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Outlook – Integration Setup

This guide walks you through connecting your Microsoft Outlook account to Antei. Once connected, Antei will sync both email and calendar data to help you manage compliance notices, filing schedules, and return deadlines across jurisdictions.

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Authentication Method

Antei uses OAuth 2.0 via Microsoft Graph API to connect to your Microsoft 365 account.

• Type: OAuth 2.0 (Authorization Code Flow)
• Scopes Requested:
  • Read-only access to emails for notice extraction
  • Read/write access to calendars for return and task scheduling
• Security: All tokens are encrypted and scoped per organization
• Email Handling: Only headers and tax-relevant metadata are accessed — never full body content

🔐 Antei is SOC 2 compliant. All calendar actions and email access are logged in your workspace’s audit trail.

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Step-by-Step Setup

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1. Navigate to Integrations → Outlook

In the Antei dashboard, open Integrations and click Connect Outlook.

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2. Authorize Access via Microsoft

You’ll be redirected to Microsoft’s secure login. Sign in with your work account and grant the requested scopes.

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3. Configure Sync Settings

Once connected, choose what to sync:

• Email Folder(s) – Select inboxes or labels from which tax notices should be extracted
• Calendar Selection – Choose calendars to receive deadline/event automation
• Action Permissions – Decide whether Antei can write events to your calendar

✅ No emails are modified. Antei only reads structured headers for extracting compliance-relevant data.

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Verification & Testing

Antei will automatically run:

• ✅ Calendar connection test
• ✅ Email access test (headers only)
• ✅ Write test (if enabled) for scheduled events
• ✅ Audit log confirmation in Settings → Logs

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FAQs

Does Antei access my personal email content?
No. Only headers and attachments of compliance-specific emails are accessed. Full content is neither stored nor parsed unless mapped.

Is calendar write access mandatory?
No. You can disable write access and use the integration for read-only compliance syncing.

Can I connect multiple Outlook accounts?
Yes. You can connect separate accounts or calendars per entity.

How do I revoke access?
You may disconnect from Antei at any time or revoke permissions via your Microsoft Admin Portal → App Management.

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Need Help?

Reach out to tech@antei.com for support.
→ Visit the Outlook Integration Scope page for full data and permission details.