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ClickRuntime

Automate Outlook

Sort new Outlook mail into categories and folders, keep AI-written reply drafts waiting for you, pull the numbers out of emailed invoices and purchase orders, and get one summary of a busy shared mailbox. It all runs against your own Microsoft 365 or Outlook.com mailbox, so drafts sit in your Drafts folder and sent mail comes from your address. Describe what you want to your AI assistant, check what it will do, and it keeps running with your laptop closed.

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Try asking

Create a ClickRuntime automation: every 10 minutes, check my Outlook for emails with PO or invoice PDFs attached, extract the supplier, document number, line items, total and due date, and email me a summary.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Ideas

What you can automate in Outlook

An inbox that files itself, replies drafted before you open the thread, invoice details pulled out for you, and flagged mail you won't lose track of. These are ready-made starting points. Anything else you can describe works too.
Every 10 minutesAI

Pull key fields from emailed invoices and POs

Purchase orders and invoices that arrive in Outlook are read for you, and the supplier, amounts and due date reach you in one summary.

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Every 5 minutesAI

Sort new Outlook mail into categories

Each new email is tagged Action, Info, Newsletter or Junk, and newsletters are moved out of your way.

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The moment it happensAI

Turn incoming events into Outlook drafts

Anything posted to your link, like a new booking, becomes an email or draft in your Outlook, sent from your own address.

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On a scheduleAI

Get today's Outlook meetings in one email

Every weekday morning you get the day's meetings with times, attendees and join links, plus a short summary.

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Every 10 minutesAI

Have reply drafts ready for customer questions

Routine customer questions get an AI-written reply saved in Drafts, ready for you to check and send.

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DailyAI

Get an evening summary of your Outlook mail

Each evening one email tells you what came in today and what needs an answer.

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Every 15 minutes

File Outlook attachments in OneDrive

Attachments you receive are saved to OneDrive in a folder per sender.

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Daily

Get a morning list of open flagged emails

Each morning you see every flagged email you haven't marked complete.

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Every 5 minutes

Hear in Slack when a top client emails

Emails from the clients you name, or with words you care about, show up in Slack within minutes.

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Twice a dayAI

Summarise a shared mailbox for the team

Twice a day your team sees a sorted summary of what arrived in the shared inbox.

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Hourly

Move newsletters out of your Outlook inbox

Newsletters and promotions leave the inbox every hour and wait in their own folder.

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Every 15 minutes

Get warned about spoofed emails

You're alerted when a new email fails SPF, DKIM or DMARC checks.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with Outlook, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any Outlook automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what Outlook should do in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Every 15 minutes, check my Outlook inbox, use AI to sort messages into the Clients, Vendors or Newsletters folders, and flag anything asking for a reply today.

When an Outlook email with an invoice attachment arrives, add the sender, invoice number and amount to my Invoices workbook in Microsoft Excel.

When an email with a PDF arrives in Outlook from a client, save the PDF to the client's OneDrive folder and log the file name and date in my Documents sheet in Google Sheets.

Works with

Outlook with the apps you already use

Orders, invoices, leads and alerts land in Outlook first. Connecting it to your spreadsheets, chat tools and file storage gets each one to the place it is handled, with any reply going out from your own mailbox.

Outlook works with hundreds of other apps

Name any of them when you ask your assistant, and your automation connects them. Over 248 apps are ready to go, and anything with an API works too.

  • OneDrive
  • Outlook Calendar
  • Microsoft Teams
  • Microsoft To Do
  • Dynamics 365
  • HubSpot
  • Salesforce
  • Pipedrive
  • Calendly
  • Zoom
  • Notion
  • Trello
  • Asana
  • QuickBooks
  • Xero
  • Dropbox
  • Stripe
  • Typeform

Beyond chat

Have Outlook work when you're not in the chat

Connecting Outlook to ChatGPT or Claude lets you ask about it while you chat. ClickRuntime handles the part that should happen on its own: checks on a schedule and actions on each new event, set up from the same chat and running after you close it.

Setup

Connect Outlook

You connect Outlook through an app registration you create in Microsoft Entra. It lives in your own tenant, you choose its Microsoft Graph permissions, and an admin can remove it whenever they like.

Outlook

Email

  1. At entra.microsoft.com, go to Identity → Applications → App registrations → New registration. Choose single tenant for a work account, or any organisation plus personal accounts for Outlook.com, and add the Web redirect URI https://clickruntime.com/oauth/callback.
  2. Under Certificates & secrets, create a new client secret and copy its value straight away.
  3. Under API permissions, add Microsoft Graph delegated permissions Mail.ReadWrite, Mail.Send, offline_access and User.Read, then grant admin consent if your organisation requires it.
  4. In the ClickRuntime dashboard, open Connections, choose Outlook and enter the Tenant ID, Client ID and client secret.

Good to know

Outlook limits that affect automations

  • Mail.ReadWrite gives full read and write access to messages. If an automation only needs to list mail, Mail.ReadBasic is the least-privileged permission.
  • Mail is checked on a schedule, typically every 5 to 15 minutes, so a new email triggers an automation within that window rather than instantly.
  • Application (app-only) mail permissions need admin consent and can be limited to specific mailboxes with application access policies. The setup above uses delegated permissions for your own mailbox.

FAQ

Questions about automating Outlook

What can ClickRuntime read and change in my Outlook mailbox?
What your app registration's permissions allow. With `Mail.ReadWrite` and `Mail.Send` it can read messages and attachments, set categories, move mail between folders, create drafts and send from your address.
Does it work with a personal Outlook.com account?
Yes, if you register the app for any organisation plus personal Microsoft accounts. For a work or school mailbox, a single-tenant registration is enough.
My organisation blocks user consent. What then?
An admin needs to grant consent for the permissions on your app registration under API permissions. After that, you finish connecting in the ClickRuntime dashboard as usual.
Will reply drafts be sent without me seeing them?
No, not unless you ask for that. The draft-reply automation leaves each draft in your Drafts folder so you can edit it and send it yourself.
Can it watch a shared mailbox?
Yes, the shared mailbox digest reads new mail in a team inbox you have access to and posts a sorted summary to Slack twice a day.
Do I need my own AI key for sorting and summaries?
No. Categorising, draft replies, invoice extraction and digests use the AI that comes with every ClickRuntime plan. Moving newsletters or listing flagged mail doesn't use AI at all.
Is this a Outlook connector for ChatGPT or Claude?
Not for chatting with Outlook data. A chat connector lets your assistant read and change Outlook while you're in the conversation. ClickRuntime is for the work that should happen without you: you set up an automation from the chat once, and it keeps running on a schedule or on each Outlook event.

Related pages

Keep exploring

Tell your assistant what Outlook should do

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