TotalAgility Outlook Plugin

Seamless Ribbon Integration: Access all features from a dedicated "TA Integration" tab directly within the Outlook Ribbon.

Dynamic Process Discovery: Automatically loads a gallery of available TotalAgility processes for the logged-in user.

Intelligent Context Detection: Automatically identifies the email to use, whether it's selected in the main Outlook window or popped-out in its own window. Provides a user-friendly selector if multiple emails are open.

Advanced Input Mapping: For each process variable, users can configure mappings on-the-fly:

• Text Constant: Hardcode a specific value.

• Email Property: Dynamically pull data from the email's Subject, Body, To, From, CC, BCC, Received Date, or a list of attachment names.

• Prompt at Runtime: Configure a variable to prompt the user for a value just before submission.

Flexible Document Attachment: For processes requiring documents, users can choose to automatically attach:

• The email message (.msg) and all of its attachments.

• The email message only.

• All attachments only.

• A specific subset of attachments selected from a checklist.

One-Click Favorites: Save a fully configured process with all its mappings as a "Favorite" button directly on the Outlook Ribbon for rapid, repeatable execution of common tasks.

Modern Themed UI: All pop-up windows, support Windows Light/Dark mode, and automatically invert icons for visibility.

Robust Session Management: Automatically re-authenticates to ensure the TotalAgility session never expires during use.

Increase User Productivity: Eliminates the need for users to switch between Outlook and TotalAgility, keeping them focused and efficient within their primary work environment.

Reduce Manual Data Entry & Errors: By automatically mapping data directly from the email, the plugin prevents costly and time-consuming errors caused by re-typing information.

Accelerate Business Processes: Enables immediate initiation of critical workflows the moment a relevant email arrives, reducing process latency and improving response times.

Improve Data Consistency & Governance: Favorites allow for the creation of standardized, one-click submission templates, ensuring that processes are always started with the correct information.

Enhance User Adoption: By bringing TotalAgility functionality directly to the user in a familiar application, this plugin lowers the barrier to entry and increases adoption of your automated processes.

Complete Audit Trail: Capturing the source email and its attachments directly into the TotalAgility job provides a complete and auditable record from the very beginning of the process.

The user's workstation must have network access to the Tungsten TotalAgility server.