Microsoft Outlook action pack

Microsoft Outlook extension actions enable Glean to interact directly with Outlook email, calendar, contacts, and profile data in supported Glean experiences.

This allows users to draft and send emails, review messages, create and update calendar events, and manage contacts without switching between applications.

Outlook actions are a key component of the broader Microsoft 365 action suite.

When building a workflow agent, the Outlook action pack is available within the Plan and Execute step and for building agents with auto mode, the Outlook action pack is available for all the steps. This allows the agent to dynamically determine when to send emails, create or update calendar events, or manage contacts to fulfill a complex user request.

Supported tools

The Outlook action pack is enabled as a unified bundle.

The following tools are included:

Email and draft management

• List messages: Retrieves Outlook messages so users can identify the email thread or message they want to review.
• Get message: Retrieves the contents of a specific Outlook message for additional context.
• Create draft: Creates a new Outlook email draft for user review before sending.
• Create draft reply: Creates a draft reply to an existing Outlook email thread.
• Send email: Sends an email from the signed-in user’s Outlook account.
• Forward message: Forwards an existing Outlook message to one or more recipients.

Calendar and event management

• List events: Retrieves Outlook calendar events available to the signed-in user.
• Get event: Retrieves the details of a specific Outlook calendar event.
• Get calendar view: Returns a time-bounded view of calendar events for a given date range.
• Create calendar event: Creates a new Outlook calendar event.
• Update calendar event: Updates an existing Outlook calendar event.

Contacts and profile

• List contacts: Retrieves Outlook contacts so users can review and select existing contacts.
• Create contact: Creates a new Outlook contact.
• Update contact: Updates an existing Outlook contact.
• Get profile: Retrieves profile information for the authenticated Outlook user.

Example use cases

Integrating Outlook actions into Glean workflows provides several high-value automation opportunities:

• Email follow-up workflows: An agent can summarize a meeting or conversation, draft an Outlook email, and prepare a reply or forward for the user to review.
• Calendar coordination: A workflow can create or update Outlook events after gathering scheduling details from earlier agent steps.
• Customer communications: A user can retrieve a recent email, draft a response, and send a follow-up without leaving Glean.
• Contact management: An agent can create or update Outlook contacts after extracting details from notes, forms, or prior messages.

Setup and configuration

Prerequisites

Before configuring Microsoft Outlook actions, ensure you have the following:

• You must have administrative access to the Glean Admin console.
• Your organization must have an existing Microsoft 365 (O365) data source configured in Glean.
• You must have access to the Microsoft Entra admin center to grant admin consent or configure a custom OAuth app.
• If using a custom OAuth app for Microsoft Outlook extension actions, the app must be registered as multitenant and restricted to only your tenant. Single-tenant apps are not supported for these Microsoft extension actions.

Administrator steps

1. Enable the pack: In Glean, go to Admin Console → Platform → Actions and add Microsoft Outlook extension actions from the template library.
2. Select the data source instance: Link the pack to your existing Microsoft 365 data source instance.
3. Configure authentication: Microsoft Outlook actions use user OAuth.
   • Central: Use the Glean-managed Microsoft OAuth app when it is available in your environment.
   • Custom OAuth app: If using a customer-managed app, register it in Microsoft Entra ID as a multitenant app, configure the required delegated permissions, and enter the client credentials in Glean.
4. Save the action pack after the authentication configuration is complete.
5. Enable the pack for users: Use Edit settings under Enable Actions to make the pack available to the relevant users and supported Glean surfaces.

important

If you use Microsoft Outlook extension actions, a Glean admin must complete a one-time connection after the action pack is created before other users can reliably use the action pack in your environment.

For detailed setup steps, see Microsoft 365 actions and extension actions setup.

FAQ

Yes.

Microsoft Outlook actions use user OAuth, so each user must authenticate with their own Microsoft account before using the action pack.

Yes.

Admins can enable a subset of Outlook actions based on what they want to make available.

Outlook is part of the Microsoft extension action family.

In addition to the OAuth configuration, a Glean admin must complete a one-time admin connection so the pack is fully authorized for your environment.

Single-tenant apps are not supported for Microsoft Outlook extension actions.

If you use a custom OAuth app, register it as multitenant and restrict access so only users in your tenant can authorize and use it.

See Microsoft 365 actions and extension actions setup.