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    Outlook AI automations

    Ready-made automations that work with Outlook and the other apps you already use.

    What can Charviam automate with Outlook?

    18 Charviam AI automations work with Outlook today, including Appointment Scheduler, Meeting Notes Assistant, Project Status Reporter and 15 more. The largest groups are for Customer Support & Success and HR & Recruiting. Each starts in Shadow mode, so nothing in Outlook changes and no message is sent until you approve.

    Last reviewed

    Outlook is a trademark of its owner. Charviam automations work with Outlook; Charviam is not a partner, reseller or certified provider of Outlook.

    Works with Outlook now

    • Appointment Scheduler

      Meetings booked without back-and-forth emails.

      Productivity & Projects

      Standard

    • Meeting Notes Assistant

      Clear meeting notes, every claim backed by a quote.

      Productivity & Projects

      Review for important actions

    • Project Status Reporter

      Weekly project status, drafted from your task tool.

      Productivity & Projects

      StandardOutlook is optional

    • Report Generator

      Your management report, on time, every number traced.

      Analytics & Reporting

      Review for important actions

    • Email Responder

      Grounded reply drafts for every support email.

      Customer Support & Success

      Review for important actions

    • Follow-up Automation

      Polite follow-ups that stop when they reply.

      Sales & CRM

      Review for important actions

    • Payment Reminder

      Polite payment reminders that stop when paid.

      Finance & Accounting

      Approval for money/legal actions

    • Customer Onboarding

      Every new customer onboarded, no quiet stalls.

      Customer Support & Success

      Review for important actions

    • Expense Categorizer

      Every card spend coded, checked and receipted.

      Finance & Accounting

      Review for important actionsOutlook is optional

    • Sales Assistant

      A sourced account brief before every call.

      Sales & CRM

      Review for important actionsOutlook is optional

    • Upsell Recommender

      Explained upsells when customers truly need more.

      Customer Support & Success

      Review for important actions

    • Churn Prediction

      Know which accounts may leave, and why.

      Customer Support & Success

      Review for important actionsOutlook is optional

    • Webinar Automation

      Every registrant, right time, right link.

      Marketing & Growth

      Standard

    • Job Application Screener

      Evidence-linked summaries; recruiters make every decision.

      HR & Recruiting

      Always human-reviewed (regulated)Outlook is optional

    • Interview Scheduler

      Interviews booked without the email back-and-forth.

      HR & Recruiting

      Standard

    • Employee Onboarding

      Every new hire ready on day one.

      HR & Recruiting

      Review for important actions

    • Backup Automation

      Backups that are checked and restore-tested.

      IT & Data Operations

      Review for important actions

    • Business Insights Dashboard

      One trusted set of business numbers.

      Analytics & Reporting

      Review for important actions

    Questions about Outlook automations

    FAQ

    Available now: Appointment Scheduler, Meeting Notes Assistant, Project Status Reporter, Report Generator, Email Responder, Follow-up Automation, Payment Reminder, Customer Onboarding, Expense Categorizer, Sales Assistant, Upsell Recommender, Churn Prediction, Webinar Automation, Job Application Screener, Interview Scheduler, Employee Onboarding, Backup Automation and Business Insights Dashboard.

    13 of them use Outlook as a main app. For Project Status Reporter, Expense Categorizer, Sales Assistant, Churn Prediction and Job Application Screener, Outlook is optional. Each automation page lists exactly which apps it needs.

    No. Charviam automations work with Outlook, but Charviam is not a partner, reseller or certified provider of Outlook. Outlook is a trademark of its owner.

    No. Every automation starts in Shadow mode. It shows what it would have done, but nothing in Outlook is changed and no message is sent until you move it up to Draft or beyond.

    We quote pricing after a short demo, because it depends on which automations you use and the apps they connect to. Tell us your apps and the job you want off your plate, and we will come back with a quote.

    Put Outlook to work

    Tell us how your team uses Outlook today. We will show an automation in watch-only mode on your own data before anything changes.

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