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Outlook Email Integration

Why Connect Outlook Email?

Samepage helps Product Managers stay on top of important email communication without constantly checking their inbox. By connecting Outlook Email, Samepage users can:

  • Build Signals to triage flagged emails and surface follow-ups

  • Spot threads that need a response or action

  • Discover important communication patterns across folders

  • Use the Samepage Copilot to answer questions or draft documents informed by email data

Integration Type

Personal integration — each user connects their own Outlook account. The email data imported is private to that user and not visible to others in the workspace.
This integration can be configured to select specific mail folders. Only emails from selected folders will be imported.

Data Imported

Samepage imports the following from Outlook:

  • Emails — Email content, subject lines, senders, and recipients

  • Threads — Full conversation threads and reply chains

  • Folders — Mail folders and categories applied to messages

This data is used to help Product Managers triage communication, track important threads, and surface action items.

Sync Behavior

  • Initial sync pulls emails from the last 3 months

  • Ongoing syncs pull changes from the last 2 weeks, refreshing multiple times per day

How to Connect

  1. You must have an existing Samepage account. If you need one, sign up at samepage.ai.

  2. Go to the Integrations page in Samepage.

  3. Find and click Outlook Email.

  4. Authenticate your Microsoft account and accept the requested permissions.

  5. Select the mail folders you want Samepage to import.

  6. Samepage will begin importing data from Outlook automatically, refreshing multiple times per day.

What You Can Do After Connecting

  • Create Signals that analyze Outlook data — e.g., "Show recent important emails" or "Surface flagged emails that need follow-up"

  • Chat with Copilot about email data — e.g., "What emails need my attention today?" or "Summarize the thread about the vendor contract"

  • Combine with other data — Cross-reference email threads with Teams messages, meeting transcripts, or Jira tickets for a complete picture

Signal Examples Using Outlook Email

Signal

What It Does

Email Triage

Surfaces important emails that need a response, grouped by urgency

Flagged Follow-Ups

Highlights flagged emails and threads where follow-up is expected

Action Item Extractor

Identifies emails containing requests, tasks, or commitments directed at you

Weekly Email Summary

Summarizes the key themes and important threads from the past week

Example Signal Prompt

Here's a detailed prompt you can paste into a Signal's instructions field to get a comprehensive email triage digest:

Review all Outlook email activity from the past week and produce a structured summary focused on email triage:

Flagged Emails — List all flagged emails that haven't been resolved. Note the sender, subject, and what action is needed. Link to the Outlook message.

Threads Needing Follow-Up — Surface email threads where someone is waiting for my reply or where a question was asked. Note the sender and what's being asked.

Action Items — Identify emails that contain tasks, deadlines, or commitments directed at me. Note the action item and due date if mentioned.

Key Conversations — Summarize the most important email threads from the week. Group by topic or project.

Keep it concise. Use bullet points. Include links to Outlook messages wherever possible so I can jump to the source.

FAQ

Does this integration provide clickable links back to the source? Yes. Outlook emails include deep links that take you directly to the message in Outlook. When Signals or Copilot reference an email, you can click through to view the full conversation in Outlook itself.

Privacy

Outlook email data is never used to train AI models. Emails and metadata are processed only to generate Signal outputs and Copilot responses. Because this is a personal integration, your email data is only visible to you. See Data Handling for more information.

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