-robin pointer from Redis or sheet
Assign category colour per agent
Notify assignee via Teams chat optional
Increment pointer atomically
Weekly fairness report email to supervisor
Legal Hold Tag Sync
Propagate litigation hold labels.
How it works
eDiscovery case opened webhook
Apply retention label to custodian mailboxes list
Block deletion policy enforcement Graph API
Notify custodians instruction email template
Daily verification job label still applied sample
Export audit trail CSV to legal share secured folder
Approval Mail Loop
Collect approve or reject from managers.
How it works
Approval request lands in Approvals folder
Parse approve or reject from reply subject tokens
Update ERP or spreadsheet approval status
Notify requestor with outcome email
Archive thread with Completed label
Escalate if no reply before SLA deadline
News Digest Compile
Compile internal newsletters from flagged mail.
How it works
Daily harvest messages with NewsletterCandidate label
Generate bullet summary with AI grouped sections
Build HTML digest body from summaries
Send internal distribution list email
Archive digest copy to SharePoint optional path
Track open rate analytics summary weekly
External Forward Block Alert
Warn when sensitive threads are forwarded outside.
How it works
Detect forward to external domain via DLP or Graph audit
If policy violation enqueue compliance review task
Notify security Slack with redacted snippet
Send manager justification form link to sender
Append immutable audit row to compliance log
Monthly repeat-offender summary email to HR optional
Expense Receipt Ingest
Route travel receipts to finance queue.
How it works
Filter mail by Expense or Receipt rule
Save attachments to finance intake folder
OCR extract amount merchant and date
Map fields into expense tracker sheet row
Route for approval if above policy threshold
Label thread Processed and archive
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