Skip to main content

Use case

Microsoft 365 and Outlook agent

Microsoft 365 is a first-class peer to Gmail in Helix. The same agent identity, the same approval policy, the same audit log — driven from Claude, ChatGPT, Cursor, n8n, or a direct REST caller against your work mailbox.

How it works

  1. 01

    Connect Microsoft 365 or Outlook.com

    OAuth into your work or personal Microsoft account in under a minute. Helix uses the Nylas v3 connector — the same plumbing thousands of production email apps already use against Microsoft Graph.

  2. 02

    Pick a template and calibrate tone

    Drop in a stalled-deal chaser, recruiter coordinator, or lead qualifier. Tone, approval rules, and scopes are bound to the identity — not to the mail provider — so the agent reads the same on Outlook as it does on Gmail.

  3. 03

    Drive it from any MCP client

    Point Claude, ChatGPT, Cursor, or n8n at the Helix MCP endpoint. Outbound sends and calendar writes queue for approval; the audit log captures provider, identity, and approver per action.

In plain prose

Microsoft 365 has been the email backbone for roughly half of large enterprises for a decade, and yet most "AI inbox" products ship Gmail-first with an Outlook preview months behind. Helix treats the two providers as peers — the same agent identity reads availability, drafts replies, and queues sends regardless of which side of the Microsoft-Google line the mailbox lives on.

The mechanics matter. Microsoft Graph has its own quirks — shared mailboxes, delegated access, retention labels, Information Protection sensitivity tags — and Helix inherits Nylas v3's production handling for all of them. Tokens refresh on their own; revoked grants surface in the dashboard; per-identity scopes mean the agent never sees more of the tenant than it needs.

For regulated buyers, the audit log is the answer to the "what did the agent do as me last week" question. Every send, calendar write, and approval decision is captured with identity, approver, and timestamp, and the data is exportable for compliance review.

FAQ

Does Helix support shared mailboxes and delegated access?

Yes. Microsoft Graph shared mailboxes and delegated send-as flows are supported via the Nylas v3 connector. The agent identity declares its delegation scope explicitly so audit events trace back to the right human.

What about Information Protection / sensitivity labels?

Helix preserves Microsoft Information Protection sensitivity labels on outbound mail and exposes the label as a rule attribute, so an identity can require approval on anything tagged Confidential.

Can I use my own Microsoft Entra app instead of the shared Nylas one?

Yes. Helix supports BYO Microsoft Entra applications for tenants that need a finalised admin consent flow or in-tenant token boundary. Most teams stay on the shared Nylas application.

Next step

Ship this workflow: Bridge Microsoft 365 to n8n · Audit trail for AI agents.

Newsletter

Get the playbook for this workflow.

A 1-page playbook with the prompt, sources, and approval policy.

No spam. Unsubscribe in one click.