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Understand the anatomy of Finance agents in Microsoft 365 Outlook (preview)

[This article is prerelease documentation and is subject to change.]

This article describes the anatomy of Finance agents in Microsoft 365 Outlook in Outlook.

When you open Finance agents in the Microsoft 365 Outlook sidecar, three sections are available:

  • Email summary – This section contains a generative AI recap of the selected email.
  • Customer – This section lists customers who were identified as associated with email addresses in the From, To, or CC field of the email.
  • Contact – This section lists contacts who were identified as associated with email addresses in the From, To, or CC field of the email.

Screenshot of Finance agents in Microsoft 365 Outlook with the three sections highlighted.