:Harvey:Support

Early Access Feature

Agentic Outlook

Reason across multiple emails and attachments, draft replies, and generate documents directly in Outlook without losing context as you move through your inbox.

Timeline
August 10 (General Access)
Categories
Harvey for Outlook
General Access Type
Regional Availability
US, EU, AU

Interested in testing this feature?

Contact your Customer Success Manager for early access.

Important: To ensure a smooth transition to General Availability, Agentic Outlook has started rolling out to workspaces on July 22nd. All current Harvey for Outlook customers can expect to be upgraded to Agentic Outlook by 8/10. If you have any questions regarding full inbox search or roll-out timing, please contact your CSM.

Overview

Agentic Outlook brings the same agent capabilities available in the Harvey web app and Word add-in to the Harvey for Outlook add-in. Instead of answering a single question about a single email, Harvey for Outlook can now reason across multiple emails and their attachments, maintain a persistent conversation as you navigate your inbox, draft and generate files, and continue helping you as you switch between reading and composing.

With the optional full inbox search feature enabled, Harvey can also search across your entire Outlook mailbox to summarize emails and takeaways or find specific emails.

Key Features

  • Persistent conversation thread: Your context carries over when you navigate to a new message or open a compose window, and Harvey reads and reasons across attachments from multiple emails in the same thread.
  • Improved drafting experience. Harvey can create or edit email drafts that you can approve in just one click. Harvey can also generate Word, PowerPoint, or Excel files in a thread.
  • Full inbox search (optional): Ask Harvey to find emails and information anywhere in your mailbox, with citations and direct email links.

Important: Full inbox search will never by turned on by default and will need to be enabled by admins for EA and GA releases.

How to Enable Agentic Outlook (Admins)

  1. Request EA access for Agentic Outlook through your Customer Success Manager
  2. Confirm your Workspace has the Harvey for Outlook permission enabled and the add-in installed.
  3. Once enabled, the Outlook add-in supports the following functions:
    1. Ask about an email. Open an email and ask Harvey a question. Harvey reads the open message and any attachments to answer.
    2. Move through your inbox without losing context. Navigate to a different message and your conversation thread persists, so your context carries over. Harvey reads and reasons across attachments from multiple emails in the same thread.
    3. Continue in compose. Click Reply to open a compose window. Harvey continues the same conversation in compose mode, carrying over your chat history and context.
    4. Draft and edit emails. Ask Harvey to draft or edit your email, and Harvey writes directly into your Outlook draft.
    5. Generate files. Ask Harvey to generate a Word, PowerPoint, or Excel file, and Harvey produces it directly in the thread.
    6. Summarize multiple emails [with Full inbox search enabled]. Ask Harvey to summarize your most recent emails, and Harvey will reason over multiple emails.
    7. Find a particular email [with Full inbox search enabled]. Ask Harvey to find a particular email based on its contents or sender.

Tip: Pin the Harvey for Outlook add-in to keep it open as you work. Note that you will need to pin the add-in separately in both Read (viewing an email someone sent to you) and Compose views in Outlook.

How to Enable Full Inbox Search (Admins)

When full-inbox search is enabled for a workspace, users may also optionally connect their Outlook inboxes to the Harvey Web App to search their emails as a source. There is no option to decouple full inbox search from Web and the Outlook add-in today.

  1. Open the Outlook add-in.
  2. In the authorization panel on the right, select Enable. Depending on your organization’s IT set-up and permissions granted with Microsoft, an additional authorization step may be needed to grant new permissions. Refer to Outlook Connector in Harvey: Security and Data Privacy for additional details.
    Image of the "Enhance your Harvey Experience" popup on the right side of the Harvey for Outlook add-in.
  3. On the next screen, select Continue.
    Image of the "Enhance your Harvey Experience" popup on the right side of the Harvey for Outlook add-in with the Continue option selected.
  4. Fill out the Roles and Users fields to grant access to users in your workspace, then select Enable.
    Image of the "Enhance your Harvey Experience" popup on the right side of the Harvey for Outlook add-in.

You can manage the Outlook connector at any time in Settings → Integrations → Outlook, or in Settings → Connectors → Outlook if you are part of the Harvey Connector Library EA program.

How to Enable Full Inbox Search (Users)

Important: Your administrator must approve and enable Full Inbox Search for the workspace before you can use this feature. Once it’s enabled, you must connect your personal Outlook email to use it.

  1. Open the Outlook add-in.
  2. In the Outlook panel on the right, you’ll see one of two options:
    1. If your workspace has already enabled the Outlook connector: Select Connect Outlook to sign in to your Outlook email and authenticate.
      Image of the "Enhance your Harvey Experience" popup on the right side of the Harvey for Outlook add-in.
    2. If your IT admin has not approved access yet: Harvey displays a message directing you to contact your administrator. Copy the approval link and send it to your admin to request access. While you wait, select I've been approved to refresh the page once access is granted.
  3. Once Outlook has been connected, select Continue.
    Image of the "Enhance your Harvey Experience" popup on the right side of the Harvey for Outlook add-in.
  4. Ask Harvey to search your mailbox or locate a specific email. For example: "Find all emails from opposing counsel this month mentioning the indemnification cap." Harvey returns results with citations and direct email links.

Notes & Limitations

  • Full inbox search works only for native Outlook/Microsoft 365 mailboxes.
  • The ability to flag emails and move them to a folder will launch for GA.
  • The ability to search and read Outlook calendar events will launch for GA.
  • Email citations open as a new Outlook Desktop window. In Web or Word (and in Outlook if the link fails), the citation displays in Harvey's HTML preview modal with a separate link to Outlook on the web.
  • Outlook thread history shown in the web app's user and workspace history is read-only, consistent with Harvey for Word.

FAQs

Q: Does this feature require admin consent? Can we disable it for specific users?
Yes. Your IT administrator must approve Harvey's access to Microsoft mailboxes at the organizational level before any individual user can connect. The feature can be enabled or disabled at the workspace level. Guest users are always blocked. Individual users can disconnect their own Outlook account at any time from Settings.

Q: Are there any security updates I need to be aware of for this release?

For customers using base Agentic Outlook with full-inbox search disabled, there are no net new security considerations. For customers using full-inbox search, refer to Outlook Connector in Harvey: Security and Data Privacy for new privacy and data security details.