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Outlook Integration

Connect your Microsoft Outlook inbox to automatically ingest submission emails into Kantilever.

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Prerequisites

• Microsoft 365 account with Outlook
• Permission to authorize third-party applications

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Connecting Outlook

1. Navigate to Settings > Integrations
2. Find the Outlook card and click Connect
3. Sign in with your Microsoft account
4. Review the permissions and click Accept

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Permissions Requested

Kantilever requests the following permissions:

• Read mail - Access inbox to monitor for submissions
• Send mail - Send responses on your behalf
• Offline access - Maintain connection when you’re not logged in

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How It Works

Once connected, Kantilever:

1. Polls your inbox periodically for new messages
2. Evaluates intake rules to find matching emails
3. Processes matches through AI triage and extraction
4. Updates sync timestamp to avoid reprocessing

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Polling Frequency

Kantilever checks for new emails approximately every minute. New submissions typically appear within 1-2 minutes of email receipt.

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Managing the Integration

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View Status

The integrations page shows:

• Connection status (Active, Error, Disconnected)
• Last sync timestamp
• Any error messages

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Reconnect

If the connection expires or encounters errors:

1. Click Reconnect on the integration card
2. Re-authorize with Microsoft

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Disconnect

To stop email monitoring:

1. Click the menu on the integration card
2. Select Disconnect
3. Confirm the action

Disconnecting does not delete existing submissions or data.

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Troubleshooting

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Emails Not Being Processed

1. Check intake rules - Ensure rules match your email conditions
2. Verify integration status - Look for errors on the integrations page
3. Check spam/junk - Emails in spam folders may not be processed
4. Review sync time - Only emails after last sync are processed

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Authorization Errors

If you see authentication errors:

1. Disconnect the integration
2. Wait a few minutes
3. Reconnect and re-authorize

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Missing Permissions

If Kantilever can’t send emails on your behalf:

1. Disconnect and reconnect
2. Ensure you accept all requested permissions

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Security

• OAuth 2.0 authentication (no passwords stored)
• Tokens are encrypted at rest
• Automatic token refresh
• You can revoke access anytime from Microsoft account settings

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Multiple Inboxes

To monitor multiple inboxes:

1. Each team member connects their own Outlook account
2. Or use a shared mailbox (requires appropriate Microsoft 365 licensing)

Configure intake rules to route emails from different inboxes to appropriate desks.