PRACTALUMA INTEGRATIONS
Outlook
Read messages with Luma and review suggested replies in your Outlook Drafts folder.
01 / THE OVERVIEW
The connection.
Connect your Microsoft inbox for message review and reply drafting. Practice outbound email and referral inbox routing are available through separate mailbox configurations.
02 / THE POSSIBILITIES
What you can do.
- Read inbox messages and match senders to clients.
- Create reply drafts for you to review in Outlook.
- Connect a practice mailbox for outbound messages or incoming referrals.
03 / GETTING STARTED
How to connect.
Connect your Microsoft mailbox in the relevant email settings.
Select the personal or practice email workflow you need.
Review the account connection and permissions.
Good to know
The personal inbox assistant cannot send email. Practice outbound sending and referral intake are separate workflows with their own settings.
Your tools. A more connected day.
Explore how Outlook fits into your PractaLuma workflow.