> ## Documentation Index
> Fetch the complete documentation index at: https://docs.phonely.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Microsoft Outlook

> Send email from a connected Microsoft Outlook account during or after a call.

Use [Send Email](/blocks/communication-blocks/send-email) for Phonely's built-in email action. Use [Email & SMS Notification](/blocks/communication-blocks/email-sms-notification) when you want Phonely's call summary sent automatically after a call.

## Connect Microsoft Outlook

Open the block's **Setup** step:

1. Select an existing Microsoft Outlook account under **Connection**, or select **Add Connection** and authorize another account.
2. Continue to **Configure**.

The selected account sends the email. Its connection belongs to the agent and can be reused across flows. Other agents need their own connection.

## Configure the email

| Setting     | Purpose                        |
| :---------- | :----------------------------- |
| **To**      | One or more primary recipients |
| **Subject** | The email subject              |
| **Body**    | The email message              |

All three fields are required. To, Subject, and Body can use values from [Available Variables](/flow-editor/variables). Each recipient must resolve to a valid email address when the block runs.

### Advanced settings

| Setting       | Purpose                                                |
| :------------ | :----------------------------------------------------- |
| **Body Type** | Send the body as **Plain Text** or **HTML**            |
| **Cc**        | Add recipients visible to everyone receiving the email |
| **Bcc**       | Add recipients hidden from the other recipients        |
| **Reply To**  | Send replies to a different email address              |

Cc, Bcc, and Reply To can also use variables available before the block runs. Reply To must resolve to a valid email address. Choose HTML only when the Body contains HTML markup.

## Choose when to send it

| Stage         | When it runs                                                 |
| :------------ | :----------------------------------------------------------- |
| **Live call** | When the active call reaches the block                       |
| **Post-call** | After a call that reached the connected live-call block ends |

Place Microsoft Outlook after the blocks that provide any recipient addresses or content values it uses. Use post-call when the email is not needed during the conversation, so the caller does not wait for it to send.

In **Live Call**, Microsoft Outlook also supports interim messages and call outcome tagging. See [Common Block Settings](/blocks/common-settings).

## Test Microsoft Outlook

The block test resolves the configured fields and shows the email in **Email Preview** before sending it from the selected Microsoft Outlook account:

1. Open **Test** and enter safe sample values for any variables.
2. Review the recipients, Reply To, subject, Body Type, and body in **Email Preview**.
3. Select **Test**.
4. Confirm that the email arrives with the expected sender, content, and formatting.

Then test the complete flow and confirm that its variables resolve correctly. Review Microsoft Outlook in the action trace or **Call Details** to confirm its execution.

<Warning>
  Testing Microsoft Outlook sends a real email from the selected account. Use recipients and content that are safe for testing.
</Warning>

## Troubleshooting

<AccordionGroup>
  <Accordion title="The email is not sent or received">
    Confirm that the intended account is selected under **Connection** and reconnect it if its access changed. Review **Email Preview** for valid recipients, then check the recipient's spam folder and the connected account's sent mail. Provider restrictions or sending limits can also prevent delivery.
  </Accordion>

  <Accordion title="The email uses the wrong sender or reply address">
    Return to **Setup** and select the intended Microsoft Outlook connection. The connected account determines the sender address. Clear or correct **Reply To** if replies should return to that account.
  </Accordion>

  <Accordion title="The email contains a missing or incorrect value">
    Confirm that the variable is available before the Microsoft Outlook block runs. Test the upstream path that creates it, then review its resolved value in **Email Preview** before testing again.
  </Accordion>

  <Accordion title="HTML appears as text or is formatted incorrectly">
    Set **Body Type** to **HTML** and confirm that the Body contains valid HTML. Use **Plain Text** when the body should not be interpreted as markup.
  </Accordion>
</AccordionGroup>