Microsoft Outlook

Overview of the Microsoft Outlook book.

The following documentation is for Microsoft Outlook v2.2.2 (BDK).

Overview

Microsoft Outlook provides enterprise email management with calendar, contacts, and task integration capabilities. This integration enables automated email processing, calendar management, and communication workflows. Streamline business communication and enhance productivity through automated email operations.

Prerequisites

1. Required Books

The following Book(s) need to be added to your agent so it can learn and understand the automation procedures defined within them:

• Microsoft Outlook

• Microsoft Office 365

Note: The Microsoft Outlook book depends on the Microsoft Office 365 Book for core Microsoft integration capabilities.

How to Add the Book(s)

1. Go to Books → All Books.

2. Search for the name of the book and click on it.

3. Click on Install or Add Connection to add the book to your agent.

4. If adding a connection, you'll be prompted for connectivity details.

2. Permissions

When using client credentials authentication, you need to have the following application permissions in Microsoft Graph:

Application permissions are used when an app runs without a signed-in user (such as with a client credentials flow). These permissions give the app organization-wide access and must be granted by an administrator in your Microsoft organization. For additional details, refer to Microsoft's guides.

User and Directory Access

• User.Read.All

• User.ReadWrite.All

• Directory.Read.All

• Directory.ReadWrite.All

Mail Operations

• Mail.Read

• Mail.ReadWrite

• Mail.ReadBasic

• Mail.ReadBasic.All

• Mail.ReadWrite.Shared

• Mail.Send

Calendar Operations

• Calendars.ReadBasic

• Calendars.Read

• Calendars.ReadWrite

Connectivity

This section outlines the available methods for connecting to the Book, along with the required configuration details for each.

Connect using Client ID, Client Secret and Tenant ID

Connect to the Microsoft Graph API using the provided client credentials.

Label	Description	Type
Client ID	The client ID of the application registered in Azure AD.	text
Client Secret	The client secret of the application registered in Azure AD.	text
Tenant ID	The tenant ID of the Azure AD directory.	text

Connect using Client ID, Certificate and Tenant ID

Connect to the Microsoft Graph API using certificate credentials.

Label	Description	Type
Client ID	The client ID of the application registered in Azure AD.	text
Certificate	PEM-encoded X.509 certificate string containing both the certificate and private key.	sensitive
Tenant ID	The tenant ID of the Azure AD directory.	text

Connect using Client ID, Certificate, Private Key and Tenant ID

Connect to the Microsoft Graph API using certificate and private key.

Label	Description	Type
Client ID	The client ID of the application registered in Azure AD.	text
Certificate	PEM-encoded certificate string.	sensitive
Private Key	PEM-encoded private key string.	sensitive
Tenant ID	The tenant ID of the Azure AD directory.	text