Outlook Integration

Outlook Calendar and Inbox Context, in One Brief Before the Door

Made by

Secondbody.ai

Microsoft 365 connector

Category

Calendar & Email

Used for

Pre-⁠visit briefs

Between-⁠visit drills

Follow-⁠up drafts

Debriefs

Users

Field reps

Account managers

Managers

33%

Parkingeye's top-usage division over target by May

8–10 / 10

GBUK cold-call scores for consistent users, vs 6

~1 week

Manager time GBUK gets back every month

0 days

Rentokil reps taken off the road to practise

Real results, real teams

See it in action

Most field teams on Microsoft live in Outlook. Connect it and Rory sees the day's visits and the email thread behind each one. Before the meeting: a brief with the last exchange, the open ask and the objection to expect. Between visits: a drill. On the drive back: a voice debrief that Rory turns into objections, commitments and a follow-up draft the rep reads, edits and sends. Rory works without any of this on day one. Outlook just makes the brief sharper.

What is Outlook?

Microsoft Outlook is the email and calendar client inside Microsoft 365. In enterprise field organisations it is where meetings get booked and where the written record of an account relationship actually sits.

Integration

What Data Do Outlook & SecondBody Share?

Calendar Events and the Threads You Allow

SecondBody reads upcoming calendar events, and email threads with the accounts you choose to connect. It uses them for the brief and the follow-up draft, nothing more. The rep sends every email themselves. No meetings are recorded. You can scope access to calendar only if you prefer.

Scoped Access

Rep Sends, Rory Drafts

No Meeting Recording

How Outlook Becomes Readiness

Brief: the last email and the next meeting become one four-minute prep by voice. Drill: the ask sitting in the thread becomes the scenario the rep practises before walking in. Follow-up: the debrief becomes a draft in the rep's voice, ready to check and send before the next stop.

Briefs From Threads

Follow-Ups From Debriefs

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