Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.
Introduction
Connect Outlook Email to Sana to find, send and manage your emails. Revisit old conversations, capture action items, summarize attachments, prepare drafts and send follow-ups based on your context instead of starting from scratch.
In summary, the connector has the following key characteristics:
Category: Communication
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
Find emails |
List important mail |
Draft emails |
Draft replies |
Send emails |
Read attachments |
List labels |
Update labels |
Mark read/unread |
Move emails |
List folders |
List shared folders |
List contacts |
Save contacts |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Outlook Email. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
List contact options |
List folder ids options |
Approve workflow |
Create draft email |
Create draft reply |
Download attachment |
Find contacts |
Find email |
Find shared folder email |
Get current user |
Get folder |
Get message |
Get shared folder |
List contacts |
List folders |
List important mail |
List labels |
List shared folders |
Modify email |
Reply to email |
Save contact |
Send email |
Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.
Triggers
While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Outlook Email.
Trigger |
New Attachment Received (Instant) |
New Contact Event (Instant) |
New Email Event (Instant) |
New Email in Shared Folder Event |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:
Scope | Purpose |
user.read | See your basic account details |
Identify your Microsoft email address | |
offline_access | Keep Sana connected between logins |
openid | Secure sign-in and identity tokens |
profile | Show your name and profile picture |
Mail.ReadWrite | Read, organize, and edit your email |
Mail.Send | Send emails on your behalf from Sana |
MailboxSettings.ReadWrite | Manage time zone, rules, and signatures |
IMAP.AccessAsUser.All | Sync mail via IMAP when needed |
POP.AccessAsUser.All | Fetch mail via POP if configured |
SMTP.Send | Send mail through your SMTP server |
Calendars.ReadWrite | Read and update your calendars |
Contacts.ReadWrite | Read and update your contacts |
User.ReadBasic.All | See basic details of coworkers |
Set up instructions
Prerequisites:
You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.
Step 1: Go to the connectors page in Sana
In Sana, click on your profile icon and name in the bottom left corner and select Connectors.
Step 2: Find Outlook Email in the list of available connectors
Scroll to the Available connectors section and locate Outlook Email.
Note: If you can't find a connector in this list, it means one of the following:
You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.
Step 3: Hover the connector card and click the connect button
Hover the Outlook Email card and click the Connect button.
Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.
Step 4: Initialize the Pipedream connection
When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.
Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.
Step 5: Sign in to Outlook Email and approve the requested scopes
You'll be redirected to Outlook Email to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 6: Complete the set up
You've successfully connected your Outlook Email account. Click Continue to complete the setup and start using the connector.
Known limitations
Attachment formats: The connector can only read the following formats in attachments:
pdf,jpeg,jpg,png,gif,webp,txt,html,docx. Other file types cannot currently be opened, read, or summarized.Category definitions: The connector can categorize and flag messages and mark them read or unread, but cannot create or delete the master category/label definitions.
Contact details: Creating or updating a contact supports name, email, and phone numbers; richer fields such as company, job title, and address are not set.
Folders: The connector cannot create, rename, or delete folders. It can read folders in both your own mailbox and shared or delegated mailboxes, including nested sub-folders.