Version: 8.3

Creatio.ai add-in overview

You can use Creatio.ai directly in Microsoft Outlook or Teams using a dedicated add-in. This lets you automate repetitive tasks, retrieve CRM insights, and interact with AI-powered virtual agent assistants to streamline sales operations. Sales and customer-facing professionals can prepare for meetings, access opportunities, and review contact data directly in their collaboration environment.

Out of the box, the add-in is targeted at sales representatives and customer service agents. They can prepare and summarize meetings, review contact and account data as well as access opportunities.

Creatio.ai add-in supports common communication and collaboration scenarios, including the following:

Working with emails in Microsoft Outlook.
- Analyze email threads.
- Review related contacts, accounts, and opportunities.
- Generate AI-assisted draft replies.
Preparing for meetings in Microsoft Outlook and Teams
- Review meeting participants and related CRM data.
- Get insights into current deals, cases, and activities.
- Receive AI-generated recommendations before the meeting.
Working during and after meetings in Microsoft Teams.
- Access CRM context during live meetings in Microsoft Teams.
- Capture notes and key points.
- Review AI-generated summaries after the meeting.

Set up Creatio.ai add-in

In general, the setup of Creatio.ai add-in consists of the following steps:

Set up Microsoft 365 integration in Creatio. Learn more: Set up Creatio.ai add-in for Microsoft Outlook and Microsoft Teams. This step is performed once by the system administrator.
Grant consent for users to access the add-in in your organization Learn more: Set up Creatio.ai add-in for Microsoft Outlook and Microsoft Teams. This step is performed once by the system administrator.
Install Creatio.ai add-in on the user's end. Learn more: Set up Creatio.ai add-in for Microsoft Outlook, Set up Creatio.ai add-in for Microsoft Teams
Grant Microsoft Outlook and Microsoft Teams access to Creatio. Learn more: Set up Creatio.ai add-in for Microsoft Outlook, Set up Creatio.ai add-in for Microsoft Teams. This step is performed by each Creatio user individually.

Learn more about using the add-in: Use Creatio.ai for emails and meetings . After the installation, you can start working with Creatio.ai in Outlook and Teams immediately.

Use AI Skills in Creatio.ai add-in

AI Skills are ready-to-use AI-powered capabilities that help users automate routine tasks and work with CRM data more efficiently. AI Skills are available directly in the Creatio.ai chat panel and adapt to the current context, such as an email thread or a meeting.

All existing and custom AI Skills are available in the add-in. It also comes with a set of pre-configured AI Skills optimized specifically for that add-in. These skills let you get started with intelligent automation right away. You can develop more AI Skills for the add-in if needed. Learn more: Development specifics for AI Skills in the Creatio.ai Outlook add-in.

View the comprehensive list of pre-configured AI Skills available in Creatio.ai chat panel in the task pane and explanations on how you can benefit from them in the table below.

Name	Description	Benefits and use cases	Emails in Outlook	Meetings in Outlook and 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. You can run any active AI Skill granted by access rights. No-code developers that have access to the "Can manage configuration elements" (CanManageSolution) system operation can customize AI Skills based on your business needs. Learn more: Develop Creatio.ai Skill, AI Skill development recommendations, Development specifics for AI Skills in the Creatio.ai Outlook add-in.

Set up Creatio.ai add-in​

Use AI Skills in Creatio.ai add-in​

See also​

Set up Creatio.ai add-in

Use AI Skills in Creatio.ai add-in

See also