Outlook
An Outlook AI assistant that handles the follow-up after the summary
If your business runs on Microsoft 365, Outlook is where customers, vendors, and applicants reach you. TeamShift connects to your Outlook mailbox and calendar and routes what comes in to the right AI worker. Support triages the inbox and drafts replies, Sales answers inbound leads and chases open quotes, Finance pulls bills and follows up on invoices, and People schedules interviews on your Outlook calendar. Drafts and calendar holds wait for your approval. In Company Brain you choose which mailboxes and folders the team may read, including shared mailboxes.
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Outlook: the short answers
What can an AI assistant do in Outlook?
An AI assistant in Outlook can triage the inbox, summarize long threads, draft replies, and propose meeting times. Microsoft's Copilot in Outlook handles the reading and writing well inside the app. TeamShift picks up the work that comes after: logging the lead in your CRM, scheduling the interview, matching the bill in QuickBooks, and checking days later that the customer answered, with sends and calendar changes waiting for your OK.
Should I use Copilot in Outlook or TeamShift?
Use Copilot in Outlook if you mainly want faster reading and writing: Summary by Copilot on a thread and Draft with Copilot for a new message. Use TeamShift when the email is the start of a job that touches other apps and takes days, like quoting, collections, or hiring. Plenty of businesses run both: Copilot to help write, TeamShift to follow through.
Can TeamShift work with a shared Outlook mailbox?
Yes, if you connect it. Many small businesses run info@ or office@ as a shared mailbox in Microsoft 365. In Company Brain you choose which mailboxes and folders TeamShift may read. Support can then sort the shared inbox, draft replies, and route items to the right person, while every outgoing message waits for approval.
Who does what
The jobs your team takes
Operations lead
- Turns the overnight Outlook inbox into a morning brief and task board, then checks later that each item was closed.
Support worker
- Triages the Outlook inbox and shared info@ mailbox, files routine mail into folders, and drafts replies to customer questions for your review.
Customer success worker
- Sends appointment reminders and post-job review requests from Outlook as drafts you can approve in batches.
Sales worker
- Drafts a reply within minutes, for your OK, to new web inquiries landing in Outlook, and creates the matching contact and deal in your CRM.
Finance worker
- Finds unpaid invoices in QuickBooks and drafts polite Outlook reminders on a schedule you set, stopping when payment posts.
People worker
- Proposes interview slots from your Outlook calendar, drafts the invitation, and holds the time once you approve.
Stays with you
What never runs without you
- Approving every outgoing message and calendar invite
- What shared mailboxes and folders the team may read
- Quotes, refunds, and anything that commits money
- Deleting mail or changing mailbox rules
Anything that sends, pays, publishes, or deletes waits for your OK, and every step is recorded. How approval works.
By the numbers
The numbers behind it
- Copilot in Outlook: Microsoft's Copilot in Outlook offers Summary by Copilot at the top of an email thread and Draft with Copilot for writing new messages from a prompt.
Sources: Microsoft Support, Summarize an email thread with Copilot in Outlook.
FAQ
Questions owners ask
Do I need a Copilot license to use TeamShift with Outlook?
No. TeamShift connects to Outlook separately and does not depend on a Microsoft Copilot license.
Does it work with classic Outlook and new Outlook?
TeamShift works with the mailbox and calendar in your Microsoft 365 account, so it does not matter which Outlook app you read mail in.
Can it handle Outlook calendar too?
Yes. Workers can propose times and prepare invites, but anything that commits your calendar waits for your OK.
How do I stop it from reading personal folders?
In Company Brain you pick exactly which mailboxes and folders TeamShift may read. Anything you leave unchecked stays out.
Pricing
Pay by usage, not per seat
Creating your workspace is free. The work your team runs is billed at 3x its compute cost, quoted with a maximum before it starts. No subscription, no seats, no per-job products. See pricing.