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Outlook email + calendar, captured and acted on

Connect Outlook with OAuth and Klipy turns your inbox into a contact graph, drafting follow-ups so your deals stay current without manual logging.

Klipy connects to Outlook and Microsoft 365 through Microsoft's OAuth flow instead of a password. Once linked, it rebuilds your conversation history into a contact graph and drafts follow-ups for your approval. Calendar access comes bundled, including Teams meeting capture. Nothing sends without your explicit approval.

Outlook and Gmail are the only two mailbox providers Klipy connects to, both through OAuth. Once you link Outlook, Klipy builds your contact graph from real conversation history and drafts follow-ups for approval. Teams meetings get automatic notetaker capture through the same bundled calendar connection.

Free on every plan
Connecting Outlook is included on every Klipy plan, including Free. API access, webhooks, and the MCP server ship standard, with no add-on fee.

Quick answer

Klipy connects to Outlook and Microsoft 365 through Microsoft's OAuth flow instead of a password. Once linked, it rebuilds your conversation history into a contact graph and drafts follow-ups for your approval. Calendar access comes bundled, including Teams meeting capture. Nothing sends without your explicit approval.

At a glance

What you need to know

OAuth

No password shared

Connect through Microsoft's own consent screen; Klipy never sees your password.

+ Calendar

Teams capture bundled

Calendar access comes with the connection, so Teams meetings get automatic notetaker capture with no extra setup.

$0

On every plan

API, webhooks and MCP included, Free included; each inbox counts toward your plan limit.

You connect Outlook through Microsoft's own OAuth flow, not a password. Once you approve access on Microsoft's consent screen, Klipy turns your inbox and calendar into a working contact graph, then drafts the follow-ups you'd otherwise write by hand.

What Klipy does with your Outlook connection

Outlook is one of two supported mailbox providers, alongside Gmail (see which email providers does Klipy support?). Once you connect it, Klipy reconstructs your conversation history and builds the contact graph automatically. It filters incoming mail for real sales signal: engaged replies, meeting requests, objections, new stakeholders. Marketing and billing noise gets discarded. Klipy stores structured summaries of what matters and does not store raw email bodies (see how does Klipy build my deal history?). From there it generates follow-up drafts and to-dos and queues them for your approval; nothing sends on its own.

Calendar access comes bundled with the same connection, so you skip a separate setup step. Teams meetings with a synced calendar link get automatic notetaker capture (see how do I connect the meeting notetaker?), covering the meeting itself rather than Teams chat messages. This is a native capture mechanism: Klipy reads what Outlook already has and turns it into a working pipeline, rather than working around something Outlook leaves out.

How it connects

Connect: go to Settings, then Channels, and click Connect (or Connect Outlook). Sign in with your Microsoft work or personal account and approve the permissions shown on Microsoft's consent screen. Historical import starts in the background (see connecting email and calendar). Organizational Microsoft accounts often require an administrator to approve third-party OAuth apps, so if sign-in fails, check with IT first.

Reconnect: if a token expires, the account shows an Expired badge under Settings, then Channels. Click Reconnect and approve access again through the same OAuth pop-up. Reconnecting restores syncing without losing existing data (see why did my inbox stop syncing?).

Disconnect: from Settings, then Channels, find the account and click Disconnect. This frees that inbox and stops new capture. Contacts and interaction summaries already synced stay in your workspace; drafts tied to that account do not survive disconnect (see what counts as a connected channel?).

Use cases

What you can do with it

I can now let every prospect reply log itself to the right deal, instead of copy-pasting into the CRM.

Klipy drafts replies and next-step emails from your actual Outlook conversations, queued for your approval; nothing sends on its own.

Connecting email and calendar

I can now rebuild my pipeline from Outlook history when I move off another CRM, with no manual export.

Klipy reconstructs your deal history from Outlook's own conversation threads.

How do I migrate from another CRM?

I can now get a Teams call captured without signing in to Teams separately.

The same Outlook Calendar connection picks up Teams meeting links automatically; coverage is limited to meeting capture, not Teams chat.

Connecting the meeting notetaker
Trade-offs

Pros and cons

Pros

  • OAuth only. Klipy never sees or stores your Microsoft password.
  • Calendar access is bundled automatically, so you skip a separate setup step.
  • Teams meeting capture works off the same Outlook connection, with no separate Teams sign-in step.
  • Klipy filters for real sales signal instead of storing raw mail.
  • The flow works the same way for personal Outlook and for Microsoft 365 or Exchange Online.

Cons

  • Only Gmail and Outlook are supported mailbox providers. Zoho Mail, iCloud, Yahoo, and generic IMAP are not.
  • Each additional connected account counts as one of your plan's inboxes.
  • Managed Microsoft 365 or Exchange Online tenants may need IT approval before the app connects.
  • There is no calendar-only mode. Calendar always comes bundled with an email connection.
Sources

Docs and references

FAQ

Frequently asked questions

Does Klipy read all of my Outlook email?

No. Every incoming message passes an intelligence filter, and only messages with real sales signal get processed. Klipy stores structured summaries of what matters and does not store raw message bodies.

Does connecting Outlook let Klipy send email on my behalf?

Only when you explicitly approve a draft inside the app. Nothing sends on its own.

Does Klipy work with Microsoft 365 and Exchange Online, not just personal Outlook?

Yes. Personal Outlook and Microsoft 365 or Exchange Online accounts use the same OAuth flow, though managed tenants may need IT approval before Klipy connects.

What happens if my Outlook connection drops?

The account shows an Expired badge under Settings, then Channels. Reconnecting through the same OAuth pop-up restores syncing without losing existing data.

Does connecting Outlook also cover Microsoft Teams meetings?

Yes. Outlook Calendar comes bundled with the email connection, and Teams meeting links on synced calendar events get automatic notetaker capture without a separate Teams OAuth step. This covers Teams meetings only, not Teams chat messages.

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