Meet Your New Team

Outermind deploys a team of specialized AI agents, each designed for a specific task. Start with one, scale to many.

📧
Tier 1

Mailbox Assistant

Drafts replies while you sleep.

Your first line of defense against inbox overload. The Mailbox Assistant learns your tone, analyzes email threads, and drafts personalized responses. Configure it to send automatically for routine queries or hold everything for your review—you're in control.

Key Capabilities:

create_draft_reply

Save draft replies to your Outlook Drafts folder for review

reply_email

Send email replies (autonomy level configurable per agent)

web_search

Search the web for public information via Bing/Google

calendar_manage

Check availability, book, and manage meetings

read_file

Read attached PDFs and documents in email threads

lookup_vip

Check if sender is a VIP contact for priority handling

request_human_approval

Escalate to manager via email with one-click approve/deny

invoke_sme

Invoke specialist SME agents for domain-specific tasks

caioo

Your AI Chief Operating Officer for strategic goal execution

🔍
Tier 2

Subject Matter Expert

Enterprise AI search. Instant answers from your docs.

Powered by Azure AI Search and RAG (Retrieval-Augmented Generation), the Subject Matter Expert searches your email archives, corporate knowledge bases, SharePoint, and OneDrive using semantic understanding—not just keywords. Answer questions about company policies, employee handbooks, benefits, and procedures. Every answer cites its sources, eliminating guesswork and hallucinations.

Key Capabilities:

search_sharepoint

RAG across SharePoint sites and OneDrive

lookup_employee

Query Entra ID for employee details and org structure

crm_read

Look up deals and contacts in Salesforce or HubSpot

multi_mailbox

Monitor multiple email mailboxes from a single tenant

notify_user

Send notifications to users via Microsoft Teams

jira_read

Check status of tickets and issues in Jira

request_human_input

Escalate decisions to managers with one-click email approval

manage_project

Plan, schedule, and track multi-week projects with milestones

index_knowledge

Auto-capture valuable insights and research into your knowledge base

mine_mailbox

Autonomously build knowledge bases from email archives when agents identify information gaps

📱
Tier 2

Social Media Manager

Your wordsmith. Keeps your social presence active.

Build your brand while you focus on your business. The Social Media Manager drafts LinkedIn posts that match your voice, monitors comments and suggests replies, creates Instagram content, and keeps your Twitter active—all with your approval before anything goes live.

Key Capabilities:

linkedin_post

Create and publish LinkedIn posts on your behalf

linkedin_comments

Monitor and draft replies to LinkedIn comments

social_analytics

Track engagement metrics across platforms

content_calendar

Plan and schedule posts across all channels

⚙️
Tier 3

Operations Agent

Read/Write access to SQL databases and APIs.

The power user's dream. Connect the Operations Agent to your Azure SQL database, legacy ERP, or any API. It can execute queries, update records, and trigger webhooks—all with full audit logging.

Key Capabilities:

sme_orchestration

Advanced SME agent orchestration and coordination

query_quickbooks

Query QuickBooks Online for customers, vendors, invoices, bills, and payments

query_sql

Read/write access to Azure SQL and Postgres databases

http_webhook

Connect to any third-party API or legacy ERP

crm_write

Update CRM records, log notes, change deal stages

github_tools

Create issues, manage PRs, monitor CI/CD workflows, and execute code tasks

send_sms

Send SMS notifications via Twilio

azure_ai_search

Advanced vector search across massive datasets

orchestrate_campaign

Coordinate multi-channel campaigns with external APIs and data

👔
Pro Plus

Chief AI Operating Officer

An autonomous AI executive working under your direction.

The ultimate AI team member. Your CAIOO manages corporate goals, creates strategic projects, and orchestrates other AI agents to accomplish complex initiatives. It learns your organization's people, processes, and culture—then works autonomously while keeping you in control of major decisions. Wake up each day to progress reports, not to-do lists.

Key Capabilities:

manage_goals

Track and execute on corporate goals assigned by Business Owner

create_projects

Break goals into structured projects with milestones and deadlines

orchestrate_agents

Delegate work to SME agents and coordinate their output

learn_organization

Build knowledge of your people, processes, and culture

daily_execution

Autonomous wake-up cycle to review progress and execute tasks

escalate_decisions

Seek human approval for major decisions and milestones

The SuperAgent Architecture

Behind the scenes, a SuperAgent orchestrates everything. It reads incoming messages, understands intent, and routes work to specialist agents—each optimized for specific tasks.

🧠

SuperAgent

The orchestrator. Analyzes context, plans multi-step workflows, and delegates to specialists.

📧Email Specialist

Drafts replies, manages threads

🔍Research Specialist

Searches SharePoint, queries databases

📅Calendar Specialist

Books meetings, checks availability

📖Platform Knowledge

Explains capabilities, guides users

⚡

Your Custom Workflow Engine

The SuperAgent is powered by a workflow engine that's completely tailored to your business. Define routing rules, approval chains, and escalation paths—trained on your processes.

🏢Domain-based routing

"Emails from @bigclient.com → executive sign-off required"

📊Confidence thresholds

"Product questions with 90%+ match → auto-reply enabled"

✋Human-in-the-loop approvals

"Discount above 20% → manager approval via email, one-click response"

⭐VIP handling

"Contacts tagged "VIP" → priority queue + CC account manager"

📦Order status automation

""Where is my order?" + order found → auto-reply with tracking"

⏰Escalation with backup

"Manager unresponsive 4 hours → auto-escalate to backup approver"

You define the rules. The SuperAgent learns your business logic and applies it consistently across thousands of interactions—while keeping humans in control of what matters most.

Powered by Microsoft Azure AI

Your AI Agents Can Search Your Entire Document Library

Grounded Knowledge Indexes give your AI agents access to your actual business documents— policies, emails, handbooks, and project files. Semantic search that understands meaning, not just keywords. Every answer cites its sources.

🏢

Enterprise-Grade Technology

Built on Microsoft Azure AI Search and Azure OpenAI—the same platform trusted by the world's largest companies for mission-critical AI workloads.

Fortune 500 trusted
⚡

Wizard-Driven Setup

No technical expertise required. Our step-by-step wizard walks you through setup in minutes, not months. Create Azure resources and we handle the integration.

Minutes to deploy
🎯

Grounded, Accurate Answers

RAG (Retrieval-Augmented Generation) ensures agents answer from your actual documents—not hallucinations. Every response cites its sources.

Citation-backed

Index Your Entire Business Knowledge

Connect the documents that matter most to your operations. Your AI agents will search and understand all of it.

☁️

SharePoint Libraries

Auto-sync Word, Excel, PowerPoint, and PDFs from SharePoint

📧

Email Archives

Past conversations, decisions, and commitments

🏢

Corporate Knowledge

Employee handbooks, HR policies, benefits, PTO

💰

Financial Policies

Expense reports, payroll, reimbursements

📁

Project Documents

Proposals, specs, and deliverables

📋

Vendor Contracts

SLAs, agreements, and terms

🎓

Training Materials

Onboarding guides and tutorials

⛏️

Agent-Mined Emails

Agents autonomously build targeted knowledge from mailboxes

🤖

AI-Discovered Insights

Knowledge your agents capture during operations

Four Building Blocks, Fully Automated

Outermind automatically creates and connects these Azure components when you set up your knowledge base. What typically takes weeks of development is done in minutes.

🔍1

AI Search Index

Vector and semantic search powered by Azure AI Search for precise document retrieval

📚2

Knowledge Source

Connect your email archives, SharePoint, and documents as searchable knowledge

🧠3

Knowledge Base

Orchestrates retrieval and synthesis for grounded, accurate answers

💬4

Chat Completion Model

Azure OpenAI models synthesize contextual responses from your data

Available Now

Knowledge Index Setup Wizard

Our step-by-step wizard guides you through creating your Azure AI Search and Azure OpenAI resources, then automatically configures everything for optimal performance. No Azure expertise required.

1Create Azure resources with one-click templates
2Provide your API keys—we handle the integration
3Auto-configure semantic search and vector embeddings
4Start asking questions about your documents immediately
🧙

Your knowledge base grows smarter over time. Policies, products, procedures, customer history, and hard-won expertise—plus insights your AI agents discover and index automatically. Outermind's Grounded Knowledge Indexes make all of it searchable, so your AI agents deliver answers grounded in your reality, not generic internet training data.

AI That Remembers

AI Agents That Learn and Improve

No more repetitive explanations. Your AI agents remember your contacts, preferences, and ongoing projects—while following company-wide policies you control.

💭

Personal Memories

Personalized interactions that improve over time

👤

Remembers Your Contacts

The agent knows John from Acme prefers Tuesday meetings and likes detailed technical specs.

📋

Tracks Ongoing Projects

No need to re-explain context. The agent remembers where you left off with each client.

💬

Learns Communication Styles

Formal for the board, casual for your team. The agent adapts its tone automatically.

🧠

Recalls Past Decisions

"Last quarter we decided to..." The agent remembers agreements and commitments.

💡

Auto-Captures Valuable Insights

Agents automatically index research findings, meeting outcomes, and discoveries into your knowledge base.

"The agent found the answer to a complex technical question, then automatically indexed it so the whole team could benefit from the research."

🌐

Global Memories

Ensure every AI agent follows your company policies

📜

Enforce Company Policies

All agents automatically follow your compliance guidelines and brand standards.

🎯

Consistent AI Behavior

Every agent in your organization behaves according to the same rules.

🔐

Controlled Access

Only authorized administrators can set policies. Full audit trail for compliance.

🔄

Organization-Wide Updates

Change a policy once, and every agent follows it immediately.

"We added a global memory about our new GDPR policy. Now every agent automatically includes the right disclaimers."

The difference between a generic AI assistant and a true team member?

Memory. Your AI agents build context over time, getting better at anticipating your needs while always staying aligned with company policies. They automatically capture valuable discoveries and index them for the whole team. No training required—they just learn.

Intelligent Caching

Your AI Never Does the Same Work Twice

Agent Artifacts automatically cache and reuse AI-generated reports, analyses, and research. Reduce costs, speed up responses, and build a searchable library of AI-generated outputs.

🔄

Never Do the Same Work Twice

When someone asks for last quarter's sales report, the agent finds it instantly instead of regenerating from scratch.

🤝

Cross-Agent Knowledge Sharing

Research done by one agent is available to all. The sales agent can reference the support agent's analysis.

🔍

Automatic Similar Request Detection

Asking for "Q3 revenue breakdown"? The agent surfaces the existing "Q3 financial summary" as a starting point.

📚

Searchable AI Output Library

Every report, analysis, and research document your agents create—organized and searchable.

Real Cost Savings

With BYOK pricing, every token saved is money in your pocket. Here's how artifacts reduce your AI spending.

Weekly Team Status Report

Without:Generated fresh every week: ~2,000 tokens x 52 weeks
With Artifacts:Cached template + updates: ~500 tokens x 52 weeks
75% fewer tokens

Customer FAQ Responses

Without:Researched and drafted each time: ~1,500 tokens x 100 requests
With Artifacts:Cached answers reused: ~200 tokens x 100 requests
87% fewer tokens

Quarterly Analysis Documents

Without:Full research + synthesis: ~5,000 tokens x 4 quarters
With Artifacts:Incremental updates on cached base: ~1,000 tokens x 4 quarters
80% fewer tokens

How Artifacts Work

📝
1

Agent Creates Output

Report, analysis, or research is generated

💾
2

Automatic Caching

Output is saved with context and metadata

🔗
3

Smart Matching

Similar requests surface existing artifacts

♻️
4

Reuse or Update

Return cached version or build upon it

Smart AI is efficient AI. Your agents learn what outputs are valuable and reuse them automatically—saving you time and money while building an ever-growing library of organizational knowledge.

QuickBooks Online Integration

Real-Time Financial Intelligence at Your Fingertips

Your AI agents can query QuickBooks Online for instant insights on customers, vendors, invoices, bills, and payments. Ask questions in plain English and get real-time financial data.

⚡

Zero-Touch Setup

Connect via OAuth with one click. Your AI gets default query access automatically—no manual configuration required.

Minutes to deploy
🔄

Real-Time Data

No stale reports. Agents query your live QuickBooks data for current balances, invoices, and payment status.

Always current
🛡️

Enterprise-Grade Security

Read-only default access, optional write for contacts only, complete audit logging, and configurable rate limits.

Compliance-ready

Ask Your AI Agent Anything About Your Finances

Natural language queries that return real-time financial insights. No SQL required.

💰
Accounts Receivable

"What's our outstanding AR balance?"

Agent queries unpaid invoices in real-time and provides current receivables summary.

📊
Vendor Analysis

"Show payments to Acme Corp in last 6 months"

Agent pulls vendor payment history to verify contract terms and spending compliance.

🏆
Spend Intelligence

"Who are our top 5 vendors by spend?"

Agent ranks vendors by total spending for strategic procurement insights.

📅
Accounts Payable

"What bills are due in next 7 days?"

Agent prioritizes upcoming payments so you never miss a deadline.

Connect in Minutes

1

Connect

Admin authorizes via OAuth

2

Auto-Configure

Default query tool created

3

Query

AI asks financial questions

4

Audit

Every query logged

5

Optional Updates

Contact changes with approval

Financial Data Stays Protected

Built for compliance. Your QuickBooks data is accessed through secure OAuth tokens, with read-only defaults and complete audit trails for every query.

🔒

Read-Only Default

Financial data stays protected with read-only access by default.

📋

Complete Audit Trail

Every query is logged for compliance and review.

✋

Approval Workflows

Optional write operations require explicit approval.

⚡

Configurable Rate Limits

Control query frequency to match your needs.

Stop digging through reports. Your AI agents deliver real-time financial insights through natural conversation. Connect QuickBooks Online and unlock intelligent vendor analysis, payment tracking, and accounts receivable visibility.

Automated Reporting

Stay Informed Without Logging In

Daily Activity Summary delivers comprehensive reports about your AI agents directly to your inbox. Know exactly what happened, how much it cost, and what needs attention.

📧

Outermind Daily Activity Summary

noreply@outermind.ai

Subject: Outermind Daily Activity Summary - January 15, 2026

47

Executions

42

Completed

3

Escalated

2

Errors

Cost Summary

Total tokens used125,000
Total cost$12.45

+ Agent activity, escalation details, error logs...

📊

Quick Stats

At-a-glance metrics showing total executions, completed tasks, escalations, and errors.

💰

Cost Tracking

Token usage and cost breakdown so you always know what your AI team is costing.

🤖

Agent Breakdown

See which agents are doing the most work and how they perform individually.

🚨

Escalation Alerts

Never miss an escalation - get notified of every decision that needed human input.

Configure Once, Stay Informed Forever

Set your preferred schedule, choose which sections to include, and add your team. Outermind handles the rest - aggregating data, generating reports, and delivering them right when you need them.

1
Choose your schedule

Daily at 5 PM, weekly on Mondays, or custom CRON

2
Add recipients

Direct emails, roles, or specific users

3
Select content sections

Costs, escalations, errors, agent breakdown

4
Receive automated reports

Professional HTML emails in your inbox

📬

Schedule flexibility scales with your plan

StarterDaily
ProDaily, Weekly
Pro PlusDaily, Weekly, Custom

Long-Running Project Management

Outermind agents don't just handle one-off tasks—they can plan, schedule, and manage multi-week projects from start to finish.

Professional Plan & Above

🚀

GTM Campaign Launch

Coordinate a product launch across marketing, sales, and support.

  • •Research competitor positioning and market timing
  • •Schedule stakeholder briefings and approval checkpoints
  • •Coordinate content creation across email, social, and blog
  • •Track launch milestones and send status updates
  • •Compile post-launch metrics from CRM and analytics
🔄

Change Management

Roll out new processes or tools with stakeholder buy-in.

  • •Draft communication plans for affected departments
  • •Schedule training sessions and track attendance
  • •Send milestone reminders and progress updates
  • •Collect feedback via automated check-ins
  • •Generate adoption reports from usage data
📱

Social Media Campaign

Plan and execute multi-week content campaigns.

  • •Build content calendar with themes and posting schedule
  • •Draft posts aligned with campaign messaging
  • •Coordinate approval workflows with stakeholders
  • •Schedule posts and monitor engagement
  • •Compile weekly performance summaries
🤝

Client Onboarding Program

Guide new clients through a structured onboarding journey.

  • •Send welcome sequences with next steps
  • •Collect required documents and track submissions
  • •Schedule kickoff and milestone meetings
  • •Send automated check-ins at key intervals
  • •Escalate blockers to account managers
📋

RFP Response Coordination

Manage complex proposal responses across teams.

  • •Parse RFP requirements and create response outline
  • •Assign sections to subject matter experts
  • •Track completion status and send reminders
  • •Compile and format final submission
  • •Coordinate review cycles and approval chains
👥

Hiring Campaign

Run a structured recruiting process from posting to offer.

  • •Draft job descriptions and coordinate postings
  • •Screen incoming applications against criteria
  • •Schedule interviews and send candidate prep materials
  • •Collect interviewer feedback and summarize
  • •Track pipeline metrics and time-to-hire

How It Works

Tell the agent what you want to accomplish, and it creates a project plan with milestones. As work progresses, the agent schedules follow-ups, sends reminders, coordinates with stakeholders, and keeps you updated—all while awaiting your approval for key decisions.

How It Works

📬
1

Email Arrives

New email lands in your monitored mailbox

🤖
2

Agent Analyzes

AI reads the email, understands context, and plans a response

🔧
3

Tools Execute

Agent searches SharePoint, checks CRM, queries databases, and accesses platform knowledge as needed

✅
4

You Approve

Draft response awaits your approval before sending

Real-World Use Cases

See how Outermind handles everyday business scenarios.

💰

Client Asks for a Quote

Incoming Email

"Hi, can you send me pricing for 50 units of Product X?"

Agent Actions

Agent searches CRM for customer tier, checks inventory in ERP, pulls latest pricing from SharePoint, and drafts a personalized quote.

Result

Quote drafted and waiting for your approval in 30 seconds.

✋

Discount Request Needs Approval

Incoming Email

"Can we get 25% off for a bulk order?"

Agent Actions

Agent recognizes discount exceeds threshold, emails manager with full context and one-click approve/deny buttons. Manager clicks "Approve" from their phone.

Result

Manager approved in 2 minutes. Agent sends confirmed quote with discount applied.

📊

Vendor Payment Inquiry

Incoming Email

"What's our outstanding balance with TechSupply Corp?"

Agent Actions

Agent queries QuickBooks Online for vendor bills and payments, calculates current balance, and provides a breakdown of unpaid invoices.

Result

Real-time vendor balance with payment history delivered in seconds.

🎫

Support Ticket from VIP

Incoming Email

"Our integration stopped working this morning."

Agent Actions

Agent recognizes VIP contact, searches knowledge base for similar issues, checks recent system logs, and drafts a detailed response with troubleshooting steps.

Result

Priority response drafted with relevant documentation attached.

⚖️

Exception Requires Human Judgment

Incoming Email

"We need to return a product outside the normal return window."

Agent Actions

Agent flags policy exception, looks up customer history (5 years, $50K LTV), and escalates to manager with recommendation to approve.

Result

Manager reviews context, approves via email. Agent processes return and notifies customer.

🐛

Bug Report Becomes GitHub Issue

Incoming Email

"The checkout page crashes when I try to apply a coupon code."

Agent Actions

Agent searches existing GitHub issues for duplicates, creates a new issue with detailed reproduction steps, assigns to the relevant team, and adds priority labels based on customer tier.

Result

GitHub issue created and assigned in seconds. Customer notified with issue link for tracking.

Integrates With Your Stack

Connect to the tools you already use. No code required.

Microsoft 365
SharePoint
OneDrive
Outlook
Teams
Azure SQL
QuickBooks Online
Salesforce
HubSpot
Jira
Twilio
LinkedIn
GitHub
Slack(Coming Soon)
X (Twitter)(Coming Soon)
Instagram(Coming Soon)

Coming Soon

We're constantly expanding our integration capabilities. Here's what's on the roadmap.

Twitter/X Integration

Post tweets, monitor mentions, engage followers

Q2 2026

Instagram Integration

Create posts, manage stories, respond to comments

Q2 2026

Slack Integration

Enterprise entry point via Slack channels

Q1 2026

Ready to deploy your team?

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