Using Connect and Disconnect actions in Microsoft Outlook (macOS) package

Use the Connect action to connect with Microsoft Outlook for macOS. This is the first action you must use, followed by other actions to automate Microsoft Outlook (macOS) related tasks. Then, use the Disconnect action to terminate an active connection with Microsoft Outlook for macOS.

Prerequisites

Before you start using Microsoft Outlook (macOS) package, ensure that the Microsoft Outlook client is installed on your device.

Connect

Establish a connection with Microsoft Outlook for macOS using the Connect action. While establishing the connection, specify the details and enter a unique session name. Use this session name for all corresponding actions.

Settings
  • Session name: Specify a session name.
  • Mailbox (optional) : Manually enter the email account to which you want to connect.
    Note:
    • If no specific account is specified, it will connect to the default email account set up in the Outlook application.
    • When you use the Microsoft Outlook (macOS)  package to automate email-related tasks, the Connect action will not work with new Outlook.
      Workaround: Select one of the following options to switch from new Outlook to legacy Outlook:
      • Click Outlook and select Legacy Outlook.
      • Click Help and select Revert to Legacy Outlook.

Disconnect

The Disconnect action enables you to terminate the connection with Microsoft Outlook for macOS. Use the same session name you used in the Connect action.

Settings

Session name: Specify a session name.