EmailOne-click connect

Microsoft Outlook, answered by an agent that can see your sales

Crevio works through your Outlook mail, including shared mailboxes like support@, and checks each sender against your customers and orders. It files, flags, and drafts replies, then sends from your address once you say so.

Go through the support mailbox and list every unanswered email about course access, with the buyer's order next to each.

CrevioDone in Microsoft Outlook

Microsoft Outlook

Re: Team licences for Excel for Finance Teams

From
Sam Okafor
To
[email protected]

Hi Lena, Happy to set this up for your team. For 12 seats I've made a checkout link with 20% off the $149 price, so $119.20 per person. Anyone who joins through it gets instant access to all 18 lessons. If you'd rather pay by invoice, reply and I'll send one. Sam

Checkout link and discount created · draft waiting for your OK

Jobs Crevio takes off your plate in Microsoft Outlook

Ask the way you would ask an assistant. Crevio does the lookups, the writing, and the clicking.

1

Turn a team inquiry into a sale in one reply

You say

Lena wants 12 seats of Excel for Finance Teams. Make a 20% discount for her and reply with a checkout link.

Crevio creates the discount and checkout link in your store, then drafts the reply in the same Outlook thread with the numbers filled in.

2

Triage the shared support mailbox

You say

What's still unanswered in support@ from the last three days?

Crevio searches the shared mailbox, matches each sender to a customer, and gives you a list sorted by wait time with their latest order and a suggested reply.

3

Keep Outlook contacts current with real buyers

You say

Add everyone who bought the Masterclass this month to my Outlook contacts.

Each buyer is saved as an Outlook contact with their name and email, and existing contacts are updated rather than duplicated.

4

Sort refund requests before they pile up

You say

Put a "Refund" category on every refund request this week and move them into the Refunds folder.

The emails are categorized and moved. Crevio then lists each one with what the customer paid, so you can refund from the same chat.

5

Read the paperwork for you

You say

Find the contracts brand partners sent this month and list every deliverable and due date.

Crevio opens the attached PDFs and returns one list of deliverables, dates, and fees per partner.

6

Start the day with what's flagged

You say

Which flagged or high-importance emails still need me?

A short list of flagged mail with a one-line summary each, and any linked customer or order called out.

Runs on its own

Any job can become a task that runs on a schedule or the moment something happens.

  1. Trigger

    A new email arrives in Outlook

    Check whether the sender is a customer, add a category like "Customer" or "Partner", and flag it if they've spent over $500 with you.

  2. Trigger

    Someone submits your team training inquiry form

    Draft a reply from your Outlook address with pricing for their team size and a checkout link, waiting for your OK.

  3. Schedule

    Every weekday at 17:00

    Send you a list of customer emails that got no reply today, oldest first.

What Crevio can do in Microsoft Outlook

Reading runs on its own. Anything that changes data in Microsoft Outlook asks for your approval first, unless you tell Crevio it doesn't need to.

Read

  • Search mail by sender, subject, folder, or date
  • Read full messages and download attachments
  • Search shared and delegated mailboxes
  • List flagged and high-importance mail

Write

  • Send emails and replies from your address
  • Create drafts and draft replies for review

Organize

  • Add and remove categories
  • Move emails between folders
  • Mark messages read or unread
  • Flag and unflag messages

Contacts

  • Search and list your Outlook contacts
  • Create and update contacts

Outlook plus your store, not Outlook on its own

Plenty of creators run their business on Microsoft 365, often because they came from a corporate job or sell to companies. Outlook is where training inquiries, invoice questions, and partner contracts arrive. The answer to most of them sits in your store: what the person bought, what a discount would cost, whether a checkout link already exists.

Crevio connects the two. It reads the email, finds the customer, and can take action in your store as part of the reply. A request for twelve team seats becomes a discount, a checkout link, and a drafted answer in one step, instead of three apps and a calculator.

Built for shared inboxes

If you and an assistant share a support@ mailbox, Crevio can work through it too. Ask what's unanswered, and you get a list sorted by wait time with each sender's order history. Ask it to file refund requests into a folder with a category, and it does that in bulk. Categories and folders stay exactly as Outlook shows them, so your assistant sees the same order.

Reading, searching, and sorting happen straight away. Sending mail, drafting, and changing contacts ask for your approval by default. Once you're comfortable, you can let specific actions run on their own.

What it won't do

Crevio doesn't send newsletters or bulk campaigns through Outlook. Broadcasts go through Crevio's own email tools, which handle unsubscribes and sending limits. It also doesn't manage your Outlook calendar or Teams chats. This connection is about mail and contacts.

Set up in three steps

  1. 01

    Connect Microsoft Outlook

    Sign in to Microsoft Outlook from Crevio. It takes a few seconds and you can disconnect any time.

  2. 02

    Ask for what you need

    Describe the job in plain language. Crevio works out which steps it takes and shows you what it did.

  3. 03

    Let it run

    Turn anything you asked for once into a task that repeats on a schedule or runs when something happens.

Questions about Microsoft Outlook and Crevio

You connect with a Microsoft account. Some Microsoft 365 organizations require an admin to approve new apps first, so if the connection is blocked, ask your IT admin.

Yes, as long as your own account already has access to it. Crevio can search and read the shared mailbox's folders alongside your personal inbox.

No. This connection covers mail and contacts. For scheduling paid sessions, Crevio's bookings sync with Google Calendar.

Yes. Replies are sent in the same conversation from your address, so the customer sees one thread with your name on it.

No. Connecting apps is included in every plan. The work the AI does draws from your plan's monthly credits, and you can start free without a credit card.

You decide what Crevio may do on its own and what needs your approval, and you can change that per action at any time. Every step it takes is listed in the chat, so you can see exactly what happened.

Open Integrations in your Crevio settings and disconnect it. Crevio loses access straight away.

Put Microsoft Outlook to work

Start with this prompt or write your own. Free to start, no credit card.