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Connecting Outlook

Send and log emails to clients without leaving Renzo.

Connecting Outlook\n\nRenzo uses Microsoft Graph to read and send mail through your Outlook account.\n\n1. Settings > Integrations > Connect Outlook.\n2. Sign into Microsoft and approve the requested scopes.\n3. Mail to/from any client email is auto-logged on their record.\n\nPrivacy: we never read mail unrelated to the addresses you've specified. Tokens are stored encrypted at rest.

Last updated 21/04/2026