Connect adam.ai to your Outlook and manage your meetings and actions directly from where you communicate with your team. With adam.ai add-in on Outlook, you'll be able to schedule and create quick meetings, follow up on your actions, attach documents and email threads to your meetings on adam.ai without the need to leave your inbox.
How to install Outlook add-in?
Head to file, then options, then click add-ins. Then from the add-ins dialog, type adam.ai, then click Add.
After adding adam.ai, start typing your meetplace URL, email, and password to connect to your meetplace on adam.ai.
How to use adam.ai add-in on Outlook?
There are many actions you can do with Outlook add-in as follows:
How to schedule meetings using Outlook add-in?
Click the adam.ai logo and select create meeting from the drop-down options and start typing your meeting details, by default, the title of the meeting will be the subject of the email, choose your video conferencing tool (as Zoom, Webex, or Teams), add agenda items and add attendees emails directly from your Outlook contacts, then click create, and your meeting will be scheduled on adam.ai.
An email meeting invitation will also be sent to all your meeting attendees once the meeting is scheduled.
Note: You'll need first to connect to the video conferencing tool on adam.ai from the app's settings to be able to select it during scheduling your meeting on Outlook.
You'll also be able to attach email threads to your meetings on adam.ai and will be added on the files tile for this meeting.
Directly create and open quick meeting on adam.ai, from adam.ai dropdown menu select quick meeting and you will be directed to a new meeting on adam.ai.
How to attach emails using Outlook add-in?
From Outlook add-in, select adam.ai and choose attach email from the dropdown menu.
From the quick view, start searching for the meeting you'd like this email to be attached to, then click attach.
How to manage your actions using Outlook add-in?
From Outlook add-in, select adam.ai and choose to add action from the dropdown menu. Add new actions by adding action title, due date, project, severity, and assignee. You can also add action checklists, notes, and attach email thread as comments or files to the action.
You can also view all your active actions, mark them as completed, add comments and attach email thread or any other email attachments.
How to uninstall adam.ai Outlook add-in?
From Outlook add-in, search adam.ai and then select remove.
Note: If you have more than one meetplace on adam.ai, you can log out from the settings icon and switch to the other meetplace.