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Overview

The Outlook integration connects your Microsoft email account to Raycaster, letting you send emails, sync your inbox, and run email sequences — all from within your workspace. Outlook Integration Setup

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Setting Up Outlook

1

Open Integration Settings

Navigate to Settings → Integrations in the sidebar.
2

Add Outlook

Find the Microsoft section and click “Add Integration” (or “Add Another Account” if you already have one connected).
3

Choose Scope

Select how this account should be shared:
  • Personal — Only you can send from and view emails for this account
  • Organization — All team members can use this account
Use Personal for your individual work email. Use Organization for a shared mailbox like info@yourcompany.com.
4

Sign In

Click to authorize with Microsoft. You’ll be redirected to Microsoft’s sign-in page to grant permission.Permissions requested:
  • Read your emails
  • Send emails on your behalf
  • Read your profile information
5

Confirmation

Once authorized, the integration becomes active. You’ll see a green status indicator with your connected email address.

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Multiple Accounts

Outlook supports connecting multiple accounts. For example, you might connect:
  • Your personal work email as a Personal integration
  • A shared department mailbox as an Organization integration
Each account operates independently with its own connection and scope settings.

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Syncing Emails

Once connected, you can sync your Outlook inbox to Raycaster:
  • Manual sync — Click the Sync button on the integrations page to pull in recent emails on demand
  • View emails — Navigate to the Emails page (/emails) to see all synced emails
  • Search — Search across all synced emails from within Raycaster

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Sync Details

  • Emails are transformed into a unified format for consistent display
  • Read/unread status is preserved
  • Conversation threads are maintained (using Microsoft’s conversationId)
  • Sync includes recent emails (configurable time range)

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Sending Emails

With Outlook connected, you can send emails from:
  • Sheet Email Composer — Select rows and compose emails with variables
  • Email Sequences — Automated multi-step campaigns
  • AI Chat — Ask the AI assistant to send emails on your behalf
All sent emails appear in both your Outlook Sent Items folder and Raycaster’s Emails page.

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Status Monitoring

The integrations page shows real-time status for each Outlook connection:
IndicatorMeaning
Green checkmarkActive and working. Shows connected email and account details.
Gray circleNot connected or inactive.
Red alertError detected. Check error details for troubleshooting.

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Troubleshooting

  • Verify you’re signing in with the correct Microsoft account
  • Check that your organization’s Azure AD allows third-party app access
  • Admin consent may be required for organizational accounts — contact your IT admin
  • Clear your browser cache and try again
  • Click the manual Sync button to trigger a fresh sync
  • Verify the integration shows an active (green) status
  • Check if the connected email address is correct
  • Microsoft token refresh is handled automatically, but reconnecting may fix token issues
  • Confirm the integration is still active
  • Verify the recipient email address is valid
  • Check the failed email’s error details on the Emails page
  • For organizational accounts, verify your admin hasn’t restricted send permissions

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Disconnecting

To remove an Outlook connection:
  1. Go to Settings → Integrations
  2. Find the Outlook integration you want to remove
  3. Click Disconnect (or the uninstall button)
  4. Confirm the removal
Disconnecting an integration does not delete previously sent emails or synced data. It only prevents future sending and syncing from that account.