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:
Open Outlook in your browser
Navigate to:
Select My add-ins
Choose Add a custom add-in
Upload the XML manifest
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
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.
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:
Open Outlook
Select one or more emails
Launch the Any2Info Add-in
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
1.0
January 13, 2026
Initial documentation version added.
Last updated
Was this helpful?