Skip to main content
Cloudsquid connects to Outlook on a per-project basis. You can link multiple Outlook accounts to the same project, and the same account can be used across different projects.

​
How to connect

You can connect Outlook in two ways: Via the agent: Ask the Cloudsquid agent: “Connect my Outlook account” and it will give you a link to authenticate. Via the Integrations panel: Open your project, go to the Integrations panel, and click Connect next to Outlook. You’ll be taken through the same authentication flow. Either way, once authenticated, Cloudsquid will create a dedicated folder in your mailbox. Emails you move into that folder will be processed automatically.

​
Using your Cloudsquid inbox

Once connected, a folder named cloudsquid_[projectname] will appear in your Outlook mailbox. Any email in that folder is picked up by Cloudsquid and will appear in your project automatically. Moving or copying emails manually: Select any email in Outlook and move or copy it into the cloudsquid_[projectname] folder. It will show up in your project within seconds. Setting up automatic rules: You can create Outlook rules to route emails into your Cloudsquid folder without any manual effort. For example:
  • Automatically move all emails from a specific sender
  • Route emails with certain keywords in the subject line
  • Forward invoices, receipts, or any other email type straight into the project
To set up a rule in Outlook, go to Settings → Rules → Add new rule, set your conditions, and choose Move to folder → cloudsquid_[projectname] as the action.

​
Connecting multiple accounts

You can authenticate with as many Outlook accounts as you need. Just repeat the steps above for each account — each one will get its own folder in that mailbox.

​
Checking your connected accounts

Ask the agent: “What Outlook accounts are connected?” and it will list all active accounts for the current project.

​
Disconnecting an account

Ask the agent: “Disconnect my Outlook account” and provide the email address you want to remove. This will stop processing for that account and remove the connection from the project.