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Outlook & Office 365 Emails

  • Updated

Clay’s Microsoft email connection creates contacts for people you’ve emailed and displays email-related information on cards.

Connecting to a Microsoft Email

  1. Go to Personal Info in the top right, then Settings on Mac, Web, or iOS
  2. Under Accounts, tap Add email
  3. When prompted, tap Microsoft Outlook
  4. Follow the Microsoft authentication flow

What Clay Does

  • Clay automatically creates contacts for people you’ve emailed. This includes everyone back to your first email.
  • Clay shows your email history with a person on their profile. You’ll see your first email with a person and your most recent email.
  • Clay prioritizes people depending on how well you know them. Don’t worry if you have a ton of emails, Clay will prioritize people you've interacted with more.
  • Clay surfaces people you’ve recently emailed for the first time in the Home view. Tap on someone to view their profile. On iOS, swipe to the right to star, or swipe to the left to take a note, change the reconnect cadence, or dismiss the reminder.
  • Clay tries to filter out newsletters, distribution lists, and spam. It’s hard to have 100% accuracy though, so you can always manually delete these afterwards.

What Clay Doesn’t Do

  • Clay doesn’t store your Microsoft credentials, like your password. Microsoft only provides a token that Clay uses to pull new calendar events. We never have access to your Microsoft password.
  • Clay can’t see the body of emails (i.e. the actual message). This is so important we address it individually. Clay only asks for permission to import email metadata—the To:, Cc:, Subject:, and date. That permission does not provide any access to the body of the email.
  • Clay can’t create, modify, or delete emails. Same as above—literally, can’t. We request permission only for creating and enriching contacts in Clay.

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