Microsoft Outlook

The WorkPoint Outlook Integration

Every organisation has untapped information stored in its user’s inboxes, whether that is a quotation, purchase order or simply confirmation on an action. Email remains to be the main form of communication within an organisation and as such is a critical information asset.   

Our Outlook integration provides a simple and intuitive way to unlock this information and make it available to those that need it.

• Drag and drop your emails and attachments directly into WorkPoint
• Automatically save emails into WorkPoint based on rules defined by you, for you, at an organisational level e.g. Sender, Recipient, Subject
• Intelligent suggestions on where to save your emails / attachments
• Quickly find content with our AI powered search
• Create emails based on templates
• Quickly attach documents stored in WorkPoint to your emails without having to download them first
• Perform WorkPoint actions from directly in Outlook, for example you can create a new case or project without leaving Outlook

You no longer need to move between applications to get your productivity workflow done. You can do it all from directly within Outlook.

For more information on this or any of our integrations please contact us at sales@workpoint365.com