What is the Outlook Plugin?
The Outlook Plugin enables you to integrate Microsoft Outlook 365 mail services directly into your Jodoo applications. By connecting your Microsoft account, you can trigger automated emails, send notifications, and share documents without leaving the Jodoo ecosystem.
This guide provides a step-by-step walkthrough on how to install, configure, and use the Outlook plugin in Automation Pro.
How to Connect your Outlook to Jodoo Using the Plugin?
Step 1 Installing the plugin
Before using Outlook features, you must install the plugin from the Jodoo Plugin Market. Follow the steps to install the plugin:
Click here to visit the Market.
Search for the Outlook plugin.
Open the Outlook plugin, and click the Install button in the pop-up window to install it.
For a detailed guide, refer to Installing Plugin(s).
Step 2 Configuring the plugin
Once installed, you need to authorize Jodoo to access your Outlook account.
Go to Resource Management > Plugin
Find the Outlook plugin and click the Gear icon.
Click Connect, and you will be redirected to an Outlook login page.
Log in with the Outlook account you wish to use as the sender.
Grant Jodoo the necessary permissions to send emails on your behalf.
Once authorized, the status will change to "Authorized." Click OK.
Step 3 Enabling the plugin
On the Plugin page, click 
to enable the plugin.
How to Use the Plugin to Send an Email?
In this article, we use automatically sending a performance review email as an example. In this scenario, we will set up an automation where:
A manager submits a Performance Review form.
The system generates a PDF of the review.
The Outlook plugin sends this PDF to the HR Manager.
Step 1 preparing a performance review form
Prepare a performance review form like the following one:
Step 2 Creating the automation task
Go to the "Performance Review" form and click Edit.
Switch to the Extension tab > Automation Pro.
Click + New Automation and name it "Send Email".
Step 2 Setting the Trigger
Select the Trigger Node.
Trigger Event: Choose When workflow ends (or Record Modified, depending on your workflow).
Step 4 Generating the PDF file
Before sending the email, we must generate the file.
Add an Action Node and select Generate Print File.
Print Template: Select the pre-made template for the Performance Review.
Step 5 Configuring the Outlook Node
Add a new Add Plugin node after the Print node.
Select Outlook.
Configure Parameters:
TO: Enter the recipient's email address. In this case, we enter the email of the HR Manager.
CC: Enter the email addresses to send a carbon copy. You can select multiple, separated by commas. It is optional.
Subject: Enter the subject of the email.
Content: Type your email content.
Example: "Dear HR, please find attached the performance evaluation for {Employee Name}. Regards, {Manager Name}."
Attachments: Add files to be sent with your email. You can select the attachment field. In this case, we select the file generated in the last node.
Step 5 Publishing
Click Save & Publish in the top right corner.