Outlook
Alpheous indexes your principal mailbox so the agents have real context, and it writes drafts for the outbound messages it prepares on your behalf. The standing rule across every email path: agents write to Drafts, you click Send. No message leaves your account without you reviewing it.
Outlook is the connection to use if your firm runs Microsoft 365. It does the same work the Gmail connection does for firms on Google Workspace; you connect one or the other, not both.
What the Agents Do with Outlook
Your Mailbox as Context
Your Inbox and Sent folders are indexed so the agents have the same context you do. Ask the Knowledge Base what was last discussed with an advisor, and it can draw on your own mailbox alongside your other sources instead of asking you to dig up the thread. Alpheous does not classify or triage incoming mail for you: your inbox stays yours to read.
Drafts from the Work Queue
When you select Draft emails on a Territory signal card in the app's Work Queue, Alpheous writes one email per advisor on the card, checks each against your firm's compliance rules, signs it with your details and your firm's disclosure, and puts it into your Outlook Drafts folder, one by one over the next few minutes. There is no separate approval step: you read, edit, and send it from Outlook. See Outreach.
Outbound Drafts from Signal Outreach
Signal Outreach writes outbound emails to advisors and prospects based on the signals it has picked up: a new filing, a recent meeting, a stale conversation worth restarting. Each draft posts as an approval card in Slack with the signal that prompted it. Approved drafts land in your Outlook Drafts folder; the send remains yours.
Meeting Follow-Up Drafts
After a recorded call, the Meeting Assistant writes a follow-up email based on what was actually said and puts it in your Outlook Drafts folder, ready for you to review and send. You can also write a follow-up yourself from the meeting's page in the app; it waits in your Outreach queue until you send it to Drafts.
Re-Engagement Drafts from the Sales Assistant
When the Sales Assistant notices a deal that has stalled or a contact who has gone quiet, it writes a re-engagement email and posts it in Slack with the reasoning behind it. Approved drafts land in your Outlook Drafts folder the same way.
Which Agents Use This Connection
| Agent | How It Uses Outlook |
|---|---|
| Work Queue (Draft emails) | Writes one compliance-checked draft per advisor on a Territory signal card into your Drafts folder |
| Signal Outreach | Writes outbound drafts to advisors and prospects based on signals |
| Meeting Assistant | Drafts follow-up emails from meeting transcripts |
| Sales Assistant | Drafts re-engagement emails for stalled deals and quiet contacts |
| Knowledge Base | Answers questions using your indexed mailbox alongside your other sources |
Setting Up the Connection
Connecting Outlook is a one-time step for whoever administers your Microsoft 365 tenant, done once during onboarding. You keep control of it on your side, and you can revoke it at any time without going through us.
How to Tell It Is Connected
When Outlook is connected, drafts appear in your Outlook Drafts folder shortly after the step that creates them (for example, a few moments after Draft emails finishes), and the Knowledge Base can answer a question that draws on a recent email thread.
If drafts are not landing in Outlook, or the Knowledge Base cannot find a message you know is recent, contact support@alpheous.com.
Agents only write to your Drafts folder. They never send email directly. You decide what goes out and when.