Outlook integration
Arkeo agents for Outlook
Arkeo agents work in your team's Outlook alongside your team. They sort the shared inbox, set up new clients from email, send a brief before client meetings, and chase late payments.
15 minutes. You'll know which work agents can take off your team, the hours it frees up and what it costs.
What Arkeo agents do in Outlook
Each agent does one job from start to finish. They start on their own, follow your process, and your team talks to them in Slack or Teams.
- ✓Reads new mail in your shared mailboxas it lands
- ✓Files it and sends it to the right personright away
- ✓Flags mail no one has answeredevery day
Client email gets an owner and a reply.
Outlook
HubSpot
Microsoft Teams- ✓Reads new client emailsas they land
- ✓Sets up the client in your CRMsame day
- ✓Sends the welcome email and first stepsright away
New clients set up without the copy and paste.
OutlookHubSpot- ✓Reads tomorrow's meetingsevery night
- ✓Pulls the client's last emails and open itemsper meeting
- ✓Sends your team a short briefevery morning
Walk into client meetings ready.
OutlookHubSpotMicrosoft Teams- ✓Checks which invoices are past dueevery day
- ✓Sends a polite reminder from your mailboxon your schedule
- ✓Tells your team who paid and who didn'tevery week
Get paid without writing the reminder.
Outlook
QuickBooksWorks with the rest of your software
Agents carry the work from Outlook into the other software your team uses, so nothing waits for someone to copy it over.
Excel
Word
Zoom
CalendlyBusinesses that run on Outlook
How it connects
You make the key in your own Outlook account. Nothing to install on your computers, and nothing to wait for.
Where
In the Microsoft Entra admin center. Your admin registers an app for your company only, gives it the mail access each job needs, and approves it for your team.
Who can do it
A Microsoft 365 admin. Approving access for the whole company needs a Global Administrator or Privileged Role Administrator. An Exchange admin can limit the app to certain mailboxes.
Plan
A Microsoft 365 business plan with Exchange Online email.
Agents can see
- Email, attachments and folders
- Shared mailboxes you allow
- Categories and flags
- Calendar events
Agents can change
- Email and replies sent from your mailbox
- Mail moved to folders and given categories
- Calendar events and invites
Agents can't
- Open mailboxes you didn't give the app access to.
- Change your password or how your team signs in.
- Get back in after you remove the app.
What this looks like at your business
Shared inboxUnanswered email found and given to the right person.
Designed for teams on OutlookNew client setupClient details read from email and set up in your CRM.
Designed for teams on OutlookLate paymentsPast due invoices get a reminder. Your team sees who paid.
Designed for teams on OutlookIs this you?
- You run your company email on Microsoft 365
- Your team sorts, answers or copies email by hand
- You want to grow without more staff
✕Using a personal Outlook.com account, or only a few emails a day: not the right fit yet.
In 15 minutes, you'll know
Book a 15-minute call
Want to see what agents would do in your Outlook?
That's the reason to book. In 15 minutes you'll know which work agents can take off your team.
Questions about Arkeo and Outlook
Is my customers' information safe?
Yes. Each agent sees only what its job needs. Client email never goes into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Do I need Microsoft 365?
Yes. Your admin registers an app for your company in Microsoft Entra. Personal Outlook.com accounts can't use it.
Can I limit which mailboxes it sees?
Yes. Your Exchange admin can limit the app to the shared and team mailboxes the jobs need.
Will the agents send email for me?
They send the email your process allows, like welcome emails and reminders, and leave the rest as drafts for your team.
Can I turn it off?
Yes. Remove the app in Microsoft Entra and the agents lose access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.