Connect Microsoft Outlook to the rest of your firm workflow.
Awditify connects with Microsoft Outlook so firms can sync inbox messages, manage calendar events, and route client communication into the same workspace used for engagements, follow-up, and internal coordination — without leaving Microsoft 365.
At a glance
What this covers
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Outlook mailbox sync
Connect Outlook through the firm integrations workspace. Messages sync into the shared triage inbox, manual or background.
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Email triage workflow
Assign Outlook messages to staff, set status and priority, add follow-up dates, and link email to engagements.
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Calendar management
View, create, update, and delete Outlook calendar events from inside Awditify. Scheduling stays close to firm work.
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Secure OAuth connection
OAuth-based connection flow. Provider credentials stored encrypted. Reconnect and disconnect from the admin surface.
How it works
How it fits together
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Outlook mailbox sync
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Email triage from Outlook messages
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Outlook calendar workspace
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Account and integration visibility
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Secure connection handling
Outlook mailbox sync
Outlook messages flow into the same shared triage workspace used for Gmail.
Connect Microsoft Outlook through the firm integrations workspace
Sync inbox messages into Awditify Email Triage
Run manual "Sync Emails Now" updates to refresh the inbox at any time
Background mailbox sync keeps messages current while staff continue working
Last synced time is visible for full transparency
Email triage from Outlook messages
Outlook messages get a full triage workflow: assignment, status, priority, notes, and engagement links.
Review Outlook email in the shared triage workspace
Assign messages to any team member
Set triage status and message priority
Add follow-up dates and internal notes for handoff and review
Link emails to firm engagements so client communication stays connected to delivery work
Download email records and attachments when needed
Outlook calendar workspace
Manage calendar events from inside the firm workspace.
View upcoming Outlook calendar events in Awditify
Create calendar events from the integration calendar
Update event details when plans change
Delete events when they are no longer needed
Keep scheduling closer to firm operations instead of isolated in a separate tab
Account and integration visibility
See what is connected, what has synced, and what needs attention.
View connected account profile details from the integration page
Review recent emails and upcoming events from the integration detail screen
Track active integrations, sync activity, failed syncs, and synced data volume
Toggle, sync, or disconnect the provider from the firm admin surface
Secure connection handling
Outlook connects through a standard, controlled OAuth flow.
OAuth-based connection flow — no passwords stored in Awditify
Provider credentials are stored encrypted at rest
Reconnect and disconnect workflows are handled from the integrations page