HeyBobTurn an Outlook inbox into finished work.
Connect Outlook and Bob finds the thread that matters, writes the reply with what he knows from your other tools, and asks before anything sends. In the HeyBob app on Mac, Windows and Linux, or in Slack.
- Your own Microsoft account
- Asks before he sends
- A receipt on every job
What Bob can do in Outlook.
He uses what the Outlook connection offers for your account, and tells you plainly when a job needs something it does not. Outlook is most useful as one part of a bigger job.
Search and read
Find the thread by customer, sender or date, and read it end to end.
Prepare replies
He writes the reply and shows it to you. Writing is not sending.
Send, move or change
He shows you the email and waits for your OK, unless you have allowed that exact kind of send.
Six things to hand him.
Say it the way you would to a new hire.
“Find the latest Outlook thread with Contoso and sum up the decisions, open questions and owners.”
A read-only start. Nothing in the mailbox changes.
“Use the Contoso thread, the Salesforce opportunity and the launch plan in OneDrive to write a reply. Do not send it.”
A reply built on more than the inbox.
“Find customer threads from the last two weeks where we promised a next step and never followed up. Show me where.”
He finds the gaps and shows his evidence.
“Send the release update we just approved to everyone on the thread.”
He shows you the final email and waits for your yes.
“Each weekday, sum up new mail from our priority accounts alongside any Salesforce stage changes.”
Check the first one, then let it run.
On a meeting’s action item, “send Dana the revised quote by Friday,” tap Have Bob do it.
The notes already say what you promised. He writes it, you say send.
Connected in a minute.
Tell Bob to connect Microsoft Outlook.
Tap the button he posts and sign in with Microsoft.
Read what Microsoft asks you to allow. Your company’s Microsoft admin may need to approve it.
Come back and ask again. The job picks up from there.
Each person connects their own Outlook. Bob never asks for a password in chat, and he can’t see mail outside the account you connected.
Start with a summary, then add one send.
- He sees what you see. Your mailbox, not every mailbox in the company.
- Your Microsoft admin has a say. Company settings can limit what any connected app may do.
- Keep the OK on sends. Sending, moving or changing email stays behind your yes until a repeat job has earned it.
- Calls feed the inbox. HeyBob takes notes on any call with no bot joining, and each action item can become a reply.
Common questions.
How does Bob connect to Microsoft Outlook?
Ask him to connect it, tap the button he posts and sign in with Microsoft. No password goes into chat.
What can Bob do with Outlook?
Search and read mail, prepare replies, and send or change email once you say yes, as far as the Outlook connection and your Microsoft settings allow.
Does Bob ask before sending email?
Yes. Sending or changing email waits for your OK by default. You can later allow one trusted, repeat kind of send.
Can Bob read every mailbox in Microsoft 365?
No. Only the account that was connected, within what your Microsoft admin allows.
Hand Bob the reply you keep putting off.
$100 of work, on us. Set up in 2 minutes.