Outlook Work Hub

Turn your inbox into a powerful work hub.

theBRIDGE helps you capture, understand and process business work directly from Outlook — while keeping SharePoint records, Teams collaboration and automation connected.

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O Outlook

FocusedOther

SMSarah MitchellProduct information enquiry10:34 AM
DCDavid ChenService request follow-up9:15 AM
ECEmily CarterUpdated proposal documents8:42 AM

theBRIDGE in Outlook showing the selected email as Filed, Quick File destinations and drag and drop targets

T Teams S SharePoint

From message to business process

An email is often the start of the work — not the end of it.

Without structure, email-driven work stays invisible.

Emails remain buried in inboxes
Attachments are copied manually
Context gets separated from documents
Nobody knows if something was already filed
Ownership and follow-up become unclear

Incoming Email

Understand Context

Create / Update Work Item

Process

Collaborate

Govern in SharePoint

Track

Smart Filing

File emails and attachments without leaving Outlook.

Save email to SharePoint
Save attachments separately
File email + selected attachments
File to configured SharePoint workspace
Choose library and folder
Preserve email context
Maintain Work Item relationship

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theBRIDGE in Outlook browsing SharePoint sites, libraries and folders to choose where an email is filed

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 Convert the email into a filing-ready PDF.

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

Attachment(s) Convert supported attachments to PDF before saving them to SharePoint.

PDF

Metadata / Processing

SharePoint

Compose & Send

New Message

To: customer@contoso.com

Subject: Updated proposal

Attach from Microsoft 365

Proposal.docx SharePoint

Pricing.xlsx Teams

Convert to PDF before attaching

Attachments

Proposal.pdf

Pricing.pdf

Ready to send

Content selected from

Teams

SharePoint

OneDrive

Built into the workflow — not bolted on as a separate converter.

theBRIDGE in Outlook with search and a list of SharePoint sites ready to browse

Connected Content

Find SharePoint content without leaving the email.

Search SharePoint from Outlook
Find files and content across libraries
Attach SharePoint content to outgoing emails
Preserve links to governed source content
Avoid downloading and re-uploading files

Explore SharePoint-connected work

Context & Metadata

Turn email context into useful SharePoint metadata.

theBRIDGE can extract email properties and use that information to update SharePoint columns — keeping records rich and searchable without manual entry.

Work Context

Keep the conversation, documents and actions together.

The Work Item holds everything about a piece of work in one place — visible right inside Outlook.

theBRIDGE Work item detail in Outlook with status, category, workspace, owner and response target for a customer enquiry

Email conversation
Attachments
Owner & assignment
Status & state
Workspace
SharePoint location
Due date & response target
Teams channel
Activity history

Filing Awareness

Know what has already been filed.

The Filing Registry helps users avoid unnecessary duplicate processing by showing when content has already been filed.

theBRIDGE filing history in Outlook showing when and by whom an email was already filed

theBRIDGE work details showing the email is already filed to a SharePoint location

Shared Mailbox Work

Turn shared inboxes into visible work queues.

Shared mailbox access
Process incoming messages
Ownership and assignment
Work Item status tracking
Response targets
Bulk actions
Send & Process
Escalation to Teams
Activity visibility

Explore Shared Mailbox Operations

Customer Enquiries 24

From Subject Status Owner Age

Sarah Mitchell Product information enquiry In Progress AM 2h 15m

David Chen Service request follow-up New — 45m

Emily Carter Updated proposal documents Waiting LW 1h 30m

Michael Brown Invoice query Assigned DC 3h 05m

Outgoing Work

Send the response and process the work in one flow.

Send & Process lets users send an email while triggering filing, Work Item updates, metadata and automation — all in one action.

AI assistance

AI-assisted replies, inside the Outlook add-in.

Two ways to start a reply faster, whether you are reading a message or already writing back. You always review the draft before it goes anywhere.

Reading an email

Draft a Reply

From the email you are reading, choose a tone, add optional instructions and generate a reply. Copy it or open it as a reply to refine.

Draft a Reply

Tone Professional

Optional instructions Confirm we can send the product guide today and offer a short call.

AI-generated draft: check it before you use it

Hi Sarah,

Thank you for your enquiry about our product range. I have attached the product guide, which covers the options you asked about.

If it would help, I am happy to arrange a short call this week to walk through the details.

Kind regards,
Alex

Copy reply Regenerate Open reply

Illustrative example with fictional data.

Writing a reply

Help me reply

While composing a reply, pick the message you are answering, set the tone and add your points. Review the draft, regenerate if needed, then insert it at the cursor.

Help me reply

Which message are you replying to?

Product information enquirySarah Mitchell · Contoso

Tone Professional

What should the reply say? (optional) Confirm we can send the product guide today and offer a short call.

AI-generated draft: check it before you use it

Hi Sarah,

Thank you for your enquiry about our product range. I have attached the product guide, which covers the options you asked about.

If it would help, I am happy to arrange a short call this week to walk through the details.

Kind regards,
Alex

Copy Regenerate Insert into reply

Illustrative example with fictional data.

Context-aware: uses the conversation and, where one is linked, the Work Item
Tone options: Professional, Friendly, Concise or Detailed
Reviewed by you: drafts are marked as AI-generated and are never sent automatically
Enabled by your organisation through the Control Center

Discover AI Intelligence in theBRIDGE

High-Volume Processing

Handle repetitive inbox work at scale.

Multi-select emails for processing
Bulk file to SharePoint
Bulk assign ownership
Process multiple shared mailbox messages
Reduce repetitive handling

Automation from Outlook

Let routine email work trigger itself.

Create / update Work Item
File to SharePoint
Apply metadata
Assign owner
Set response target
Send automatic reply using saved template
Post to Teams
Run Process Pack

theBRIDGE Automation home in Outlook with receiving rules, sending rules, reply templates and categories

theBRIDGE rules list showing enabled receiving rules with their conditions and destinations

Explore Automation

Drag & Drop Filing

From email to SharePoint. Just drag and drop.

Fewer steps between an email in your inbox and the right SharePoint location, with metadata handled when a destination needs it.

Drop onto a folder: Drag an email onto any folder in the folder navigation to file it there. It saves straight away unless the folder needs metadata, which you complete before it is filed.
Drop to File: Drop emails onto the Drop to File target to load them, with their attachments, into a review. You confirm the destination and options before anything is saved.
Drop to Work: Choose a work action, such as assigning or processing the email, then drop to run it. Dropping several emails opens Bulk Actions.

Drag and drop depends on your Outlook version. Where it is not available, the add-in offers the same actions as buttons.