How to set up the Tekst Outlook App

This guide walks you through the steps to install and configure the Tekst Outlook App, which allows you to interact with Tekst automations directly from your Outlook inbox.

Prerequisites

• An active Tekst account with contributor or administrator role.
• Microsoft Outlook (desktop or web version).

Installation steps

1. Open Microsoft Outlook and navigate to the Add-ins section.
2. Search for "Tekst" in the add-in store.
3. Click "Add" to install the Tekst Outlook App.
4. Sign in with your Tekst credentials when prompted.

Using the Outlook App

Once installed, the Tekst side panel will appear when viewing emails that are processed by your Tekst automations. From this panel you can:

• View automation predictions and suggested actions.
• Approve or reject human approval steps directly within Outlook.
• Edit variables such as CSV files before approving.

Getting help

If you encounter any issues during setup, please contact our support team for assistance.