Meet Your New Team
Outermind deploys a team of specialized AI agents, each designed for a specific task. Start with one, scale to many.
Mailbox Assistant
Drafts replies while you sleep.
Your first line of defense against inbox overload. The Mailbox Assistant learns your tone, analyzes email threads, and drafts personalized responses. Configure it to send automatically for routine queries or hold everything for your review—you're in control.
Key Capabilities:
create_draft_replySave draft replies to your Outlook Drafts folder for review
reply_emailSend email replies (autonomy level configurable per agent)
web_searchSearch the web for public information via Bing/Google
calendar_manageCheck availability, book, and manage meetings
read_fileRead attached PDFs and documents in email threads
lookup_vipCheck if sender is a VIP contact for priority handling
request_human_approvalEscalate to manager via email with one-click approve/deny
invoke_smeInvoke specialist SME agents for domain-specific tasks
caiooYour AI Chief Operating Officer for strategic goal execution
Subject Matter Expert
Enterprise AI search. Instant answers from your docs.
Powered by Azure AI Search and RAG (Retrieval-Augmented Generation), the Subject Matter Expert searches your email archives, SharePoint, OneDrive, and knowledge bases using semantic understanding—not just keywords. Every answer cites its sources, eliminating guesswork and hallucinations.
Key Capabilities:
search_sharepointRAG across SharePoint sites and OneDrive
lookup_employeeQuery Entra ID for employee details and org structure
crm_readLook up deals and contacts in Salesforce or HubSpot
multi_mailboxMonitor multiple email mailboxes from a single tenant
notify_userSend notifications to users via Microsoft Teams
jira_readCheck status of tickets and issues in Jira
request_human_inputEscalate decisions to managers with one-click email approval
manage_projectPlan, schedule, and track multi-week projects with milestones
Social Media Manager
Your wordsmith. Keeps your social presence active.
Build your brand while you focus on your business. The Social Media Manager drafts LinkedIn posts that match your voice, monitors comments and suggests replies, creates Instagram content, and keeps your Twitter active—all with your approval before anything goes live.
Key Capabilities:
linkedin_postCreate and publish LinkedIn posts on your behalf
linkedin_commentsMonitor and draft replies to LinkedIn comments
social_analyticsTrack engagement metrics across platforms
content_calendarPlan and schedule posts across all channels
Operations Agent
Read/Write access to SQL databases and APIs.
The power user's dream. Connect the Operations Agent to your Azure SQL database, legacy ERP, or any API. It can execute queries, update records, and trigger webhooks—all with full audit logging.
Key Capabilities:
sme_orchestrationAdvanced SME agent orchestration and coordination
query_quickbooksQuery QuickBooks Online for customers, vendors, invoices, bills, and payments
query_sqlRead/write access to Azure SQL and Postgres databases
http_webhookConnect to any third-party API or legacy ERP
crm_writeUpdate CRM records, log notes, change deal stages
send_smsSend SMS notifications via Twilio
azure_ai_searchAdvanced vector search across massive datasets
orchestrate_campaignCoordinate multi-channel campaigns with external APIs and data
Chief AI Operating Officer
An autonomous AI executive working under your direction.
The ultimate AI team member. Your CAIOO manages corporate goals, creates strategic projects, and orchestrates other AI agents to accomplish complex initiatives. It learns your organization's people, processes, and culture—then works autonomously while keeping you in control of major decisions. Wake up each day to progress reports, not to-do lists.
Key Capabilities:
manage_goalsTrack and execute on corporate goals assigned by Business Owner
create_projectsBreak goals into structured projects with milestones and deadlines
orchestrate_agentsDelegate work to SME agents and coordinate their output
learn_organizationBuild knowledge of your people, processes, and culture
daily_executionAutonomous wake-up cycle to review progress and execute tasks
escalate_decisionsSeek human approval for major decisions and milestones
The SuperAgent Architecture
Behind the scenes, a SuperAgent orchestrates everything. It reads incoming messages, understands intent, and routes work to specialist agents—each optimized for specific tasks.
SuperAgent
The orchestrator. Analyzes context, plans multi-step workflows, and delegates to specialists.
Drafts replies, manages threads
Searches SharePoint, queries databases
Books meetings, checks availability
Explains capabilities, guides users
Your Custom Workflow Engine
The SuperAgent is powered by a workflow engine that's completely tailored to your business. Define routing rules, approval chains, and escalation paths—trained on your processes.
"Emails from @bigclient.com → executive sign-off required"
"Product questions with 90%+ match → auto-reply enabled"
"Discount above 20% → manager approval via email, one-click response"
"Contacts tagged "VIP" → priority queue + CC account manager"
""Where is my order?" + order found → auto-reply with tracking"
"Manager unresponsive 4 hours → auto-escalate to backup approver"
You define the rules. The SuperAgent learns your business logic and applies it consistently across thousands of interactions—while keeping humans in control of what matters most.
Your AI Agents Can Search Your Entire Document Library
Grounded Knowledge Indexes give your AI agents access to your actual business documents— policies, emails, handbooks, and project files. Semantic search that understands meaning, not just keywords. Every answer cites its sources.
Enterprise-Grade Technology
Built on Microsoft Azure AI Search and Azure OpenAI—the same platform trusted by the world's largest companies for mission-critical AI workloads.
Fortune 500 trustedWizard-Driven Setup
No technical expertise required. Our step-by-step wizard walks you through setup in minutes, not months. Create Azure resources and we handle the integration.
Minutes to deployGrounded, Accurate Answers
RAG (Retrieval-Augmented Generation) ensures agents answer from your actual documents—not hallucinations. Every response cites its sources.
Citation-backedIndex Your Entire Business Knowledge
Connect the documents that matter most to your operations. Your AI agents will search and understand all of it.
Email Archives
Past conversations, decisions, and commitments
Employee Handbooks
Policies, procedures, and guidelines
Project Documents
Proposals, specs, and deliverables
Product Catalogs
Pricing, features, and specifications
Templates & Forms
Standard operating procedures
Training Materials
Onboarding guides and tutorials
Four Building Blocks, Fully Automated
Outermind automatically creates and connects these Azure components when you set up your knowledge base. What typically takes weeks of development is done in minutes.
AI Search Index
Vector and semantic search powered by Azure AI Search for precise document retrieval
Knowledge Source
Connect your email archives, SharePoint, and documents as searchable knowledge
Knowledge Base
Orchestrates retrieval and synthesis for grounded, accurate answers
Chat Completion Model
Azure OpenAI models synthesize contextual responses from your data
Knowledge Index Setup Wizard
Our step-by-step wizard guides you through creating your Azure AI Search and Azure OpenAI resources, then automatically configures everything for optimal performance. No Azure expertise required.
Your business has unique knowledge. Policies, products, procedures, customer history, and hard-won expertise. Outermind's Grounded Knowledge Indexes make all of it searchable— so your AI agents deliver answers grounded in your reality, not generic internet training data.
AI Agents That Learn and Improve
No more repetitive explanations. Your AI agents remember your contacts, preferences, and ongoing projects—while following company-wide policies you control.
Personal Memories
Personalized interactions that improve over time
Remembers Your Contacts
The agent knows John from Acme prefers Tuesday meetings and likes detailed technical specs.
Tracks Ongoing Projects
No need to re-explain context. The agent remembers where you left off with each client.
Learns Communication Styles
Formal for the board, casual for your team. The agent adapts its tone automatically.
Recalls Past Decisions
"Last quarter we decided to..." The agent remembers agreements and commitments.
"The agent knew that Sarah from BigCorp always asks for bulk pricing— it had the discount table ready before I even opened the email."
Global Memories
Ensure every AI agent follows your company policies
Enforce Company Policies
All agents automatically follow your compliance guidelines and brand standards.
Consistent AI Behavior
Every agent in your organization behaves according to the same rules.
Controlled Access
Only authorized administrators can set policies. Full audit trail for compliance.
Organization-Wide Updates
Change a policy once, and every agent follows it immediately.
"We added a global memory about our new GDPR policy. Now every agent automatically includes the right disclaimers."
The difference between a generic AI assistant and a true team member?
Memory. Your AI agents build context over time, getting better at anticipating your needs while always staying aligned with company policies. No training required—they just learn.
Your AI Never Does the Same Work Twice
Agent Artifacts automatically cache and reuse AI-generated reports, analyses, and research. Reduce costs, speed up responses, and build a searchable library of AI-generated outputs.
Never Do the Same Work Twice
When someone asks for last quarter's sales report, the agent finds it instantly instead of regenerating from scratch.
Cross-Agent Knowledge Sharing
Research done by one agent is available to all. The sales agent can reference the support agent's analysis.
Automatic Similar Request Detection
Asking for "Q3 revenue breakdown"? The agent surfaces the existing "Q3 financial summary" as a starting point.
Searchable AI Output Library
Every report, analysis, and research document your agents create—organized and searchable.
Real Cost Savings
With BYOK pricing, every token saved is money in your pocket. Here's how artifacts reduce your AI spending.
Weekly Team Status Report
Customer FAQ Responses
Quarterly Analysis Documents
How Artifacts Work
Agent Creates Output
Report, analysis, or research is generated
Automatic Caching
Output is saved with context and metadata
Smart Matching
Similar requests surface existing artifacts
Reuse or Update
Return cached version or build upon it
Smart AI is efficient AI. Your agents learn what outputs are valuable and reuse them automatically—saving you time and money while building an ever-growing library of organizational knowledge.
Real-Time Financial Intelligence at Your Fingertips
Your AI agents can query QuickBooks Online for instant insights on customers, vendors, invoices, bills, and payments. Ask questions in plain English and get real-time financial data.
Zero-Touch Setup
Connect via OAuth with one click. Your AI gets default query access automatically—no manual configuration required.
Minutes to deployReal-Time Data
No stale reports. Agents query your live QuickBooks data for current balances, invoices, and payment status.
Always currentEnterprise-Grade Security
Read-only default access, optional write for contacts only, complete audit logging, and configurable rate limits.
Compliance-readyAsk Your AI Agent Anything About Your Finances
Natural language queries that return real-time financial insights. No SQL required.
"What's our outstanding AR balance?"
Agent queries unpaid invoices in real-time and provides current receivables summary.
"Show payments to Acme Corp in last 6 months"
Agent pulls vendor payment history to verify contract terms and spending compliance.
"Who are our top 5 vendors by spend?"
Agent ranks vendors by total spending for strategic procurement insights.
"What bills are due in next 7 days?"
Agent prioritizes upcoming payments so you never miss a deadline.
Connect in Minutes
Connect
Admin authorizes via OAuth
Auto-Configure
Default query tool created
Query
AI asks financial questions
Audit
Every query logged
Optional Updates
Contact changes with approval
Financial Data Stays Protected
Built for compliance. Your QuickBooks data is accessed through secure OAuth tokens, with read-only defaults and complete audit trails for every query.
Read-Only Default
Financial data stays protected with read-only access by default.
Complete Audit Trail
Every query is logged for compliance and review.
Approval Workflows
Optional write operations require explicit approval.
Configurable Rate Limits
Control query frequency to match your needs.
Stop digging through reports. Your AI agents deliver real-time financial insights through natural conversation. Connect QuickBooks Online and unlock intelligent vendor analysis, payment tracking, and accounts receivable visibility.
Long-Running Project Management
Outermind agents don't just handle one-off tasks—they can plan, schedule, and manage multi-week projects from start to finish.
Professional Plan & Above
GTM Campaign Launch
Coordinate a product launch across marketing, sales, and support.
- •Research competitor positioning and market timing
- •Schedule stakeholder briefings and approval checkpoints
- •Coordinate content creation across email, social, and blog
- •Track launch milestones and send status updates
- •Compile post-launch metrics from CRM and analytics
Change Management
Roll out new processes or tools with stakeholder buy-in.
- •Draft communication plans for affected departments
- •Schedule training sessions and track attendance
- •Send milestone reminders and progress updates
- •Collect feedback via automated check-ins
- •Generate adoption reports from usage data
Social Media Campaign
Plan and execute multi-week content campaigns.
- •Build content calendar with themes and posting schedule
- •Draft posts aligned with campaign messaging
- •Coordinate approval workflows with stakeholders
- •Schedule posts and monitor engagement
- •Compile weekly performance summaries
Client Onboarding Program
Guide new clients through a structured onboarding journey.
- •Send welcome sequences with next steps
- •Collect required documents and track submissions
- •Schedule kickoff and milestone meetings
- •Send automated check-ins at key intervals
- •Escalate blockers to account managers
RFP Response Coordination
Manage complex proposal responses across teams.
- •Parse RFP requirements and create response outline
- •Assign sections to subject matter experts
- •Track completion status and send reminders
- •Compile and format final submission
- •Coordinate review cycles and approval chains
Hiring Campaign
Run a structured recruiting process from posting to offer.
- •Draft job descriptions and coordinate postings
- •Screen incoming applications against criteria
- •Schedule interviews and send candidate prep materials
- •Collect interviewer feedback and summarize
- •Track pipeline metrics and time-to-hire
How It Works
Tell the agent what you want to accomplish, and it creates a project plan with milestones. As work progresses, the agent schedules follow-ups, sends reminders, coordinates with stakeholders, and keeps you updated—all while awaiting your approval for key decisions.
How It Works
Email Arrives
New email lands in your monitored mailbox
Agent Analyzes
AI reads the email, understands context, and plans a response
Tools Execute
Agent searches SharePoint, checks CRM, queries databases, and accesses platform knowledge as needed
You Approve
Draft response awaits your approval before sending
Real-World Use Cases
See how Outermind handles everyday business scenarios.
Client Asks for a Quote
"Hi, can you send me pricing for 50 units of Product X?"
Agent searches CRM for customer tier, checks inventory in ERP, pulls latest pricing from SharePoint, and drafts a personalized quote.
Quote drafted and waiting for your approval in 30 seconds.
Discount Request Needs Approval
"Can we get 25% off for a bulk order?"
Agent recognizes discount exceeds threshold, emails manager with full context and one-click approve/deny buttons. Manager clicks "Approve" from their phone.
Manager approved in 2 minutes. Agent sends confirmed quote with discount applied.
Vendor Payment Inquiry
"What's our outstanding balance with TechSupply Corp?"
Agent queries QuickBooks Online for vendor bills and payments, calculates current balance, and provides a breakdown of unpaid invoices.
Real-time vendor balance with payment history delivered in seconds.
Support Ticket from VIP
"Our integration stopped working this morning."
Agent recognizes VIP contact, searches knowledge base for similar issues, checks recent system logs, and drafts a detailed response with troubleshooting steps.
Priority response drafted with relevant documentation attached.
Exception Requires Human Judgment
"We need to return a product outside the normal return window."
Agent flags policy exception, looks up customer history (5 years, $50K LTV), and escalates to manager with recommendation to approve.
Manager reviews context, approves via email. Agent processes return and notifies customer.
Integrates With Your Stack
Connect to the tools you already use. No code required.
Coming Soon
We're constantly expanding our integration capabilities. Here's what's on the roadmap.
Twitter/X Integration
Post tweets, monitor mentions, engage followers
Q2 2026Instagram Integration
Create posts, manage stories, respond to comments
Q2 2026Slack Integration
Enterprise entry point via Slack channels
Q1 2026