SendToTeam + Outlook Integration

SendToTeam connects to Outlook through the Microsoft Graph API using OAuth 2.0 with delegated permissions. During setup, your Microsoft 365 admin approves the app registration, granting Mail.ReadWrite and Mail.Send scopes. This gives AI employees the ability to read thread history for context and create draft messages, while your admin retains full visibility in the Microsoft Entra (Azure AD) admin center to audit or revoke access at any time.

Enterprise teams choose Outlook because of compliance requirements, and the integration respects those boundaries. Data Loss Prevention (DLP) policies, sensitivity labels, and transport rules configured in Exchange Online continue to apply to messages sent through SendToTeam. If your organization blocks external forwarding or requires encryption for messages containing financial data, those policies remain enforced. SendToTeam operates within your existing compliance perimeter rather than around it.

Shared mailboxes are a core use case. A sales team working sales@yourcompany.com can assign an AI employee to that mailbox: it reads incoming inquiries, drafts responses referencing your product documentation and pricing, and queues them for review. Each team member with Send As permissions can review and approve drafts independently. The integration also supports distribution groups and Microsoft 365 group mailboxes, so large teams with complex mailbox structures can adopt it without restructuring.

A practical workflow looks like this: when a Salesforce opportunity moves to "Proposal Sent," SendToTeam's AI employee pulls the contact's name, deal value, and product interest from the CRM, then drafts a follow-up email in the shared Outlook mailbox. The email references specific proposal details and suggests a next meeting date based on your calendar availability. The assigned rep reviews the draft, adjusts the meeting time if needed, and approves the send — all within a single approval step.

For organizations evaluating security: SendToTeam never stores Outlook credentials. Token refresh is handled via Microsoft's standard OAuth flow, and your IT team can monitor which data the app accesses through Microsoft Entra's sign-in and audit logs.