About
What is Outlook?
Outlook is Microsoft’s email and calendar app, and it is part of Microsoft 365. Companies that run on Microsoft 365 use it for mail, meetings and contacts, and for many teams it is where customer calls get booked. Reps send follow-ups, forward quotes and keep their week organized there. The limit appears when a whole team depends on it. Emails and meetings sit in each person’s mailbox and calendar, so a manager cannot easily see who met which account this week or what was last said. An internal tool can bring that context into one shared place.
Use cases
What you can do
- Send a follow-up email from Outlook after a customer call, pre-filled with the account, the next step and the date agreed.
- Log customer emails to an account view, so the whole team sees the latest exchange without digging through inboxes.
- Email a discount approval request to a sales manager, with the deal size and the requested discount already in the message.
- Build a QBR prep tool that lists the meetings and recent emails for each customer before the review.
Setup
How it works
Once an admin connects your Microsoft 365 work account on Genipy’s Integrations page, they choose which tools may use it, and your team keeps working in Outlook. To get a tool, describe it to your AI, for example: “Build a weekly meeting prep page that lists my customer meetings this week, with the last email thread for each account and a box for my prep notes.” When it’s ready, you click Publish. Every version passes automatic checks before your team can open it. Share it by inviting teammates by email each as a Viewer, Editor or Owner.

