Email Workflows That Think, Not Just Filter.
Go beyond rules and filters. Kognitos reads, understands, and acts on Outlook emails using business logic your team defines in English.
Describe It in English.
It Runs Deterministically.
Overview
Scan the Outlook inbox for emails matching business criteria; extract structured data from the body and attachments; route to the appropriate workflow and send a confirmation reply.
Execution Steps
Classify Incoming Email
- Monitor the Outlook inbox for new messages matching defined business patterns
- Classify each email by type, invoice, purchase order, customer request, or internal approval
Extract Structured Data
- Parse the email body and attachments to extract key fields like amounts, dates, and reference numbers
- Validate extracted data against expected formats and flag parsing errors for manual review
Route and Confirm
- Send the extracted data to the appropriate downstream system or approval workflow
- Reply to the sender with a confirmation that includes a reference number and expected next steps
Enterprise
Use Cases
Invoice Intake Automation
Capture invoices arriving via Outlook, extract line items and totals, and route them to AP for matching, no manual forwarding.
Customer Request Routing
Classify inbound customer emails by request type and auto-create tickets, orders, or tasks in the appropriate system.
Follow-Up Tracking
Track sent Outlook emails that haven't received a reply within the SLA window and auto-send follow-up reminders.
What the Microsoft Outlook
Integration Supports
Microsoft Outlook provides enterprise email management with calendar, contacts, and task integration capabilities. This integration enables automated email processing, calendar management, and communication workflows. Streamline business communication and enhance productivity through automated email operations.
Requires the Microsoft Office 365 integration to be connected to the same workspace. Supported connection methods: Client ID, Client Secret and Tenant ID; Client ID, Certificate and Tenant ID; Client ID, Certificate, Private Key and Tenant ID.
16 documented actions
- Delete some emails · Delete specific emails from an Outlook account.
- Download an attachment · Download an attachment from an event or email.
- Forward an email to a recipient · Forward an email to a specified recipient or group of recipients.
- Get a group's events from outlook · Get all the events from a group's calendar.
- Get a user's event's attachments · Get all the attachments from a user's event.
- Get a user's events from outlook · Get all the events from a user's calendar.
- Get an email folder's subfolders · Get all the subfolders from an email folder.
- Get some email folder's emails · Get emails from an Outlook folder based on specified filters.
- Get the attachments from an email · Get the attachments from an email.
- Mark some emails · Mark specified emails as read or unread.
- Move an email to a target folder · Move emails to a target folder.
- Reply an email · Reply to an email through Outlook with the specified details and attachments.
Show the remaining 4 actions
- Retrieve some email folders from outlook · Get all the email folders from the authenticated user's mailbox.
- Retrieve some user's email folders · Get all the email folders from a user's mailbox.
- Send an email to a recipient · Send an email through Outlook with the specified details and attachments.
- Set an entity's event's body to a text · Update the body of a calendar event.
Frequently asked
questions.
Kognitos is a leading US-based artificial intelligence platform designed to transform how businesses operate by automating repetitive tasks and enhancing efficiency. Our AI automation platform allows users to automate complex business processes simply by communicating their goals in plain English. Leveraging advanced technologies like a proprietary LLM-based interpreter, Intelligent Document Processing (IDP), Optical Character Recognition (OCR), and Natural Language Processing (NLP), Kognitos enhances productivity, speed, and accuracy. Unlike traditional automation solutions that require complex coding, Kognitos offers unparalleled adaptability and scalability, empowering businesses to streamline workflows and eliminate manual tasks without extensive technical knowledge.
Process automation refers to the use of technology to automate repetitive, manual tasks within a business or organization. The goal is to streamline and optimize workflows, increase efficiency, reduce errors, and save time and resources. This can be achieved through the implementation of various technologies, such as RPA, Workflow Automation, Machine Learning and Artificial Intelligence.
Security is a core principle of Kognitos' architecture, built on state-of-the-art cloud services with strong security foundations. Critical business processes run on the Kognitos platform, and we prioritize the security of both the processes and their data. Kognitos employs serverless, cloud-based services with the principle of least privilege access. For example, a service without a need to access a database does not have access to it. Kognitos has achieved the SOC 2 Type II certification for our best-in-class security controls and compliance with the AICPA's Trust Services Criteria. Learn more
Related
Integrations
Microsoft Outlook automation questions.
What can I automate between Kognitos and Microsoft Outlook?
Inbound message triage, structured-data extraction from message bodies and attachments, response drafting with deterministic policy enforcement, and audit-trail writeback. Kognitos reads from Microsoft Outlook, applies the policy you wrote in plain English, and writes back deterministically with a full audit trail, no probabilistic LLM action.
How does Kognitos connect to Microsoft Outlook?
Through Microsoft Outlook's official API using scoped credentials (OAuth or API key, depending on which Microsoft Outlook supports). Kognitos stores credentials in a managed secret store with rotation; permissions are limited to what your automation actually needs.
What events in Microsoft Outlook can trigger a Kognitos automation?
Common triggers include an inbound email or message, a thread update, a webhook from the messaging provider, or a scheduled sweep. Kognitos supports both event-driven (webhook) and scheduled execution, and you can mix both inside a single automation.
Can business users build Kognitos + Microsoft Outlook automations without code?
Yes. The Kognitos Builder Agent walks you through the process in conversation; you describe what you want in English (e.g., "every weeknight, reconcile Microsoft Outlook records against the warehouse and email me anything that doesn't match") and Kognitos generates and runs the automation. No drag-and-drop, no Python, and no third-party iPaaS.
Is Microsoft Outlook data safe with Kognitos?
Yes. Kognitos is SOC 2 Type II, HIPAA-attested, ISO 27001-certified, and GDPR-aligned. Microsoft Outlook data is processed inside the customer tenant, encrypted in transit and at rest, never used to train upstream models, and every decision is captured in an immutable English-language audit log.
How do I get started with the Kognitos + Microsoft Outlook integration?
Book a 30-minute demo. We'll help you connect Microsoft Outlook, pick a real bottleneck from your team's backlog, and ship a working automation written in plain English in the first session, no procurement runway required.