Outlook

The Any2Info Outlook Add-in integrates directly into Microsoft Outlook and allows users to trigger dataflows, agents, and agent chats from selected emails. The add-in is registered in Outlook via an XML manifest and appears in the Add-ins tab of the Outlook ribbon.

Installation

Install via the Outlook in-client store:

1. Open Outlook in your browser.
2. Navigate to outlook.office365.com/mail/inclientstore.
3. Select My add-ins.
4. Choose Add a custom add-in.
5. Upload the XML manifest.
6. Confirm the installation.

After installation, the add-in becomes available in the Add-ins tab in Outlook.

Platform configuration

The Add-ins configuration defines how external applications, such as the Outlook Add-in, interact with the Any2Info platform.

General settings

Field	Description
Application	The external application that triggers the action (e.g. MS Outlook).
Name	Display name shown to the user in the add-in.
Description	Short description explaining the add-in action.
Successful message	Message shown when execution succeeds.
Failed message	Message shown when execution fails.
Required values message	Message shown when required input is missing.
Icon	Icon displayed in the add-in interface.

Action types

The Action field determines how the platform handles the add-in request.

Dataflow: triggers a predefined dataflow. Use when:

• Processing emails or attachments
• Transforming or storing data
• Integrating with external systems

Required configuration: Flow, select the dataflow that will be executed.

Agent: executes an AI agent. Use when:

• AI-based processing is required
• Decisions or classifications must be made
• Dynamic responses are needed

Agent Chat: starts an interactive chat session with an AI agent. Use when:

• User interaction is required
• Follow-up questions are expected

Entity mapping

Entities define how incoming data from the external application is mapped into the platform.

Email entity example

Each email field can be mapped to a target field used within the platform:

• Subject
• Date
• Body
• From
• To
• CC
• Attachment

Mapping behavior

• Only mapped fields are forwarded to the selected action.
• Multiple entities can be configured per add-in.
• The Mapped only option filters the view to mapped fields only.

Flow selection

When Action = Dataflow, the selected flow determines how the incoming data is processed, for example:

• Flow: Full mail
• Flow: Full mail with attachment

Add-in settings

Language selection: the language of the Outlook Add-in can be selected directly by the user via the settings menu (gear icon) inside the add-in. The available languages depend on the translations configured in the Any2Info platform.

Display texts: all visible texts in the add-in are resolved using Display texts. To support multiple languages, display texts must be defined in the platform and translations must be available for the selected language. If a translation is missing, the default text is shown.

Download logging: the settings menu of the Outlook Add-in allows users to download the execution logs. Downloaded logs are saved to the local Downloads folder of the user’s computer and can be used for troubleshooting and support purposes.

Logout: in the settings menu, the user is also able to log out.

Validation

After configuration:

1. Open Outlook.
2. Select one or more emails.
3. Launch the Any2Info Add-in.
4. Choose the configured action.

Successful execution confirms the platform configuration.

Tips & best practices

• Use clear success and error messages to provide meaningful user feedback.
• Use one add-in per use case to keep actions focused and maintainable.
• Choose the correct action type and only map the required values.
• Design add-ins to support multiple selected emails.
• Always use display texts to enable multi-language support.
• Use the download logging feature for troubleshooting and support.