Connecting Archie with Outlook

Modified on Thu, 30 May 2024 at 08:44 PM

Archie, our AI Finance Assistant, is a service that communicates via email. Archie uses Workato, a no-code solution, to access users' invoice mailboxes and accounting software. For this integration to function, Microsoft users need to add Workato to their allowlist. The following provides detailed instructions on how to add Archie to Outlook and grant the necessary permissions.

The Outlook connector uses OAuth 2.0 authentication to authenticate Archie with Outlook.

  1. Please select the Link your account button as per the below screenshot.

The previous step should generate a popup leading you to Outlook's login page, below is a sample screenshot for your reference. 


Congratulations! Archie, your dedicated mail assistant, is now successfully connected and fully integrated with your Outlook inbox.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article