Auto-draft Outlook replies to form submissions with your Calendly link

By General Input

When a new form submission lands in your shared Outlook inbox, Geni drafts a personalized reply with your Calendly link and waits for your approval before sending.

Integrations

  • Microsoft Outlook

Type

Agentic Task

Categories

  • Operations
  • Sales

Build me an agent workflow that handles inbound form submissions arriving in our shared Microsoft Outlook inbox. Today our Director of Ops manually reads each one and sends back a templated response with our Calendly booking link. I want the agent to draft that reply automatically and pause for human approval before anything goes out.

Trigger: a Microsoft Outlook poll trigger on "new email" scoped to the shared inbox where form submissions land. Let me configure either a specific folder (e.g. a Form Submissions folder) or a sender pattern (e.g. emails from our form vendor's notification address) so the workflow only fires on real form submissions and not every email in the inbox.

When a matching email arrives, the agent should:

1. Parse the email body as a form submission and extract the submitter's name, email address, and any other fields the form captured (company, message, what they're interested in, etc.). Be resilient to slightly different form formats.

2. Compose a reply that stays faithful to our existing templated copy. Personalize the greeting using the submitter's first name (fall back to a neutral greeting like "Hi there" if a name can't be found). Always include our Calendly booking link in the body. Calendly only appears as a link in the email, no Calendly API call is needed.

3. Use the Microsoft Outlook Create Reply Draft operation against the inbound message so the draft sits on the same thread the submission arrived on. The Director of Ops should see it ready for review in their normal Outlook drafts/Outlook thread view.

4. Pause for a human-in-the-loop approval step. The human reviews the draft directly in Outlook (they can edit the body, fix anything, or reject it). Once they approve, the agent calls Microsoft Outlook's Send Draft Message operation to send the draft, which moves it to Sent Items. If the human rejects, do not send anything.

Important constraints: never send a reply without a human approval, never invent facts that aren't in the submission, never strip our Calendly link, and don't deviate from the template's tone or structure beyond personalizing the greeting and lightly tailoring the opening line if the form captured a specific topic. Treat our existing templated copy as the source of truth.

Inputs I'll provide on setup: the Outlook folder or sender filter that identifies form submissions, our templated reply copy and signature, our Calendly booking URL, and which form field maps to the submitter's first name.

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