Microsoft Outlook Connector

The ShareBuilder Assistant is expanding its communication and scheduling ecosystem with a new Connector that brings Microsoft Outlook directly into the Assistant Skills platform. With the Outlook Connector, media teams can connect email, calendar activity, meetings, and follow-up into one coordinated workflow.

About Outlook

Microsoft Outlook is a business communication platform within Microsoft 365 that helps teams manage email, calendar, and contacts in one place. For media organizations, Outlook often sits at the center of seller communication, client follow-up, proposal discussions, internal approvals, meeting coordination, and account planning.

This is the Outlook Connector

The Outlook Connector brings email and calendar-driven workflows directly into your Assistant Skills so your team can treat messages, meetings, and follow-up as part of the larger revenue process.

Instead of relying on people to manually monitor inboxes, schedule meetings, forward updates, or remember next steps, the Assistant can help coordinate the process automatically.

Turn email activity into workflow action

Email is where many important business moments happen. A prospect replies, a client asks for a change, an approval comes through, or an internal stakeholder sends an update.

With Outlook connected, Skills can use those moments to trigger the next workflow. The Assistant can help route messages, create follow-up tasks, notify the right person, update records, or pause automation when a human response is needed.

Coordinate meetings and next steps

Calendar activity is often the bridge between interest and action. With Outlook Calendar connected, the Assistant can help coordinate meetings as part of a larger workflow.

That can include scheduling proposal reviews, renewal discussions, campaign planning calls, pricing handoffs, internal approvals, or post-sale kickoff meetings. Once a meeting is created, changed, or completed, the Assistant can trigger the next step so the workflow keeps moving.

Support faster seller follow-up

Timely follow-up can make the difference between a warm opportunity and a missed one. With Outlook connected, the Assistant can help sellers stay on top of important communication by coordinating reminders, drafting responses, preparing meeting context, and triggering follow-up after key conversations.

That makes the Connector a strong fit for use cases like:

• Inbound prospect replies
• Proposal follow-up
• Renewal conversations
• Client requests and campaign changes
• Meeting preparation and recap workflows
• Internal approvals tied to active deals

Connect communication to business context

Outlook becomes more powerful when combined with ShareBuilder CRM, Pricing, Data Enrichment, and other connectors. The Assistant can use account history, deal stage, pricing context, meeting activity, and prior communication before recommending or executing the next step.

That means emails, meetings, and follow-up are not handled in isolation. They become part of a connected revenue workflow.

Assistant Skills

Skills are the workflows you train the ShareBuilder Assistant to run for your team. Create a Skill and the Assistant executes playbooks, coordinates processes, updates systems, and communicates across platforms automatically.

Availability

ShareBuilders plans to offer Assistant Skills in a limited beta preview to select customers in early Q2 2026, followed by broader availability shortly thereafter. Assistant Skills will be sold as a standalone product with predictable pricing using a single flat fee rather than per-step, per-user, or per-workflow charges.

For more information

To learn more about ShareBuilder Assistant Skills, request beta access, or discuss adding your application to the Skills Connector Marketplace, visit ShareBuilder Assistant Skills or contact ShareBuilders at chris.koller@share-builders.com.

About ShareBuilders

ShareBuilders delivers a media-focused sales platform that includes Pricing, CRM, Data Enrichment, and workflow automation. Built specifically for media organizations, ShareBuilders helps teams manage pipelines, activity, and performance with secure cloud access and mobile tools designed for sellers on the go.