LogoLogo
About
  • Home
  • Guides
  • BDK
  • REST API
  • Release Notes
  • Airtable
    • Fetching Airtable Data
    • Creating and Modifying Airtable Records
    • Creating Airtable Reports
    • Exporting Airtable Reports
    • File Management
    • Submit Airtable Records for Approval
  • AWS S3
    • Listing Files
    • Retrieving Files
    • Uploading Files
    • Uploading CSV
    • Uploading Strings
    • Deleting Files
    • Deleting CSV
  • Azure Blob Storage
    • Uploading Files
    • Retrieving Files
  • Azure Service Bus
    • Sending Messages to Azure Service Bus Queue
    • Receiving Messages from Azure Service Bus Queue
  • Azure Translate
    • Translating A Document
  • Database
    • Retrieving Database Records
    • Updating Database Records
    • Creating Database Records
    • Deleting Database Records
  • Document Processing
    • Document Processing: Workflow Patterns and Best Practices
    • Document Processing with OCR
    • Extract Data from a Document
    • Extract Pages from a Document
    • Extract Tables from a Document
    • Extract a Subdocument
    • Extract Subdocuments
    • Getting Fields from a Document
    • Getting Tables from a Document
  • Google Cloud Storage
    • Dumping Files to Google Cloud Storage
    • Purging Files from Google Cloud Storage
    • Dumping CSVs to Google Cloud Storage
    • Purging CSVs from Google Cloud Storage
    • Enriching Questions
  • HTML
    • Extracting Tables from HTML
  • HTTP
    • GET Request
    • POST Request
    • DELETE Request
    • PATCH Request
    • PUT Request
    • HEAD Request
  • Hubspot
    • Fetching Data from Hubspot
  • Microsoft Excel
    • Opening Excel Files
    • Converting a File to Excel Format
    • Getting a Table from Excel
    • Converting Tables to Excel Workbooks
    • Renaming Excel Files
    • Creating a Merged Spreadsheet from Multiple Files
    • Getting an Excel Worksheet's Row
    • Getting an Excel Worksheet's Row's Cell
    • Getting an Excel Worksheet Cell's Column Label
    • Setting an Excel Worksheet Cell to a String
    • Getting an Excel Worksheet's Changelog
    • Apply Changelogs to an Excel Worksheet
    • Saving An Excel Worksheet
  • Microsoft Outlook
    • Email Operations
    • Getting Schedules
    • Moving Emails
  • Microsoft Power BI
    • Working with Power BI Objects
  • Microsoft SharePoint
    • Retrieving SharePoint Items
    • Uploading a File to SharePoint
    • Converting Data to SharePoint String
    • Moving a File to a Folder
    • Deleting a Folder
    • Getting a Folder
    • Uploading a String to a Folder
    • Creating and Retrieving a Folder
    • Deleting a File
  • Oracle Cloud Fusion
    • Fetching Data from Oracle Cloud Fusion
    • Adding New Records
    • Updating Records
    • Deleting Oracle Fusion Objects
    • Managing Attachments
    • Downloading Files from Oracle Fusion Objects
    • Detaching Files from Oracle Fusion Objects
  • Paycom
    • Working with Employee Details
    • Managing Punch Entries
  • Salesforce
    • Working with Salesforce Objects
    • Submitting Sales Objects for Approval
    • Creating Salesforce Reports
    • File Management
  • Servicenow
    • Retrieving Data
    • Manipulating Data
  • Slack
    • Sending Slack Messages
    • Reading Slack Messages
  • Stripe Pay
    • Fetch Data from Stripe
    • Add New Records
    • Working with Invoices
    • Deleting Objects from Stripe
  • Zendesk
    • Creating a Ticket
    • Updating a Ticket
    • Assigning a Ticket
    • Deleting a Ticket
    • Getting a Ticket
Powered by GitBook
On this page
  • Configuration
  • Requirements
  • Azure Configuration
  • Learning the Microsoft Outlook Book

Was this helpful?

Export as PDF

Microsoft Outlook

Last updated 1 month ago

Was this helpful?

A of the Microsoft Outlook Book is available via the BDK.

Configuration

This section guides you through the requirements, installation, and configuration steps necessary to get started with using Outlook in Kognitos.

Requirements

  1. (under the same Microsoft account)

  2. in Kognitos, which will require the following credentials:

    1. client ID

    2. client secret

    3. tenant ID

    4. user ID

Azure Configuration

You will need to:

  1. Register Kognitos in the Azure Active directory with API permissions to Read and Send Emails.

  2. Provide the user ID for Microsoft Graph API to work for any user.

Steps

  1. Login to Azure Portal > Open Active Directory > App registration (In left menu)

  1. Register a new app with a suitable name for the project.

  1. Go to API permissions > Add permissions > Select Microsoft Graph

  1. Select Application Permissions > Search for Mail and grant Read Write and Send Permissions.

  1. Grant admin consent for the granted permissions.

Steps to create user / Get user ID

  1. Login to Azure portal > Go to Active directory > click on Users in menu

  1. Create a new user or select any existing user.

  1. Copy the value Object ID in user profile page

Learning the Microsoft Outlook Book

To interact with Microsoft Outlook in Kognitos, you need to learn the Microsoft Outlook Book. This will establish a secure connection to your account.

Prerequisites

Ensure you have all the required credentials: the client ID, client secret, tenant ID, and user ID

Steps

  1. In the left sidebar, click on Books.

  2. In the search bar, search for Microsoft Outlook, then click on the Book.

  1. Add in the credentials when you are prompted.

  2. Click Add to finish adding the Book.

📘 Actions Performed Under Your Credentials

Any actions taken will use the credentials you connect with. For example, if you send an email through Outlook, the sender will be the account linked to your connection credentials.

Professional Office 365 Account
Microsoft Azure
Configuring permissions in Azure
Learning the Microsoft Outlook Book
newer version