1. Sign in with Microsoft 365.
Use your Microsoft work account to create your workspace. Choose Free without a credit card, or review a paid plan.
Less busywork. An easier first step.
Less inbox busywork. Start for free.
Turn repetitive Microsoft 365 work into simple flows. Sign in with your Microsoft work account, choose your first flow and test it before activation.
Start free. No credit card required.
No credit card required for Free. Sign in with Microsoft 365 to get started. Mailbox access and activation are separate approvals.
Already have an account? Sign inHow much time could your team save?
Discover how much time your business could save by automating repetitive work in shared inboxes.
How should I estimate this?
Estimate how long your team normally spends reading, categorizing, forwarding or responding to each email.
Illustrative estimate based on an assumed 80% reduction in handling time for selected emails. Actual savings depend on your workflows and required human review.
Easy to start. Yours to control.
2. Choose your first goal.
Pick a useful starter flow. We save it inactive and guide you through choosing the mailbox and configuring each step.
3. Test, then approve.
Review mailbox access, select a test email and inspect proposed actions. Activate only when you are ready.
An assistant. You stay in charge.
Microsoft sign-in, mailbox consent and flow activation are separate steps. You approve automatic actions for one saved flow version and mailbox; you can deactivate the flow at any time.
Try for freeSmall modules. A clear workflow.
Choose a module to learn what it does, how to configure it and what to check before activation.
MailCondition / If-ElseAI ActionAI replyReplyForwardMake draftDeleteMove to folderHuman reviewTeams alertCategorize emailCreate Planner taskMail Triage & Smart TagsSharePoint & FilesCalendar & Scheduling
Alpha · Saved flows start inactive. Automatic processing requires activation and action approval. Forwarding messages with attachments is unavailable.
Your guide to every module.
Start with Mail, add the steps you need, then test before you activate. Open a module below for a practical walkthrough.
These guides describe the current alpha workspace. The public demo offers a smaller synthetic sample; module access depends on your plan, permissions and the controls available in your workspace.
Start with the right inbox.
Set it up
Choose an accessible personal or shared mailbox in the Mail module, then save the flow.
Test and review
Select a test email and inspect its metadata before testing the saved flow. Mailbox access does not approve actions.
Condition / If-Else
Send matching emails down the right branch.
Set it up
Choose a supported field, comparison and value, then add steps to the Positive and Negative branches.
Test and review
Test both matching and non-matching examples. Missing metadata requires review rather than a guessed result.
AI Action
Route a message using a plain-language instruction.
Set it up
Describe the decision and configure the Positive and Negative branches. Review what data the AI may use.
Test and review
Inspect the proposed decision and explanation. AI execution requires an eligible paid plan and explicit data-sharing consent.
AI reply
Prepare a reply with AI assistance.
Set it up
Describe the reply you need and review the module settings and allowed message context.
Test and review
Inspect the proposed response before approving live actions. AI execution requires an eligible paid plan and data-sharing consent.
Reply
Respond with text you have chosen.
Set it up
Enter the reply text and place the module after the condition or decision that should trigger it.
Test and review
Use the read-only flow test to inspect the proposed reply. Sending requires separate permission and action approval.
Forward
Pass a relevant message to the right person.
Set it up
Enter the intended recipient and review the message content that will be shared.
Test and review
Check the recipient in preview before approving forwarding. Messages with attachments cannot currently be forwarded.
Make draft
Prepare a message for a person to check.
Set it up
Enter the draft text and add the module to the branch where a draft is needed.
Test and review
Preview the proposed draft. A live draft is a mailbox change and requires approval; creating a draft does not send it.
Delete
Move unwanted mail to Deleted Items.
Set it up
Add Delete only to a clearly defined branch and check the rule that leads to it.
Test and review
Preview matching and non-matching mail before activation. This action moves mail to Deleted Items; it does not permanently delete it.
Move to folder
Keep your inbox organized.
Set it up
Choose the destination folder for the selected mailbox and place the module after the matching rule.
Test and review
Confirm the proposed folder in a read-only test. Moving real mail requires the relevant access and action approval.
Human review
Keep a person in control of uncertain work.
Set it up
Add Human review where a decision or proposed action needs a person to inspect it.
Test and review
Check the item requiring attention in the flow results. Review is a checkpoint; it does not itself approve a send or other live action.
Teams alert
Bring relevant work to your team.
Set it up
Choose the supported Teams destination and configure the alert text. Grant Teams access separately when requested.
Test and review
Review the destination and shared content. A Teams test that posts a message is a live action and needs its own explicit approval.
Categorize email
Label messages so they are easier to find.
Set it up
Select the email categories and configure the matching rule. Review mailbox-specific access requirements.
Test and review
Inspect the proposed category changes first. Applying categories to real mail requires the relevant permission and activation approval.
Create Planner task
Turn an email into a task.
Set it up
Choose a plan, bucket, assignee and deadline. Decide whether to include the email text and original Outlook link.
Test and review
Review the proposed task. Copied email content is visible to people with plan access; task creation requires separate Planner access and approval.
Mail Triage & Smart Tags
Assess incoming mail before choosing an action.
Set it up
Configure the assessment instructions and permitted message context in Mail Triage.
Test and review
Review the proposed assessment and any items needing attention. AI use requires an eligible paid plan and explicit data-sharing consent.
Calendar & Scheduling
Coordinate a meeting from your workflow.
Set it up
Configure the organizer, participants, timing preferences and delivery choice. Review calendar permissions and organization booking policy.
Test and review
Review proposed times before sending or booking. Automatic booking is off by default; plan eligibility, participant confirmation and action approvals apply. Live provider acceptance is still pending.
Questions before you start?
A few clear answers, so you know what to expect.
Can I get started for free without a credit card?
Yes. Sign in with your Microsoft work account and choose Free without entering a credit card. Guided setup helps you choose and prepare your first flow. The separate public demo is also available with synthetic sample emails.
Do I need to know how to code?
No. Choose a starting goal and follow the setup steps. Your flow starts inactive, and you can configure each ready-made module before testing and activation.
Will the demo read or change my emails?
No. The public demo uses synthetic sample emails. It has no access to your Microsoft 365 account and does not send, move or delete real messages.
When do I connect Microsoft 365?
Sign in with Microsoft 365 first. You then choose your workspace and first flow. Mailbox access, AI data-sharing consent and activation approval remain separate, explicit steps.
Is everything included in Free?
Free has plan and credit limits. You can configure AI modules in drafts, but AI execution requires an eligible paid plan. SharePoint and Calendar modules also depend on plan eligibility. Compare the current plans on the Pricing page.
PricingCan I check a flow before it runs?
Yes. Try synthetic examples in the public demo. In your workspace, save an inactive flow and select an email for the read-only whole-flow test. Review any requested data-sharing consent first. The test proposes actions without sending mail or changing files.
Can I stop an active flow?
Yes. Deactivate the flow to stop automatic processing. Deactivation does not undo actions that have already completed. Review Activity for recorded outcomes and items needing attention.
Start free. No credit card required.