AI for Microsoft Outlook that knows the rest of your business
Microsoft Outlook holds your inbox, your calendar and your bookings. Liaison connects to it with access you grant and reads the mail and the calendar, learns how you write from what you have already sent, and handles the replies, the scheduling and the follow-ups.
Because it reads Microsoft Outlook together with your CRM, your calls and your projects, an answer about your inbox, your calendar and your bookings comes with the rest of the picture. You keep Microsoft Outlook; nothing is replaced or re-entered.
What Liaison does with Microsoft Outlook
- Sorts the inbox into needs you, answered and handled, and sends the routine replies in your voice.
- Fills cancelled slots, reschedules, and confirms with both sides.
- Writes a brief before each meeting from the mail, the CRM and the books.
- Turns what you promised on a call into drafts and tasks before you are back at your desk.
Questions it answers across Microsoft Outlook and your other tools
- “What in my inbox actually needs me today?”
- “What did I promise people on calls this week, and is any of it overdue?”
- “Who is on the calendar tomorrow, and what do I need to know before each meeting?”
- “Which booking slots are open this week, and who should we offer them to?”
What it reads in Microsoft Outlook
13 kinds of Microsoft Outlook data Liaison can read on its own, every time it answers a question or does a job.
- Download AttachmentDownload an email attachment to /tmp
- Find Contacts
- Find EmailFind (search, list, or count) email messages in a Microsoft Outlook mailbox via Microsoft Graph
- Find Shared Folder EmailSearch for an email in a shared folder in Microsoft Outlook
- Get Current User
- Get Folder
- Get Message
- Get Shared Folder
- List ContactsGet a contact collection from the default contacts folder
- List Folders
- List Important Mail
- List LabelsGet all the labels/categories that have been defined for a user
- List Shared Folders
What it can do in Microsoft Outlook
11 actions Liaison can take in Microsoft Outlook. It does the ones you have approved, in your voice; anything that moves money waits for your yes.
- Add Label to EmailAdds a label/category to an email in Microsoft Outlook
- Create ContactAdd a contact to the root Contacts folder,
- Create Draft EmailCreate a draft email,
- Create Draft ReplyCreate a draft reply to an email
- Modify Email
- Move Email to FolderMoves an email to the specified folder in Microsoft Outlook
- Remove Label from EmailRemoves a label/category from an email in Microsoft Outlook
- Reply to EmailReply to an email in Microsoft Outlook
- Save ContactCreate or update an Outlook contact (upsert)
- Send EmailSend a new email, reply to an existing message, or save a draft, all in one tool
- Update ContactUpdate an existing contact,
Works alongside Microsoft Outlook
The tools Liaison most often reads together with Microsoft Outlook.
Liaison in Microsoft Outlook, set up with you, for $629 a month.
- Connects to Microsoft Outlook with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
- Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
- Answers a question about Microsoft Outlook with the rest of the picture: the customer, the invoice, the thread, the calendar.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace Microsoft Outlook?
No. You keep Microsoft Outlook exactly as it is. Liaison connects to it, reads it together with your CRM, your calls and your projects, and does the work in it the way a person on your team would.
How does Liaison connect to Microsoft Outlook?
With access you grant from your own Microsoft Outlook account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.
Can Liaison act in Microsoft Outlook without asking?
It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.