Outlook integration

Use Outlook messages and threads in Fortiana to answer questions about customer correspondence, agreed terms and follow-ups. Attached files are optional.

What is Outlook?

Microsoft Outlook is an email and calendar application for personal, work, school, and third-party accounts. It combines mail, calendars, contacts, and related work views in one client, with features varying by account type and Outlook edition.

How it works with Fortiana

A renewal, delivery change or customer escalation often spans several emails. The first request may differ from the terms accepted later. Outlook correspondence gives Fortiana the exchange around those changes: what was proposed, how people replied and which next step they committed to.

What Fortiana can use

  • Messages
  • Message metadata
  • Conversation threads

Optional: Files attached to messages.

Not included: Calendar data unless separately supported.

How you can use it

For example, you can ask questions such as:

  • What changed in the renewal terms?
    Compare the original proposal with later replies to identify which terms were revised and which remained unchanged.
  • Did the customer accept the new delivery date?
    Use the reply that confirms or challenges the date, rather than treating the proposal itself as approval.
  • What response do we still owe?
    Follow the email exchange to find the unanswered request or promised clarification.

Before you connect

  • Identify the mailboxes. List the Outlook accounts and correspondence needed for the first use case, including any shared-mailbox requirements.
  • Confirm who can authorize access. Identify the account owner or administrator who can review the connection requirements and the intended data scope.
  • Check the role of attachments. Note which questions depend on attached documents so their availability can be confirmed alongside the email scope.
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