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Prudai Platform

Prudai for Outlook

Prudai for Outlook brings your assistant to your mailbox. The add-in works in the LEO, LEO Fiscaal, ZIA, VERA and BEVER personas; IRMA and MAIA have no mail integration. The add-in opens a task pane next to your email, so you can handle case work around email (filing, summarizing, replying) without leaving Outlook.

Important: the AI never sends email itself. Every draft reply appears as a regular Outlook draft that you review, edit, and send yourself. Nothing is filed automatically either: every save action first asks for your confirmation.

What the add-in can do

Section titled “What the add-in can do”
  1. Save email to a dossier: store a message or an entire conversation in a dossier (project). The emails land as email files in the project knowledge base, so your assistant can use them as context. Attachments inside the saved message are read too and become searchable. If the dossier is linked to ORDO (for organizations that use ORDO), the email is filed in ORDO. LEO then still finds it in conversations linked to that dossier. See ORDO and LEO: working together (sign-in required).
  2. Save attachments to a dossier: choose per attachment whether to store it as a separate document in the dossier.
  3. Summarize an email or conversation: have your assistant summarize the open message, or (when the Microsoft mail connection is active) the full conversation in chronological order.
  4. Draft a reply: have your assistant write a draft reply from a received email and open it pre-filled as a reply in Outlook. If you are composing a message yourself, you insert the text directly at the cursor position.

On top of that, the task pane gives you the full chat, with your dossiers (projects), knowledge sources, and settings. See Chat and Projects.

Supported Outlook clients

Section titled “Supported Outlook clients”

The add-in works in Outlook with a Microsoft 365 account:

  • Outlook on the web,
  • Outlook desktop (Windows and Mac).

You open the add-in while reading a message and while composing one.

Getting started

Section titled “Getting started”

More: Prudai For Word · Prudai for Excel · Troubleshooting & support.