Outlook for Sequences
Send personalized emails from your Outlook account in automated sequences
Calendar Sync
Real-time calendar sync via Microsoft Graph API for availability checking
Microsoft Teams
Auto-generate Teams meeting links when someone books a meeting with you
Auto-Refresh
OAuth tokens refresh automatically — no manual reconnection needed
Prerequisites
You’ll need:- A Microsoft 365 account (personal or work/school)
- Member or admin access to your Orbit AI team
- Your organization may require admin consent for OAuth apps (check with your IT team)
Setup Guide
Click "Connect Microsoft"
Click the Connect Microsoft button to begin the Azure AD v2.0 OAuth flow.
You’ll be redirected to Microsoft’s sign-in page.
Sign In & Authorize
Sign in with your Microsoft account and accept the requested permissions. If your organization
requires admin consent, you may need to request approval from your IT administrator first.
Permissions
Orbit AI requests the following Microsoft Graph API permissions:Mail.Send
Send emails on your behalf from Outlook in sequences and workflows
Mail.ReadBasic
Read basic email metadata for reply detection in sequences (message content is not accessed)
Calendars.ReadWrite
Read your calendars for availability and create events for booked meetings
User.Read
Read your basic profile information (name and email address)
Privacy Note — Orbit AI only accesses the minimum data needed. Mail.ReadBasic provides access to message
metadata only — we never read the full content of your emails.
Calendar Sync
Calendar sync is powered by the Microsoft Graph API. Once connected, your Outlook calendars are automatically discovered and synced for availability checking and conflict detection in scheduling.How Calendar Sync Works
- All calendars from your Microsoft account are automatically discovered via Graph API
- Select which calendars to check for conflicts in your scheduling settings
- New bookings are created as events on your primary calendar
- Calendar data syncs in real-time via Microsoft Graph webhooks
Outlook for Sequences
Your connected Microsoft account is used to send emails in sequences via Outlook. Emails are sent directly from your Outlook address, maintaining deliverability and allowing recipients to reply directly to you.- Send from your address — Sequence emails are sent from your actual Outlook address, not a proxy
- Thread tracking — Orbit AI tracks email threads for automatic reply detection in sequences
- Token auto-refresh — Azure AD tokens are refreshed automatically — no manual reconnection required
Microsoft Teams
When someone books a meeting through your scheduling page, Orbit AI can automatically generate a Microsoft Teams meeting link and include it in the calendar event and confirmation email. Set Microsoft Teams as the location type in your scheduling page settings.Troubleshooting
Token expired or connection lost
Token expired or connection lost
If your Microsoft token expires and cannot be auto-refreshed, go to Settings → Email & Calendar and click “Reconnect” next to your Microsoft account. This will re-authorize via Azure AD and restore the connection.
Admin consent required
Admin consent required
Some organizations require an Azure AD administrator to approve third-party OAuth apps. If you see an “admin consent required” error, contact your IT team to approve Orbit AI in your Azure AD tenant.
Missing calendars
Missing calendars
Only calendars you have access to in Outlook will appear. If a calendar is missing, verify it’s visible in your Outlook calendar settings. Shared calendars may require the owner to grant you access.
Emails not sending from sequences
Emails not sending from sequences
Verify your Microsoft connection is active in Settings → Email & Calendar. If the status shows “Disconnected”, reconnect your account. Also check that your Outlook sending limits haven’t been exceeded.
Still need help? Reach out to our support team at [email protected] or visit our Help Center.