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Table of Contents

Using the Automail Outlook Add-in

 macOS Desktop App

From the inbox homepage, click the '…' icon on the toolbar at the top and click Get Add-ins.

Within the pop-up window, click the search bar to “Search add-ins”

Search for “Everest” and click “Add”

After adding, the add-in will either be already visible in the toolbar or it can be found by clicking '…' icon in the toolbar like before. NOTE: If the button is greyed out, please select an email first before using the add-in

 Windows Desktop App

From the inbox homepage, click the Browse Add-ins icon on the toolbar at the top.

Within the pop-up window, click the search bar

Search for “Everest” and click “Add”

After adding, the add-in will either be already visible in the toolbar or it can be found by clicking '…' icon in the toolbar like before. NOTE: If the button is greyed out, please select an email first before using the add-in

Logging In

Pre-requisites

  • All the previous steps must be completed

  • You already have an account set up with Everest

Instructions

 macOS Desktop App

While an email is selected, click on the Everest add-in and the side panel window will open and prompt the user to log in

  • Enter in your Everest account credentials and click Log In

After successfully logging in, the Automail homepage will appear.

  • Select an email from your inbox to start using Automail to analyze your emails

Pin the side panel window by clicking the thumbtack icon located on the tab of the side panel window. Once selected, the icon should have a blue fill. This will allow the user to continue using Automail when looking at different emails without needing to re-open the add-in. NOTE: This feature is only supported on desktop apps and not through Outlook.com or http://Outlook.live.com

 Windows Desktop App

While an email is selected, click on the Everest add-in and the side panel window will open and prompt the user to log in

  • Enter in your Everest account credentials and click Log In

After successfully logging in, the Automail homepage will appear.

  • Select an email from your inbox to start using Automail to analyze your emails

Pin the side panel window by clicking the thumbtack icon located on the tab of the side panel window. Once selected, the icon should change orientations from sideways to upright. This will allow the user to continue using Automail when looking at different emails without needing to re-open the add-in. NOTE: This feature is only supported on desktop apps and not through Outlook.com or http://Outlook.live.com

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