Early Access Feature
Run Custom Agents in the Outlook Add-In
Run text-based custom agents directly against the email you’re working on using the Harvey for Outlook add-in.
Interested in testing this feature?
Contact your Customer Success Manager for early access.
Overview
You can now run your saved, instruction-driven custom agents directly in the Harvey for Outlook add-in. Select a published agent from the add-in and run it against the email you have open. The agent's instructions and authorized knowledge sources apply inline, alongside your normal mailbox context.
Key Features
- Run agents from your inbox: Kick off a custom agent against an email or an email attachment without switching to the Harvey web app.
- Flexible scope: Run agents across a single email, a draft or reply, multiple selected messages, or your full inbox (full inbox search access required).
How to Use
- Open the Harvey for Outlook add-in with an email, reply, or selection of messages open.
- Choose a custom agent to run against your email:
- Select the Agents tab to browse the published agents your workspace can run, or:
- When writing a prompt for Harvey, type @ followed by the name of the agent to include it in your query.
- Run the agent. If Harvey needs more information mid-run, you can answer, decline, or skip the clarifying question that appears inline.
- Review the agent's output in the Outlook. You can cancel a run mid-stream, or reconnect if the task pane reloads.
FAQs
Q: Do I need to create new agents for Outlook?
No. Outlook runs the text-based agents your team has already created and published in the Harvey web app, no separate setup is required. You can also create brand new agents specifically targeted to your inbox, like email summary agents or email response agents, to take advantage of this new surface for agents in Harvey.
Q: Can I create agents in Outlook to use in the Web App?
No. You can create agents in Web, and use them in Outlook.
Q: Can I run a block-based / custom workflow agent in Outlook?
No. This release is scoped to running agents.
Q: Does this change the existing Outlook actions?
No. Summarize, Draft Reply, and the other built-in Outlook actions work exactly as they do today. They don't accept a selected agent in this release.
Q: How does this change interact with Outlook connector or Outlook permissions?
Agent capabilities may change based on whether your workspace and your mailbox have made the full inbox connector available to Harvey:
- Outlook add-in overall: Agents can operate on the email you have open (for example, summarize this email, or analyze the email attachment in view).
- Outlook add-in + full inbox search access: Agents can reason across your entire inbox. This includes summarizing multiple emails, or analyzing attachments or content across multiple emails.
Q: Why am I seeing an error when I run an agent in Outlook?
Agents in Outlook is currently in Early Access, and it doesn't yet support every document management system (DMS) or knowledge source that's available in the Harvey web app. If an agent relies on an integration that isn't supported in Outlook, it will fail when you try to run it there.
If you hit this error, you can:
- Use an agent that only relies on supported sources in Outlook
- Contact your Harvey CSM or support team to ask about support for a specific integration.
We're working to expand supported integrations, and we'll update this article and the roadmap as they become available.