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Microsoft Outlook integration

Give Fin email and calendar context from Microsoft Outlook

Overview

Configure a Data connector to expose Microsoft Outlook data to Fin (email threads and calendar events), providing richer context for customers whose communication happens via Microsoft 365.

On Intercom, you set up the Microsoft Outlook connection in the same workspace as your Helpdesk inbox, tickets, and reporting, and Fin hands off to your team there with the full conversation.

What you can do

  • Expose Outlook email threads and calendar events to Fin via Data connector
  • Let Fin reference correspondence and meeting history in support answers
  • Use email and calendar context to personalize responses for M365 customers
  • Use Outlook data in Fin conversations, Workflows, and Procedures
  • Requires JWT or email OTP user authentication for live use in production

How it works

Go to Fin AI Agent → Train → Tasks → Manage Data connectors and create a custom connector for Microsoft Outlook, or start from an AI recommendation.

Set up the API call to your Microsoft Outlook system. Configure request parameters, authentication (token-based or OAuth), and map the response fields Fin should use.

Data connectors require JWT or email OTP user authentication to go live. Connectors can only be fully tested in production, not in test workspaces.

Configure

Works with Fin through an API Data connector, supporting both read and write operations. Fin can fetch data to personalize answers and execute actions like processing refunds, updating accounts, or modifying subscriptions in connected systems.

Read the full setup documentation →

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