What AP work can I automate with Outlook in Cadense?

Common Outlook AP workflows include: Capture invoices from AP and department inboxes.; Forward exceptions to the right finance owner.; Draft supplier follow-ups for missing remittance, PO, or tax details..

How do I connect Outlook to Cadense?

Create a Cadense workspace, add a Outlook block to an AP workflow, and authenticate with one-click oauth — no credentials to copy-paste. Choose the Outlook tool you need, connect it to your invoice, vendor, approval, reconciliation, or audit steps, and run the workflow.

Can a Cadense agent use Outlook during AP operations?

Yes. A Cadense agent can use Outlook tools as part of a controlled AP workflow. The workflow can read context, prepare outputs, request review, and write records while keeping approvals and audit events visible to finance operators.

How do I use send email from Outlook in an AP workflow?

Add a Outlook block to the workflow and select "Send Email" as the tool. Required fields can reference earlier AP steps such as extracted invoice fields, vendor records, approval decisions, or reconciliation results.

How do I trigger a Cadense agent from Outlook automatically?

Add a Outlook trigger block to your AP workflow and copy the generated webhook URL. Paste that URL into Outlook's webhook settings and select the events you want to listen for (Outlook Email Trigger). Matching events can start invoice intake, vendor review, approval, reconciliation, or audit workflows automatically.

What data does Cadense receive when a Outlook event triggers an agent?

When Outlook sends a webhook, Cadense receives the event payload from Outlook, typically the changed object plus event metadata. Your workflow can pass those fields into extraction, approval, reconciliation, notification, or audit steps according to your configuration.

What Outlook tools does Cadense support?

Cadense supports 9 Outlook tools: Send Email, Draft Email, Read Email, Forward Email, Move Email, Mark as Read, Mark as Unread, Delete Email, Copy Email.

Which paid plan includes the Outlook integration?

Cadense includes integration access for AP workflow setup on paid plans. Limits may depend on document volume, workflow runs, storage, connected systems, and support needs.

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Outlook

Turn Outlook vendor mailboxes into controlled invoice intake and follow-up workflows.

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AP use case

Use Outlook to capture AP emails from Microsoft 365. Cadense can read vendor messages, collect attachments, draft replies, route invoice exceptions, and keep the full message thread tied to the AP record.

AP workflows this supports

Capture invoices from AP and department inboxes.
Forward exceptions to the right finance owner.
Draft supplier follow-ups for missing remittance, PO, or tax details.

Data handled

Vendor emails
Invoice attachments
Mailbox folders
Message threads

How to automate Outlook with Cadense

Open your AP workspace
Create a Cadense account and open the workspace where your invoice, vendor, approval, payment, and audit workflows live.
Add a Outlook block
Add a Outlook block to the AP workflow and connect your account with one-click OAuth.
Connect AP context and controls
Choose the Outlook operation you need, connect invoice or vendor context from earlier steps, add approval or audit checks, and run the workflow.

Real-time triggers

Connect a Outlook webhook to Cadense and your AP workflow runs when invoice, vendor, approval, payment, or exception events happen.

Outlook Email Trigger

Use Outlook Email Trigger to start or update a invoice intake workflow when Outlook sends a relevant event.

Supported tools

9 Outlook tools available for Cadense workflows

Send Email

Run Send Email when an AP workflow needs to capture, update, or send invoice intake context through Outlook.

Draft Email

Run Draft Email when an AP workflow needs to capture, update, or send invoice intake context through Outlook.

Read Email

Run Read Email when an AP workflow needs to capture, update, or send invoice intake context through Outlook.

Forward Email

Run Forward Email when an AP workflow needs to capture, update, or send invoice intake context through Outlook.

Move Email

Run Move Email when an AP workflow needs to capture, update, or send invoice intake context through Outlook.

Mark as Read

Run Mark as Read when an AP workflow needs to capture, update, or send invoice intake context through Outlook.

Mark as Unread

Run Mark as Unread when an AP workflow needs to capture, update, or send invoice intake context through Outlook.

Delete Email

Run Delete Email when an AP workflow needs to capture, update, or send invoice intake context through Outlook.

Copy Email

Run Copy Email when an AP workflow needs to capture, update, or send invoice intake context through Outlook.

Frequently asked questions

Cadense's Outlook integration connects Outlook to accounts payable workflows for invoice intake. Turn Outlook vendor mailboxes into controlled invoice intake and follow-up workflows. Finance teams can combine Outlook with document extraction, approval routing, reconciliation review, and audit logging.

Start automating Outlook today

Build your first AP workflow with Outlook. Connect invoice, vendor, approval, payment, reconciliation, and audit steps without rebuilding your finance stack.