ReBillion + Outlook (Microsoft 365)
A planned Microsoft 365 OAuth integration — inbox classification, draft replies, and attachment ingest for Exchange Online mailboxes are in development.*
How the integration works
What syncs
Incoming Outlook messages, approved outbound drafts, attachments, and accepted calendar invites — classified by deal, topic, and urgency.
How it connects
Sign in with your Microsoft 365 account and approve the Mail.Read and Mail.Send scopes; admin consent enables brokerage-wide rollout.
Common use cases
Brokerage-wide rollout, calendar-aware triage, and a compliance audit log for every deal-tied message.
What we sync
- ✓Incoming Outlook messages — classified by deal, topic, and urgency.
- ✓Outbound drafts — composed by ReBillion, approved by the TC in our queue.
- ✓Attachments — pulled from Outlook into the right deal folder, automatically.
- ✓Calendar invites — accepted invites synced as milestones on the deal calendar.
How to connect
- 1
Click Connect on the Outlook card in ReBillion settings.
- 2
Sign in with your Microsoft 365 account and approve the Mail.Read and Mail.Send scopes.
- 3
Choose which users' mailboxes should be enabled — onboarding is complete in two minutes.*
Use cases
Brokerage-wide rollout — Microsoft 365 admin consent enables ReBillion across every TC mailbox at once.
Calendar-aware triage — inspection invites and closing confirmations land on the deal calendar with no double-entry.
Compliance audit — every message tied to a deal is logged with timestamp and source for broker-of-record review.
Frequently asked
Does the integration support Outlook on-premises Exchange?
Currently no — only Exchange Online (Microsoft 365). Hybrid setups work if mailboxes are migrated to the cloud.
Can I grant admin consent for the whole tenant?
Yes. Workspace administrators can grant tenant-wide consent so individual TCs do not have to re-approve OAuth each time.
Is shared-mailbox support included?
Yes. Shared mailboxes (e.g., tc@yourbrokerage.com) connect the same way and route to the assigned TC's review queue.
How is this different from Outlook's built-in rules?
Outlook rules match keywords. ReBillion reads the message, attributes it to a specific transaction, and routes it with the right context — including deal milestones — to the right person.
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* Planned capability — in development.