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Before you begin

Prepare to connect to Microsoft As part of the integration, you need the following:
  • Allowlist the Next Matter domain
  • Create a service account that will be used for connecting the integration
  • Connect the integration in Next Matter (Automations library) and accept the required permissions Read more about all the required steps.

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Use the Outlook integration

The Outlook integration enables you to send emails using your domain. However, you can only use one Outlook account (the one you connect the integration with) to send the emails.

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Send email

  1. Click Workflows > + Create new… > Create a new workflow and give your workflow a name. If you have a workflow ready, click … > Edit workflow.
  2. Click + Add step and select Integrations > Microsoft Outlook.
  3. Click the step and click Configure integration.
  4. Select the Send email operation.
  5. Enter the recipient and the body of the email to send. The body can be standard text or HTML.
If you have a list of recipients, separate the addresses with a comma.
  1. (Optional) To add any attachments, select the file as data reference, or provide a public URL. If you add several URLs, separate them with a comma.
Each file has a size limit of 50MB.
  1. If you want to use the step status (Success or Failed) as data reference, choose message in Select data to reuse.
  2. Save your changes.