Outlook Agent Tool

Defines an Outlook Tool that enables the Tools AI Agent to access Outlook on behalf of a user.

The example below shows an agent that reads all Word documents in a OneDrive folder, summarizes them, and emails the summaries using the Outlook Agent Tool along with the original documents as attachments. The "brain" that drives the agent, determining which tools to use, and generating the summaries, is the Azure OpenAI chat model.

The following prompts are used:

System prompt

You are an agent that will use the tools provided to you to perform the tasks requested by the user.  
If you cannot perform the task, stop without any retries.

User prompt

From OneDrive, get all Word (.docx) documents in the 'Work' folder.
For each document, get the file and create a summary.
Send an email from luke.skywalker@rebellion.com to darth.vader@empire.com that contains all the summaries.  
Use the subject: 'Summary'.
Include all the Word documents as attachments to the email.

Properties

Name	Type	Description
Title	Optional	The title of the tool.
Connection	Required	A Microsoft 365 Outlook connection which grants Profitbase Flow access to the email account.
Capabilities	Optional	Specifies what actions the tool is allowed to perform. See details below.

Capabilities

AI agents operate autonomously by reasoning about which actions to perform in order to complete a task. Given a set of tools, you may want to restrict agents from performing potentially harmful tasks or limit the number of available tools to improve their accuracy.

The Capabilities property specifies what the agent is allowed to do.

Name	Description
Send email	Specifies whether the tool is allowed to send emails.