> ## Documentation Index
> Fetch the complete documentation index at: https://docs.raycaster.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Outlook Integration

> Connect your Microsoft Outlook account to send, sync, and manage emails from Raycaster

## Overview

The Outlook integration connects your Microsoft email account to Raycaster, letting you send emails, sync your inbox, and run email sequences — all from within your workspace.

<img src="https://mintcdn.com/raycaster/7UelhNhIiWBOCuCS/images/outlook-integration.png?fit=max&auto=format&n=7UelhNhIiWBOCuCS&q=85&s=3be29df90c89b18917ec50a3d8074eb8" alt="Outlook Integration Setup" width="1376" height="643" data-path="images/outlook-integration.png" />

## Setting Up Outlook

<Steps>
  <Step title="Open Integration Settings">
    Navigate to **Settings → Integrations** in the sidebar.
  </Step>

  <Step title="Add Outlook">
    Find the Microsoft section and click **"Add Integration"** (or **"Add Another Account"** if you already have one connected).
  </Step>

  <Step title="Choose Scope">
    Select how this account should be shared:

    * **Personal** — Only you can send from and view emails for this account
    * **Organization** — All team members can use this account

    <Tip>
      Use **Personal** for your individual work email. Use **Organization** for a shared mailbox like `info@yourcompany.com`.
    </Tip>
  </Step>

  <Step title="Sign In">
    Click to authorize with Microsoft. You'll be redirected to Microsoft's sign-in page to grant permission.

    **Permissions requested:**

    * Read your emails
    * Send emails on your behalf
    * Read your profile information
  </Step>

  <Step title="Confirmation">
    Once authorized, the integration becomes active. You'll see a green status indicator with your connected email address.
  </Step>
</Steps>

## Multiple Accounts

Outlook supports connecting multiple accounts. For example, you might connect:

* Your personal work email as a **Personal** integration
* A shared department mailbox as an **Organization** integration

Each account operates independently with its own connection and scope settings.

## Syncing Emails

Once connected, you can sync your Outlook inbox to Raycaster:

* **Manual sync** — Click the **Sync** button on the integrations page to pull in recent emails on demand
* **View emails** — Navigate to the Emails page (`/emails`) to see all synced emails
* **Search** — Search across all synced emails from within Raycaster

### Sync Details

* Emails are transformed into a unified format for consistent display
* Read/unread status is preserved
* Conversation threads are maintained (using Microsoft's `conversationId`)
* Sync includes recent emails (configurable time range)

## Sending Emails

With Outlook connected, you can send emails from:

* **Sheet Email Composer** — Select rows and compose emails with variables
* **Email Sequences** — Automated multi-step campaigns
* **AI Chat** — Ask the AI assistant to send emails on your behalf

All sent emails appear in both your Outlook Sent Items folder and Raycaster's Emails page.

## Status Monitoring

The integrations page shows real-time status for each Outlook connection:

| Indicator           | Meaning                                                        |
| ------------------- | -------------------------------------------------------------- |
| **Green checkmark** | Active and working. Shows connected email and account details. |
| **Gray circle**     | Not connected or inactive.                                     |
| **Red alert**       | Error detected. Check error details for troubleshooting.       |

## Troubleshooting

<AccordionGroup>
  <Accordion title="OAuth authorization fails">
    * Verify you're signing in with the correct Microsoft account
    * Check that your organization's Azure AD allows third-party app access
    * Admin consent may be required for organizational accounts — contact your IT admin
    * Clear your browser cache and try again
  </Accordion>

  <Accordion title="Emails not syncing">
    * Click the manual **Sync** button to trigger a fresh sync
    * Verify the integration shows an active (green) status
    * Check if the connected email address is correct
    * Microsoft token refresh is handled automatically, but reconnecting may fix token issues
  </Accordion>

  <Accordion title="Emails failing to send">
    * Confirm the integration is still active
    * Verify the recipient email address is valid
    * Check the failed email's error details on the Emails page
    * For organizational accounts, verify your admin hasn't restricted send permissions
  </Accordion>

  <Accordion title="Admin consent required">
    Some Microsoft organizations require an admin to approve third-party app access. If you see a "needs admin approval" message:

    * Contact your IT administrator
    * They need to grant consent for the Raycaster application in Azure AD
    * Once approved, you can retry the connection
  </Accordion>
</AccordionGroup>

## Disconnecting

To remove an Outlook connection:

1. Go to **Settings → Integrations**
2. Find the Outlook integration you want to remove
3. Click **Disconnect** (or the uninstall button)
4. Confirm the removal

<Warning>
  Disconnecting an integration does not delete previously sent emails or synced data. It only prevents future sending and syncing from that account.
</Warning>