# Outlook add-in

**Category:** Add-in

**Version:** 1.0

**Last updated:** Januari 13, 2026

**Author:** Any2Info

***

### Description

The Any2Info Outlook Add-in integrates directly into Microsoft Outlook and allows users to trigger dataflows, agents and agent chats from selected emails. The add-in is registered in Outlook via an XML manifest and appears in the Add-ins tab of the Outlook ribbon.

***

### Installation

Install via Outlook In-Client Store

**Steps:**

1. Open Outlook in your browser
2. Navigate to:

   <https://outlook.office365.com/mail/inclientstore>
3. Select **My add-ins**
4. Choose **Add a custom add-in**
5. Upload the XML manifest
6. Confirm the installation

After installation, the add-in becomes available in the **Add-ins** tab in Outlook.

***

### Platform Configuration – Add-ins

The Add-ins configuration defines how external applications, such as the Outlook Add-in, interact with the Any2Info platform.

#### General Settings

| Field                       | Description                                                          |
| --------------------------- | -------------------------------------------------------------------- |
| **Application**             | The external application that triggers the action (e.g. MS Outlook). |
| **Name**                    | Display name shown to the user in the add-in.                        |
| **Description**             | Short description explaining the add-in action.                      |
| **Successful message**      | Message shown when execution succeeds.                               |
| **Failed message**          | Message shown when execution fails.                                  |
| **Required values message** | Message shown when required input is missing.                        |
| **Icon**                    | Icon displayed in the add-in interface.                              |

#### Action Types

The **Action** field determines how the platform handles the add-in request.

#### Dataflow

Triggers a predefined dataflow.

**Use when:**

* Processing emails or attachments
* Transforming or storing data
* Integrating with external systems

**Required configuration:**

* Flow: Select the dataflow that will be executed

#### Agent

Executes an AI agent.

**Use when:**

* AI-based processing is required
* Decisions or classifications must be made
* Dynamic responses are needed

#### Agent Chat

Starts an interactive chat session with an AI agent.

**Use when:**

* User interaction is required
* Follow-up questions are expected

### Entity Mapping

Entities define how incoming data from the external application is mapped into the platform.

#### Email Entity Example

Each email field can be mapped to a target field used within the platform.

| Source Column |
| ------------- |
| Subject       |
| Date          |
| Body          |
| From          |
| To            |
| CC            |
| Attachment    |

#### Mapping Behavior

* Only mapped fields are forwarded to the selected action.
* Multiple entities can be configured per add-in.
* The **Mapped only** option filters the view to mapped fields only.

### Flow Selection

When **Action = Dataflow**, the selected flow determines how the incoming data is processed.

Example:

* **Flow:** Full mail
* **Flow:** Full mail with attachment

### Addin settings

#### Language selection

The language of the Outlook Add-in can be selected directly by the user via the **settings menu** (gear icon) inside the add-in. The available languages depend on the translations configured in the Any2Info platform.

#### Display Texts

All visible texts in the add-in are resolved using **Display Texts**.

To support multiple languages:

* Display texts must be defined in the platform
* Translations must be available for the selected language

If a translation is missing, the default text will be shown.

#### Download logging

The settings menu of the Outlook Add-in allows users to download the execution logs.

Downloaded logs are saved to the local **Downloads** folder of the user’s computer and can be used for troubleshooting and support purposes.

#### Logout

In the settings menu, the user is also able to log out.

### Validation

After configuration:

1. Open Outlook
2. Select one or more emails
3. Launch the Any2Info Add-in
4. Choose the configured action

Successful execution confirms the platform configuration.

***

### Tips & Best Practices

* Use clear success and error messages to provide meaningful user feedback
* Use one add-in per use case to keep actions focused and maintainable
* Choose the correct action type and only map the required values
* Design add-ins to support multiple selected emails
* Always use display texts to enable multi-language support
* Use the download logging feature for troubleshooting and support

***

### Changelog

| Version | Date             | Change                               |
| ------- | ---------------- | ------------------------------------ |
| **1.0** | January 13, 2026 | Initial documentation version added. |


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://academy.any2info.com/any2info-academy/no-code-platform/tools/add-ins/outlook-add-in.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.