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.
Capabilities
Capability | Description |
Find emails | Search emails based on key filters such as: sender, recipient, subject, body, date, folders, status etc. |
Draft email | Create an email draft the user can review, edit and send later |
Send email | Send an email on behalf of the user. |
Read attachments | Read attachments from selected emails |
List labels | List available labels |
Update labels | Add or remove pre-defined labels from an email |
List folders | List and search for top-level folders |
List contacts | Find contacts based on email or name |
Create contacts | Create contacts for later reference |
Update contacts | Update a contacts name, email or phone number |
Scope and permissions
This connector uses OAuth authentication. 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, 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 |
How to connect Outlook Email
Step 1: Navigate to the Integrations page
Click on "... More" in the sidebar and click on "Integrations" to go to the integrations page.
Step 2: Find Outlook Email in the list of available connectors
Note: If you can not find the connector in the list of available connectors it is either:
Already connected, see your list of active connectors.
Not enabled in your workspace, reach out to your workspace admin to enable it.
Step 3: Connect to the connector
Click on the Card in Step 2 and click "Connect just for me"
Step 4: Initialize the onboarding by clicking on the continue button
Step 5: Sign in and approve the connection
You will be redirected to the connector’s auth flow to sign in and approve the required scopes.
Step 6: Get redirected back to Sana and complete the set up
Once the previous step is completed, you will get redirected back to Sana. Click the Continue button to finish your connection.
FAQ
Q: How do I add content to an agent or a workflow?
A: This connector is real-time and does not index the data. This means that there are no pre-downloaded emails that can be selected in agents and/or workflows. Instead, what you can do if you want your workflow or agent to refer specific emails, you can prompt it to look for specific files by writing e.g. "look at email "X" to..." where X is the name of your email in Outlook Email.
Known limitations
Attachment support: The connector can only read the following file formats in attachments: pdf, jpeg, jpg, png, gif, webp, txt, html, docx. Other file types cannot currently be opened, read, or summarized.
Message flags and categories: The connector does not modify label/category definitions and cannot mark emails as read or unread.
Folders: The connector cannot create, rename, or delete folders in your mailbox. It can only see and work with top‑level folders. While it can tell you whether a top‑level folder contains any sub‑folders, it cannot list those sub‑folders or perform any actions within them.
Contacts: The connector can read and update contacts, but it cannot delete them.