Set up Creatio.ai add-in for Microsoft Outlook and Microsoft Teams

Level: beginner

Each Creatio user can use Creatio.ai chat panel directly from the Microsoft Outlook or Microsoft Teams by installing Creatio.ai add-in. Creatio.ai add-in for Outlook brings AI-driven CRM intelligence and no-code automation. The add-in lets sales teams, account managers, and customer success specialists configure AI skills based on your business needs without writing a single line of code.

Using Creatio.ai, you can automate repetitive tasks, retrieve CRM insights, and interact with AI-powered virtual agent assistants to streamline sales operations directly in Outlook or Teams.

Setup procedure

1. Set up Microsoft 365 integration in Creatio

Contact system administrators to execute the following actions:

• For Creatio in the cloud, determine Creatio users who can access the Creatio.ai add-in and fill out the Permitted users expanded list to grant access to authorize Outlook and Teams via authorization code grant. Learn more: Generate OAuth 2.0 client credentials (step 8).

• For Creatio on-site, complete the full configuration using parameter values listed in the table below. Instructions: Generate OAuth 2.0 client credentials.

  Parameter	Parameter value
  Primary parameters
  Name*	Creatio.ai add-in for Outlook and MS Teams
  Application URL	https://academy.creatio.com/docs/8.x/no-code-customization/customization-tools/ai-tools/creatio-ai/creatio-ai-for-outlook
  Description	Creatio.ai add-in for Outlook and Teams brings AI-driven CRM intelligence and no-code automation directly into your Microsoft communication tools.
  Additional parameters
  Application logo
  Authorized redirect URIs	https://office365.creatio.ai/outlook/dialog-exit.html https://office365.creatio.ai/teams/creatio-auth-exit.html
  Permitted users	Fill out the value based on your business goals

2. Install Creatio.ai add-in

Install Creatio.ai add-in for Outlook

You can install the Creatio.ai add-in for Outlook in one of the following ways:

• from Microsoft Outlook
• directly from Microsoft AppSource

Install Creatio.ai add-in from Microsoft Outlook for a new Outlook desktop app or Outlook Web

1. Open the Outlook desktop app or Outlook Web.

2. Open the Add-ins for Outlook page. To do this, go to the Outlook navigation panel → click → Add apps. This opens the Apps page (Fig. 1).

   Fig. 1 Apps page

   

3. Find the Creatio.ai add-in. To do this, go to the Search apps and more field → enter the "Creatio.ai" search query → select the Creatio.ai add-in. This opens the Creatio.ai add-in window (Fig. 2).

   Fig. 2 Creatio.ai add-in window

   

4. Click Add. The installation might take some time.

As a result:

• The Creatio.ai add-in will be added to the Apps menu (Fig. 3). Use Creatio.ai when working with a single email or the message list.

  Fig. 3 Creatio.ai add-in in the Apps menu

  

• The "Creatio.ai" group that includes the Creatio.ai button will be added to the Event tab on the New event window (Fig. 4). Use Creatio.ai when working with a single event in a separate window.

  Fig. 4 Creatio.ai add-in in the New event window

  

Install Creatio.ai add-in from Microsoft Outlook for a classic Outlook desktop app

1. Open the classic Outlook desktop app.

2. Open the Add-ins for Outlook page.

   Depending on the Outlook version you have installed, use one of the following ways:

   • Go to the Outlook ribbon → click File → Manage Add-ins. This opens new Outlook Web and displays the Add-Ins for Outlook tab (Fig. 5).

     Fig. 5 Add-Ins for Outlook tab

     

   • Go to the Outlook navigation panel → click → Add Apps. This opens the Apps page (Fig. 1).

3. Find the Creatio.ai add-in.

   • If you open the Add-ins for Outlook from the ribbon, go to the Search add-ins field → enter the "Creatio.ai" search query → select the Creatio.ai add-in. This opens the Creatio.ai add-in window (Fig. 6).

     Fig. 6 Creatio.ai add-in window

     

   • If you open the Add-ins for Outlook from the navigation panel, go to the Search apps and more field → enter the "Creatio.ai" search query → select the Creatio.ai add-in. This opens the Creatio.ai add-in window (Fig. 2).

4. Click Add. The installation might take some time.

As a result, the "Creatio.ai" group that includes the Creatio.ai Agent button will be added to the following tabs:

• The Home tab on the Outlook ribbon (Fig. 7). Use Creatio.ai when working with a single email in the message list.

  Fig. 7 Creatio.ai add-in on the Home tab

  

• The Message tab on the New email window (Fig. 8). Use Creatio.ai when working with a single email in a separate window.

  Fig. 8 Creatio.ai add-in in the New email window

  

• The Meeting tab on the New meeting window (Fig. 9). Use Creatio.ai when working with a single meeting in a separate window.

  Fig. 9 Creatio.ai add-in in the New meeting window

  

• The Appointment tab on the New appointment window (Fig. 10). Use Creatio.ai when working with a single appointment in a separate window.

  Fig. 10 Creatio.ai add-in in the New appointment window

  

Install Creatio.ai add-in directly from Microsoft AppSource

1. Open the Microsoft AppSource.

2. Find the Creatio.ai add-in. To do this, go to the Search AppSource Apps field → enter the "Creatio.ai" search query → select the Creatio.ai add-in. This opens the Creatio.ai page (Fig. 11).

   Fig. 11 Creatio.ai window

   

3. Click Get it now.

4. Confirm the installation. To do this, click Continue.

5. Log in to Microsoft account using your credentials if needed.

   The installation might take some time.

As a result:

• The Creatio.ai add-in will be added to the Apps page (Fig. 3). Use Creatio.ai when working with a single email in a separate window or the message list.
• The "Creatio.ai" group that includes the Creatio.ai button will be added to the Event tab on the New event window (Fig. 4). Use Creatio.ai when working with a single event in a separate window.

Install Creatio.ai add-in for Microsoft Teams

1. Open Microsoft Teams.

2. Click Apps in the navigation panel.

   Fig. 12 Add apps to Microsoft Teams

   

3. Enter "Creatio.ai for Microsoft 365" in the search bar.

4. Select the add-in from the results.

5. Click Add.

As a result:

• The Creatio.ai add-in will be added to the Apps page.
• Creatio.ai will be available directly from the calendar event before the meeting.
• Creatio.ai will be available in the side panel chat during the meeting.
• Creatio.ai will review and analyze notes in the dedicated tab after the meeting.

3. Grant Microsoft Outlook and Microsoft Teams access to Creatio

1. Open any Outlook version to grant access to Creatio.

2. Open the Outlook task pane that includes Creatio login page (Fig. 12).

   • For new Outlook desktop app or Outlook Web, open a single email → click → select the Creatio.ai add-in.
   • For a classic Outlook desktop app, open a single email → go to the Message tab → go to the "Creatio.ai" group → click the Creatio.ai Agent button.

   Fig. 13 Outlook task pane

   

3. Log in to Creatio.

   1. Click Sign in with Microsoft.
   2. Enter the Creatio URL and click Continue.
   3. Click Sign in to.... This displays Creatio login page.
   4. Use your credentials to log in. This displays consent page (Fig. 13).

   Fig. 14 Consent page

   

4. Click Accept. This opens the Creatio.ai chat panel in the Outlook task pane (Fig. 14).

   Fig. 15 Creatio.ai chat panel

   

As a result, Outlook will be connected to Creatio and you will be able to interact with Creatio.ai directly from Outlook (Fig. 15).

Fig. 16 Interaction with Creatio.ai directly from Outlook

Enhance productivity using Creatio.ai add-in

Creatio.ai comes with a set of pre-configured AI Skills that let you get started with intelligent automation right away. View the comprehensive list of out-of-the-box AI Skills available in Creatio.ai chat panel in the Outlook task pane and explanations on how you can benefit from them in the table below.

Name	Description	Benefits and use cases	Outlook	Teams
Identify contacts	Detect existing contacts based on email participants and show recent history. Suggest creating new contacts if none are found.	Streamlines contact acquisition and profile enrichment. Reduces manual input and improves CRM data quality.	+	+
Summarize email	Generate a summary of the full email thread.	Saves time and accelerates decision-making by providing quick insight into long email threads.	+	-
Reply to email	Draft a context-aware email response using the thread and Creatio data.	Improves response time and consistency. Boosts customer loyalty and agent performance.	+	-
Check open cases	Search for open cases related to the current email and highlight if any are overdue.	Helps reduce missed follow-ups and improve resolution time and CSAT.	+	+
New meeting	Find a slot for the meeting with the needed people.	Automates meeting scheduling, improves coordination, and saves time.	-	+
Prepare for the sales meeting	Generate personalized recommendations to prepare for a client meeting at the Opportunity stage.	Enables sales executives to prepare quickly and efficiently.	-	+

Creatio.ai add-in capabilities are not limited to AI Skills accessible via buttons of the Creatio.ai chat panel. Creatio.ai add-in lets you customize AI Skills based on your business needs and run any active AI Skill granted by access rights. Learn more: Develop Creatio.ai Skill, AI Skill development recommendations.

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See also

Creatio.ai

Creatio.ai (developer documentation)