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.
- 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.
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