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Connected work in Microsoft 365

Outlook, Teams and SharePoint. Working together for real.

theBRIDGE turns email, documents and conversations into a connected work process — with automation, collaboration and governed records in Microsoft 365.

  • Turn email into action not lost work
  • Collaborate in Teams with full context
  • Keep governed records in SharePoint
  • Automate routine work and save time
  • Track progress with visibility and control
Simpler filing. Smarter automation.

File in seconds. Keep work moving around the clock.

Drag emails into the right place while you're working. Let theBRIDGE's cloud-based automation handle configured processes when you're away.

Drag. Drop. Done.

Move an email directly into its SharePoint destination using theBRIDGE's drag-and-drop experience. Save immediately where supported, or complete required metadata before filing.

  • Fewer steps
  • Direct SharePoint filing
  • Metadata-aware processing
theBRIDGE Drop to File and Drop to Work targets in the Outlook add-in
Drop to File reviews before saving; Drop to Work runs a chosen action.
theBRIDGE folder navigation with the note that dragging an email onto a folder files it there
Drop onto a folder to file it there.
Explore Outlook Features

Your automation keeps working. Even when you're away.

theBRIDGE uses Microsoft 365 notifications and Azure-hosted services to execute configured automatic rules, even when Outlook is closed and your computer is switched off.

  • No local rule execution required
  • Microsoft 365-triggered processing
  • Configured cloud automation
Outlook closed · Computer off
  1. Incoming email A message arrives in the mailbox.
  2. Microsoft 365 notification Microsoft 365 tells theBRIDGE.
  3. theBRIDGE Cloud Automation Azure-hosted rules check the message.
  4. Configured action executed For example:
    • File the email and attachments to SharePoint
    • Apply configured metadata
    • Assign, categorise or set a response target
    • Post to Teams
Explore Automation
From inbox to governed outcome

A complete work process across Microsoft 365.

Receive. Understand. Process. Collaborate. Govern. Monitor.

  1. 1. Receive

    Emails arrive in Outlook or a shared mailbox.

  2. 2. Understand

    Identify context, extract metadata and check existing records.

  3. 3. Process

    Create or update Work Items, automate tasks or assign work.

  4. 4. Collaborate

    Work together in Teams with actionable cards, assignments and approvals.

  5. 5. Govern

    File to SharePoint with the right metadata and maintain a full processing history.

  6. 6. Monitor

    Track progress with Activity Hub and response targets.

Microsoft 365 Work Management
Outlook experience

Turn your inbox into a powerful work hub.

More than just filing. theBRIDGE helps you capture, understand, process and manage work directly from Outlook.

  • Save emails and attachments to SharePoint
  • Convert emails, attachments and Microsoft 365 content to PDF
  • Search and attach SharePoint content
  • Work Items with full conversation context
  • Shared mailbox queues and bulk processing
  • Send & Process with rules and automation
  • AI-assisted replies with Help me reply
  • Filing Registry and Already Filed detection
  • Response targets and Activity Hub
Explore Outlook features

Built-in document conversion

Convert emails, attachments and Microsoft 365 content to PDF for filing or sending.

Full work context

See related items, filing history and metadata.

Search and attach

Find and attach SharePoint content without leaving Outlook.

Metadata extraction

Automatically extract and update metadata.

Automation and rules

Use rules, Process Packs and automatic replies.

Built-in PDF Conversion

Convert content to PDF — before you file it or send it.

theBRIDGE includes its own embedded conversion service for transforming emails, email-and-attachment packages, supported attachments and Microsoft 365 content into PDF as part of the work process — without a separate conversion tool or download-and-reupload workflow.

Process & File
Email
PDF

Convert the email into a filing-ready PDF.

Email + Attachments
PDF

Process the email together with its attachments as part of the filing workflow.

Attachments
PDF

Convert supported attachments to PDF before saving them to SharePoint.

One embedded conversion service for incoming correspondence and outgoing Microsoft 365 content.

AI assistance in Outlook

Write better replies. With your context. In Outlook.

Help me reply drafts a response from the conversation you are in, shaped by the tone and points you choose. Review it, edit it, then insert it into your reply.

  • Choose a tone: Professional, Friendly, Concise or Detailed
  • Add your own points, or let the conversation lead the draft
  • Use context from the conversation and the linked Work Item
  • Regenerate, copy, or insert the draft at the cursor in your reply

You stay in control: drafts are marked as AI-generated, nothing is sent for you, and your organisation decides whether AI is available.

Explore AI in Outlook Discover AI Intelligence
Illustrative example with fictional data. You review, edit and insert the draft; nothing is sent for you.
Connected work context

One piece of work. One context. Across Microsoft 365.

A Work Item brings together the email conversation, documents, people, metadata, actions and governed SharePoint record — keeping the full business context connected as work moves across Microsoft 365.

O Outlook T Teams S SharePoint
Work Item Customer enquiry In Progress
  • Conversation Original email thread
  • Attachments Documents & related files
  • Workspace Governed SharePoint record
  • Metadata Classified & searchable
  • Owner Assignment & accountability
  • Due date Response target
  • Teams Collaboration in context
  • Approvals Tracked & auditable
  • Activity Full processing history
Shared mailbox operations

Turn shared mailboxes into managed work queues.

Give teams clear ownership, response expectations and visibility while keeping every email, action and record connected to the same work context.

  1. 12 New
  2. 8 Assigned
  3. 6 In Progress
  4. 3 Waiting
  5. 27 Completed
Work item Owner Status Response target
Customer enquiry In Progress Due 2h
Service request Assigned Due today
Invoice query New Unassigned
Claim submission Waiting Overdue
Procurement request Completed Met
  • Assignment & ownership
  • Response targets
  • Bulk Actions
  • Send & Process
  • Filing Registry / Already Filed
  • Rules & automation
  • Escalation to Teams
  • Activity Hub
Explore Shared Mailbox Operations
Teams collaboration

Move work into Teams without losing its context.

Bring the full Work Item into Teams so people can collaborate, act, approve and stay informed without disconnecting the work from Outlook or the governed SharePoint record.

Outlook Teams SharePoint
Explore Teams features
theBRIDGE Work Hub in Microsoft Teams showing queue counts and the My Work list with status and response targets
  • Collaborate with full context Keep the email, documents, metadata and activity together.
  • Assign and notify Push work to the right people and proactively notify them.
  • Approve in Teams Complete approvals without losing the underlying Work Item.
  • Escalate when needed Move work from Outlook into the mapped Team or Channel.
  • Stay ahead of deadlines Surface due-soon and overdue Work Items proactively.
  • Act from the card Open, assign, approve or continue the Work Item directly from Teams.
Process automation

Automate the routine. Keep people in control.

Use rules to detect incoming work, apply business logic and trigger the right actions across Outlook, Teams and SharePoint — without disconnecting the Work Item from its business context.

When
Incoming email matches conditions
If / Conditions
  • Sender
  • Recipient / shared mailbox
  • Subject / keywords
  • Workspace
  • Metadata
  • Work Item state
  • + other rule criteria
Then / Actions
  • Create or update Work Item
  • File email / attachments to SharePoint
  • Apply metadata
  • Assign work
  • Set response target / due date
  • Run Process Pack
  • Send automatic reply — saved template
  • Post to Teams
  • Notify / escalate
  • Update status
  • Trigger intelligently Match incoming work against configurable business conditions.
  • Automate processing File, classify, assign, route and update without manual repetition.
  • Reply automatically Send rule-based responses using approved email templates.
  • Connect Teams Post, assign, escalate or notify the right Team or Channel.
  • Keep records governed Ensure emails, documents and metadata reach the correct SharePoint location.
  • Maintain visibility Every automated action remains part of the Work Item history.
Repeatable processes

Turn repeatable work into one controlled action.

Process Packs combine multiple steps into a reusable business process so users can execute consistent actions without manually repeating every step.

Rules decide WHEN something happens. Process Packs define WHAT sequence runs.

  • Customer Enquiry
  • Invoice Processing
  • Service Request
  • Approval / Escalation
  • Case Intake
Process Pack: Customer Enquiry
  1. 1 Create / update Work Item
  2. 2 Apply metadata
  3. 3 File email + attachments
  4. 4 Assign owner
  5. 5 Set response target
  6. 6 Post to Teams
  7. 7 Send acknowledgement
  8. 8 Record activity
  • Reusable multi-step processes
  • Consistent handling, less manual work
  • Triggered by rules or run manually
  • Works across Outlook · Teams · SharePoint
  • Processing history stays visible
Governed records

Keep the work moving. Keep the record governed.

theBRIDGE connects day-to-day work in Outlook and Teams with the governed SharePoint record — so emails, attachments, metadata and processing history reach the right location without breaking the user’s workflow.

  1. Communication Outlook
  2. Work / Process theBRIDGE
  3. Collaboration Teams
  4. Governed record SharePoint
Explore records and governance Email & Records Management
  • File with context Keep the original email, attachments and Work Item relationship intact.
  • Apply the right metadata Capture and update SharePoint properties as part of the process.
  • Know what is already filed Use Filing Registry and Already Filed detection to avoid duplicate processing.
  • Find and reuse content Search SharePoint and attach governed content directly to outgoing emails.
  • Automate governance Rules and Process Packs can route records to the correct location.
  • Keep the history connected Maintain the processing trail around the same Work Item.
Operational visibility

Know what is happening before work gets missed.

Track ownership, activity and response expectations across Work Items so teams can see what needs attention, what is approaching its target and what has already happened.

Activity Hub — Response targets
  • 14 On Track
  • 5 Due Soon
  • 2 Overdue
  • 38 Completed

SLA-lite response targets for business work — not a full ITSM platform.

Work Item activity
  1. Email received 09:02
  2. Work Item assigned to Alex 09:05
  3. Metadata applied 09:06
  4. Posted to Teams 09:12
  5. Approval completed 10:20
  6. Response sent 10:24
  7. Filed to SharePoint 10:25
  • See ownership Know who is responsible for each Work Item.
  • Track response targets Make due-soon and overdue work visible.
  • Understand the history See the processing trail around the Work Item.
  • Act proactively Use Teams notifications and queues to surface work before it is missed.
  • Keep queues visible Understand workload and status across shared mailbox operations.
  • Monitor outcomes See what has progressed, completed or requires attention.
Enterprise platform

Built for enterprise Microsoft 365 environments.

theBRIDGE is an Azure-hosted, multi-tenant SaaS platform designed to connect Microsoft 365 work securely across Outlook, Teams and SharePoint.

Microsoft 365
  • Outlook
  • Microsoft Teams
  • SharePoint
  • Microsoft Entra ID
  • Microsoft Graph
theBRIDGE SaaS platform
  • Work Item services
  • Processing APIs
  • Automation / Rule Engine
  • Process Packs
  • Teams integration
  • Administration / configuration
Client data plane
  • Dedicated Cosmos account / data plane per client
  • Tenant configuration
  • Work / processing data
  • Rules / mappings / metadata
Microsoft Azure
  • Azure-hosted backend services
  • Secure, scalable cloud architecture
  • Microsoft-native integration Designed around Microsoft Entra ID, Graph, Outlook, Teams and SharePoint.
  • Tenant-aware SaaS Central platform services with tenant-specific configuration and control.
  • Dedicated client data plane Client data is separated through a dedicated Cosmos account / data plane per client.
  • Azure hosted Backend services operate within Microsoft Azure.
  • Enterprise administration Tenant and platform controls are managed centrally.
  • Built to scale Architecture can grow with larger deployments and additional workflows.
Central administration

Control the platform without losing tenant separation.

Configure workspaces, mappings, rules and tenant behaviour through theBRIDGE Control Center, with distinct administration experiences for customer and platform operations.

Control Center tenant overview for a TenantAdmin with attention signals, tenant modules and diagnostics
TenantAdmin: customer-side administration
Control Center platform overview for a PlatformAdmin with operational attention, tenant landscape and licensing summary
PlatformAdmin: platform and client operations
  • Configure workspaces Control how SharePoint locations participate in theBRIDGE.
  • Map Teams Connect workspaces with the correct Teams and Channels.
  • Manage automation Configure rules, Process Packs and response behaviour.
  • Control tenant settings Manage organisation-specific configuration centrally.
  • Operate the SaaS platform Support tenant onboarding and platform operations through PlatformAdmin.
  • Maintain separation Administration respects the boundaries between subscribed tenants.

Outlook is where work arrives. Teams is where people collaborate. SharePoint is where governed records belong.

theBRIDGE connects the process.

Bring communication, collaboration, automation and governed records together in one connected Microsoft 365 work process.