✉️Outlook
1. How to start
1.1 Connect to Your Outlook Account
Open the Personal AI application and navigate to the Integrations page
Look for the Outlook integration option
Click on "Connect" to initiate the connection process
You will be redirected to sign in to your Microsoft account
Grant the necessary permissions for Personal AI to access your Outlook
2. How to upload
2.1 Select Labels to Sync
After connected, you'll be directed back to the integration page
After click the "Sync from Outlook", you'll be presented with a popup of selecting Outlook labels
Choose which labels you want to sync with Personal AI
You can select multiple labels
Click "Save" or "Add" to confirm your selection
Personal AI will begin uploading emails from the selected labels
A progress bar will indicate the status of the upload
This process may take some time depending on the volume of emails
3. How to Manage
3.1 Check the Uploaded Label
Navigate to the Email View in the Outlook integration
Click on the "Synced Labels" tab
Review the uploaded labels
3.2 Assign the file to other Personas
Navigate to the Email View in the Outlook integration
Click on the "More" button in the end of card
Select the "Assign to Personas" option
A dropdown menu will appear, click “personas” you want to sync
Support multiple select
3.3 Edit Files
Navigate to the Email View in the Outlook integration
Click on Edit button or click the file card
The page will change to file editor
3.4 Delete Files
Navigate to the Email View in the Outlook integration
Click on the "More" button to open the menu
Select the "Delete" option
A confirmation popup will appear; click "Confirm" to delete the email
4. Outlook Account
4.1 Connect to Multiple Account
Click email account
Click "Connect to a new account" on the bottom
You will be redirected to sign in to your Microsoft account
Grant the necessary permissions for Personal AI to access your Outlook
4..2 Switch Account
Click account you want to switch
The account will replace to the new selected account
4.3 Delete Account
Click the garbage can icon beside the email account
A confirmation popup will appear; click "Delete" to delete the account
5. Sync
5.1 Manually Sync
Enter Synced Labels
Click the 3-dots button (More button) to open the menu
Select “Manually Sync Label”
5.2 Auto Sync
By default, Personal AI automatically syncs your selected Outlook label every 24 hours
6. Troubleshooting
If you encounter connection issues, look for a "Reconnect" button near your email account
If you see a warning icon near your email account, it indicates an expired background account. Click the email to open the menu and reconnect.
For persistent problems, you may need to disconnect and reconnect your account
Last updated
