Prepare replies in Outlook
An incoming question is read and a draft answer is ready in Outlook. You review and send it yourself.
Gen8
Source: Microsoft 365 integration
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Integration · route: native
Microsoft 365 is a collection, not one integration. Gen8 has its own integrations for Outlook mail, Outlook calendar, SharePoint and OneDrive. Not for Microsoft Teams: what a workflow does with Teams is custom development configured per environment. We state that distinction first because it determines what to expect from each component.
At a glance
Route: native
Components: Outlook (mail and calendar), SharePoint, OneDrive; Microsoft Teams through custom development
Capabilities
Outlook mail. Search the mailbox, read messages, manage mail and prepare drafts. Sending is disabled by default in our setup.
Outlook calendar. Read calendars and appointments and propose or create an appointment.
SharePoint. Read sites, lists and document libraries — and prepare documents or list items in your designated location with its existing metadata.
OneDrive. Read files from designated folders as answer sources or input for the next step.
Microsoft Teams. It has no own Gen8 integration. Channel notifications or picking up Teams messages require custom development: the route is selected and built per environment within administrative permissions.
Inspiration
A few examples of work you can hand over through this integration. We work out what fits your organisation together during scoping.
An incoming question is read and a draft answer is ready in Outlook. You review and send it yourself.
Messages in your designated folder are searched, read and organized according to your agreements, so work reaches the right step.
If an email calls for a meeting, an appointment is prepared as an Outlook calendar proposal. Nothing is silently inserted.
A decision made by email becomes a SharePoint document or list item, in your designated location with its existing metadata.
The workflow searches your designated OneDrive folders and uses the file as an answer source or input for the next step.
A channel notification when something is ready for review. There is no own integration: we build the route per environment within what your administrators permit.
Permissions and data
An administrator configures each Gen8 connection with only the permissions the selected actions need. A workflow using SharePoint as knowledge does not request mailbox access; a workflow writing drafts does not request send permissions.
Scope is especially important in a Microsoft environment, where permissions are often broader than necessary. A designated folder, list or library differs from tenant-wide access. We configure access as narrowly as the integration allows, and your administrator should choose deliberately rather than click through. Processing within Gen8 takes place in the EU; Microsoft processes data in your tenant under your agreements.
Control
Reading happens without intervention. Writing starts as a proposal: a draft email is ready in Outlook, a document or list item is visible before reaching SharePoint, and a calendar appointment is proposed rather than silently inserted.
Small, reversible actions can run automatically with logging after a settling-in period. Sending email is not one of them. For everything on the custom Teams route, we deliberately retain approval longer: a route built per environment deserves more visibility than an integration proven repeatedly.
Evidence
Outlook mail, Outlook calendar, SharePoint and OneDrive each have their own Gen8 integration with their own tools — hence the native route. Microsoft Teams does not, and we do not soften that detail: a Teams workflow requires custom development and an agreement on building and maintenance; see MCP, API and custom development. For environments partly using Google, see Google Workspace and the comparison in Google Workspace or Microsoft 365. Individual components: SharePoint.
Record an email decision in SharePoint
Yes, but not through a ready-made integration. It is a custom route selected and built per environment.
Not in our setup. Preparing an Outlook draft is the starting point; sending remains a human action.
That is exactly what we want to avoid. We configure designated mailboxes, sites, libraries and folders, and your administrator should make that choice deliberately.
Mixed environments are the rule rather than the exception. Gmail, Drive and Calendar have their own integrations; see Google Workspace.