RecordX + Outlook Mail
How it works
Outlook Mail integration is planned - not live yet. Today, RecordX can read your Microsoft 365 calendar
(Calendars.Read, read-only) so the auto-join bot knows when to attend, but it doesn't touch your
mailbox. When Outlook Mail ships, RecordX will auto-draft a follow-up email in your Outlook Drafts folder with
the meeting summary and action items pre-filled, addressed to attendees, ready for you to review and send.
Get started with RecordX today
- Create your RecordX account at recordx.io/register.html.
- Connect Microsoft 365 Calendar today under Settings - Calendars (that's live). Auto-join covers Teams meetings using the calendar as the schedule.
-
When Outlook Mail ships, connect it from the same Settings screen - the OAuth grant will extend to
Mail.ReadWrite(and optionallyMail.Sendif you opt in to auto-send). - Meanwhile, copy the summary from the RecordX web app into a new Outlook message. Or wire a Power Automate flow once RecordX exposes an outbound webhook.
Email support@recordx.io for early access
Planned use cases
- Send a formatted meeting summary as an Outlook follow-up in one click.
- Address the follow-up to the meeting participants automatically.
- Keep the follow-up thread tied to the source transcript in RecordX.
Planned scope
One-click auto-draft: RecordX creates a Draft in your Outlook mailbox with the meeting summary and action items pre-filled, addressed to the meeting attendees pulled from the calendar event. The draft links back to the full transcript in RecordX. Drafts only by default - nothing sends until you click send, unless you opt in to auto-send.
Planned Microsoft Graph scopes
-
Mail.ReadWrite- required to create a draft in the user's Drafts folder. Read/write on the user's own mailbox only, not the whole tenant. Mail.Send- optional, only requested if the user opts in to auto-send. Off by default.-
Existing
Calendars.Read(already live for auto-join) stays as is - Outlook Mail extends the OAuth grant rather than replacing it. - Nothing is granted today - no OAuth app for Mail exists yet on the RecordX side.
Pricing and limits (planned)
- Included from the free tier at launch. Microsoft Graph is free within Microsoft's own quotas.
- Microsoft Graph throttling limits are 10,000 requests per 10 minutes per app per user - many orders of magnitude above what draft creation consumes.
- RecordX will send at most one draft per meeting summary. Users choose which meetings get a draft; it's not an every-meeting default.
Common concerns
- Tenant-admin consent: many Microsoft 365 tenants require admin approval before a third-party app can request Mail scopes. If your tenant has that policy, an admin has to approve RecordX once. Tenants without the policy let users self-consent from the Settings screen.
-
Drafts, not sends. Default behaviour is: RecordX creates the draft, you review, you click send. Auto-send is
opt-in and adds the
Mail.Sendscope to the OAuth grant. - Recipient list comes from the calendar event attendees, not from any inbox lookup. RecordX has no reason to read existing mail and doesn't plan to.
- Shared mailboxes and delegated access are out of scope at launch - the draft lands in the mailbox of the connected user only.
Alternatives while waiting
Power Automate can wire RecordX summaries into Outlook drafts today, once RecordX exposes an outbound webhook or a Power Automate connector - a flow of a few steps takes a summary payload and creates the Outlook draft on your behalf. Until that ships, copy-paste from the RecordX summary screen is the reliable path. Note there is a separate Outlook Calendar integration page - Outlook Mail (email) and Outlook Calendar (schedule) are different Microsoft Graph surfaces.
Get notified
Email us at support@recordx.io and we'll write when Outlook Mail ships.
Setup checklist (when it ships)
- Register at recordx.io.
- Connect Microsoft 365 Calendar today (Calendars.Read, live).
- Email support@recordx.io to get on the notify list.
- When Outlook Mail ships, extend the OAuth grant to Mail.ReadWrite from Settings - Calendars.
- Optionally opt in to auto-send (Mail.Send) - off by default.
- Confirm a test draft lands in your Outlook Drafts folder.
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