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Alleato OS connects to Microsoft 365 to sync incoming emails directly into project records. Once configured, emails are auto-assigned to the correct project, attachments are indexed, and the AI assistant can use email content as evidence.

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How It Works

  • The integration reads incoming mail from your Microsoft 365 mailbox.
  • Each email is matched to a project by subject, sender, recipients, and thread history.
  • Matched emails appear in the project’s Emails tool.
  • Unmatched or ambiguous emails go to an intake queue for manual assignment.

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Connect Your Mailbox

  1. Open Settings > Integrations.
  2. Select Connect Microsoft 365.
  3. Sign in with your Microsoft account and approve the requested permissions.
  4. The first sync runs in the background.

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Attachment Indexing

Attachment text content (PDFs, Word, Excel) is extracted and made searchable. Search for terms inside attachments from the project’s email tool or the global search.

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Reassign an Email

If an email is mis-assigned to the wrong project:
  1. Open the email.
  2. Select Reassign.
  3. Choose the correct project or mark as unrelated.

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Privacy

The integration only reads your inbox; it does not send mail on your behalf. Your individual mailbox is visible only to you and to admins with the appropriate audit permissions.