Docs / Integrations

Microsoft 365 / Outlook

Overview

If you run on Outlook or Microsoft 365, connect your mailbox and Setell watches it for inbound quote requests — the same way it does for Gmail. New requests land in your review inbox as drafted jobs.

The connection is read-only. Setell asks for permission to read mail and nothing else. It never sends, never replies, never files, never deletes.

Setell never sends from your mailbox. Your quotes go out through Setell's sending domain or your own verified domain — see docs/integrations/sending-domain. Connecting Microsoft 365 only lets Setell see what arrives.

Before you start

A Microsoft 365 or Outlook account you can sign in to.
One mailbox per Setell account. A mailbox already connected to a different Setell account has to be disconnected there first.
If your organisation locks down app access, your IT admin may need to approve Setell before the connection completes.

Connect your mailbox

Go to Settings and find the Microsoft 365 card.
Click to connect. You'll be sent to Microsoft to sign in.
Review what Setell is asking for — read access to your mail, and permission to keep the connection alive so it doesn't drop every hour.
Approve. You come back to Setell and the card shows the connected mailbox.

Setell then checks the mailbox for new quote requests on a schedule. Nothing else in your inbox is touched.

What Setell reads

Incoming mail that looks like a quote request. It classifies what arrives and only turns the relevant ones into jobs.
The thread on a job, so replies attach to the right job instead of opening a duplicate.
Attachments on those messages — drawings, photos, spec sheets — which become job files. See docs/quotes/attachments.

What comes in goes to your review inbox first, not to a customer. See docs/quotes/inbox-triage.

Disconnect

Settings → Microsoft 365 → Disconnect.
Setell stops reading the mailbox immediately and drops its stored access.

Your jobs, quotes, and customers stay exactly as they are. Only the inbound feed stops.

What happens next

New quote requests appear in your review inbox, usually within minutes.
Setell drafts a quote for the ones it can, and you approve or reject each one.
Outbound is unaffected — it continues to go out through your Setell sending setup.

Troubleshooting

"Your IT admin needs to approve Setell's access to your Microsoft inbox." Your organisation requires admin consent for new apps. You're still signed in to Setell — ask your admin to approve access, then connect again from Settings.
"That Microsoft mailbox is already connected to another Setell account." A mailbox belongs to one Setell account at a time. Disconnect it from the other account first.
Connected, but nothing is coming in. Check that quote requests are actually arriving in that mailbox and not being filtered into a folder before Setell sees them. Then confirm the card still reads connected — an expired connection shows there.
It stopped working after a password change. Microsoft invalidates the connection when credentials change. Reconnect from Settings.
Still stuck → docs/reference/troubleshooting.

FAQ

Can Setell send email from my Outlook account? No. It only ever reads. Sending is a separate path — docs/integrations/sending-domain.
Will it read my whole mailbox? It looks at incoming mail to find quote requests. It doesn't archive, copy, or index your mailbox for anything else.
Can I connect Gmail and Microsoft 365 at the same time? Connect the mailbox your quote requests actually arrive in. If you want a dedicated route instead, use your Setell forwarding address — see docs/getting-started/email-intake.
Does this cost extra? No. Inbound connection is on every plan.
What if I'd rather not connect a mailbox at all? Forward requests to your Setell address instead. See docs/getting-started/inbound-setup.

docs/getting-started/inbound-setup · docs/getting-started/email-intake · docs/quotes/inbox-triage · docs/integrations/sending-domain · docs/quotes/attachments

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