Alloovium in Microsoft Outlook

The Outlook add-in is a Microsoft 365 task pane wired into the same Alloovium backend as the web app. It always knows two things: your active project, and the email you have open — including, where the conversation has been synced to your project, the rest of the thread it belongs to.

Four surfaces, switched from the bottom tab bar:

1. 1

   Install the add-in

   Centrally deployed via the M365 admin centre, or added per-user from a manifest URL. See the install guide for both paths.

2. 2

   Open any email

   The add-in works from the reading pane and from an open message window — and in compose mode when you are writing a reply or a new message.

3. 3

   Open Alloovium from the Apps menu

   The task pane slides in on the right. First time, sign in with the same account as alloovium.com.

4. 4

   Pick an active project

   From the project picker at the top of the pane. Chat, filing, and workflows all run against that project.

The Assistant tab behaves like the web assistant with the open email attached as context. A context strip at the top of the pane shows exactly what the add-in is reading — the subject and sender of this email — so there's never a question about what the answer was grounded in.

Quick actions adapt to what's open. From a read email you can:

• Summarise the email or its conversation (see below).
• Extract action items — pull commitments, deadlines, and tasks out of the thread.
• Draft a reply grounded in the active project's documents — ask for a response and the assistant composes one using the Vault as its source of facts.
• File the email into the project so it becomes part of the searchable record.

Open any message that belongs to a conversation and a Summarise conversation card appears in the Assistant tab. One click produces a structured summary of the whole exchange — not prose, but the four things that matter on a project:

• Decisions — what was agreed, and by whom.
• Commitments — who promised what, with any dates attached.
• Unanswered questions — asks still hanging in the thread.
• Changed positions — where someone's stance moved over the course of the exchange.

From the summary you can keep asking — chat in the Assistant tab is conversation-scoped, so follow-up questions ("what did we say about the slab pour date?") are answered against the same thread plus the project record.

When you're composing, the Assistant tab swaps in a Review before send card. Run it on a draft and Alloovium reads what you're about to send and reports back:

• Commitments the draft makes — promises, dates, and amounts you're putting in writing.
• Warnings — contradictions against the project's recorded facts, and things like attachments the text refers to but the message doesn't carry. Each warning is severity-tagged (Critical / Warning / Note).
• Suggestions — smaller improvements worth a look before sending.

Correspondence is only half a record if it only captures what arrives. When your Outlook account is connected to Alloovium, the sync covers your Sent Items too — so the reply you sent sits on the project record next to the email it answered, and thread summaries can cover both sides of the exchange.

• Every synced message is stored direction-aware — inbound and outbound are distinguished, and your own outbound mail doesn't trigger the alerting that watches incoming correspondence.
• Sent-items sync can be switched off per connection if you only want inbound capture.

The Outlook connection (mailbox sync) and the Outlook add-in (this task pane) are separate pieces: the connection keeps the record flowing in the background, the add-in is the surface you work in. See the Outlook integration guide for connecting the mailbox.

The Workflows tab carries built-in email workflows — comparing an email and its attachments against the contracted scope, flagging risk in incoming correspondence, reviewing tender documents against bid criteria, routing approvals, and smart email filing. Anything a workflow produces goes to the Approvals tab first; a badge on the tab shows how many runs are waiting on you.

• Thread coverage depends on sync. The conversation summary only covers messages that have been synced to your project — the coverage note on the card tells you exactly how many. An unsynced thread summarises this message only.
• Review is compose-mode only. Review before send appears when you're writing a message, not when reading one.
• One project per session. Like the other add-ins, the pane is scoped to a single active project at a time.
• Backend must be HTTPS. The add-in cannot talk to plain http:// — for self-hosted Alloovium, terminate TLS before the API.

• →Install the add-in on your mailbox or push it to your team via the M365 admin centre.
• →Connect the Outlook integration — mailbox sync is what gives thread summaries their coverage.
• →The Word add-in — the same patterns, applied to the document you're drafting.