If your team uses Microsoft Outlook, Brelly Co-Pilot can help you work with email, calendars, contacts, and follow-up tasks without constantly switching tabs.
That can include finding the right message, drafting a response, scheduling an event, organizing folders, and setting up the next action.
Before You Start
Before using Outlook in Brelly:
Make Sure Outlook Is Enabled For Your Workspace
Make Sure Your Microsoft Account Is Connected In
Settings→IntegrationsOpen The Claim Or Workflow You Are Working On If The Outlook Task Is Claim-Related
If you do not see Outlook in Integrations, ask your workspace admin for help.
Everything Outlook Can Help You Do
With Outlook enabled, Co-Pilot can help you:
Search For Messages By Person, Claim, Subject, Or Mail Folder
Open A Specific Message To Review The Details
Pull Recent Messages Or Browse Messages Inside A Folder
Draft A New Email
Draft A Reply
Draft A Reply-All
Draft A Forward
Send A New Email After You Review It
Send A Saved Draft After You Review It
Add Attachments To Outgoing Emails
Mailbox Organization
Co-Pilot can also help you keep Outlook organized:
List Your Mail Folders
Open A Specific Mail Folder
Browse Child Folders Inside A Main Folder
Create A New Mail Folder
Copy A Message
Move A Message
Move A Group Of Messages In Bulk
Update Message Properties In Bulk In Some Advanced Mailbox Workflows
Create Inbox Rules To Sort Or Route New Email
Create Categories Or Similar Organization Labels In Advanced Outlook Workflows
Calendar
Outlook integration can also help with scheduling:
Create A Calendar
Schedule A New Event
Add Attachments To A Calendar Event
Cancel An Event
Create A Calendar Group
Add Calendar Permissions When Sharing Access Is Needed
Contacts And Follow-Up Work
Co-Pilot can also help you keep people and next steps organized:
Create A New Contact
Create A Contact Folder
Organize Contacts Into Folders
Create A Follow-Up Task
How To Use Outlook With Co-Pilot
To use Outlook in Brelly:
Open The Claim Or Workflow You Are Working On
Open Co-Pilot
Ask Co-Pilot For A Specific Outlook Task
Review The Result Or The Draft It Prepared
Approve The Send Step If Brelly Shows A Review Panel
For example, you might ask Co-Pilot to:
Find The Last Email From A Carrier Or Policyholder
Draft An Update About Claim Status
Prepare A Reply To An Existing Thread
Schedule A Follow-Up Event
Create A Task To Remind You About Next Steps
Move Messages Into A Specific Folder
Sending Still Needs Your Review
If Co-Pilot prepares a new Outlook email or a reply, Brelly still gives you a chance to review it before anything is sent.
You should still:
Confirm The Recipient
Check The Message Wording
Review Any Attachments
Make Edits If Needed
Click
SendIn The Review Panel If You Want It To Go Out
This matters because drafting a message and sending a message are separate steps.