Email capabilities in Theta Assist

Theta Assist can help you work with Microsoft (M365) email in a few different ways, depending on how your assistant has been set up. This can include reading email content for context, drafting email content, and sending scheduled summaries to your own inbox.

The exact email options available to you depend on your organisation’s set-up, the assistant you are using, and whether your Microsoft account is connected.

What email capabilities are available

If Microsoft 365 access is enabled for your assistant, Theta Assist may be able to help with email in these ways:

read Outlook email metadata and messages
draft new emails and replies
use email content as context for summaries and planning
send scheduled summaries to your own inbox
send workflow notifications to yourself after an automated task completes

For example, a scheduled job can check your overnight emails, calendar, Teams chats, and meeting transcripts, then email you a summary. A scheduled workflow can also email you a completion summary after processing files or running a multi-step task.

Before you start

Make sure:

you are using an assistant with Microsoft access enabled
you can see the wrench icon in the message box
your Microsoft account is connected
there is no red dot showing on the wrench icon
your assistant has the email-related Microsoft options enabled

Quick guide — use email features in Theta Assist

Connect your Microsoft account

Open the assistant you want to use.
Look for the wrench icon in the message box.
If there is a red dot, open the connector list.
Find the Microsoft option you need.
Click Authenticate.
Sign in with your Microsoft account.
Approve the requested permissions if prompted.
Return to Theta Assist and confirm the red dot has disappeared.

Ask the assistant to help with email

Once connected, you can ask the assistant to help with tasks such as:

summarising recent emails about a project
pulling together important messages from overnight
drafting an email from notes or bullet points
drafting a reply based on thread context
preparing a daily brief and emailing it to you
sending a summary after a scheduled workflow finishes

Use email in scheduled jobs

If your organisation has enabled scheduled jobs, you can set up an assistant to run automatically and email results to you.

Open the assistant you want to schedule.
Go to Advanced Options > Schedules.
Click Add Schedule.
Add a name, schedule, and initial prompt.
In the prompt, tell the assistant what to review and what email output you want.
Click Save.

A common example is a daily morning brief that checks your unread emails, Teams messages, meetings, and transcripts, then emails you a structured summary.

What to expect

Email behaviour can vary depending on how the assistant has been configured.

General capabilities include

read and summarise email content
draft new emails or replies
email-to-self - e.g. after a scheduled job completes

Available actions depend on the tools enabled for that assistant

Common examples

Daily morning brief

A scheduled assistant can:

check unread emails from overnight
review Teams chats and meeting transcripts
look at your upcoming meetings
email you a prioritised summary for the day

Workflow completion summary

A scheduled workflow can:

process files from SharePoint or OneDrive
extract or summarise information
complete the follow-up task
email you a summary confirming what happened

Drafting support

Depending on set-up, the assistant may also help draft:

a new email from notes
a reply to an existing message
a follow-up after a meeting
a polished version of a rough email draft

Troubleshooting

I cannot see the wrench icon

This usually means the assistant does not have any tools connected that require authentication.

Ask the assistant author or your admin to enable Microsoft access for that assistant.

Microsoft is not listed in the wrench menu

This usually means Microsoft connectors or M365 Tools have not been enabled for that assistant or organisation.

The red dot is still showing

Try these steps:

Refresh the page.
Open the wrench icon again.
Check the authentication status.
Re-authenticate if needed.

Authentication failed

Check that:

you signed in with the correct Microsoft account
you already have access to the Microsoft 365 services involved
your organisation allows that connector
you approved the requested permissions

The assistant can read email but cannot send or draft what I want

Available features depend on the assistant’s configuration. If a feature is missing, ask your assistant author or admin whether the correct Microsoft options have been enabled.

Theta Assist imposes some security restrictions on what can be sent by e-mail or included in an AI-generated e-mail draft. Unsafe elements may be stripped from your proposed message.

Images cannot be included in Theta Assist emails.