Aptly + Microsoft Outlook

Overview

Aptly integrates with Microsoft Outlook to make governance and decision-making more accessible — right from your inbox. Through a secure Outlook add-in, users can view their delegated authorities, submit or approve requests, and collaborate on decision workflows without ever leaving Outlook.
This integration brings governance into the tools employees use daily, enabling faster approvals, clearer accountability, and consistent compliance across all business functions.

Key Capabilities

In-App Access to Delegations
Users can open the Aptly add-in within Outlook to view their active authorities, delegation requests, and approval responsibilities. This provides real-time visibility into what decisions they can make — directly from their email interface.

Approve and Track Requests
Delegation and authorization requests appear as actionable items within Outlook, allowing users to approve, reject, or comment without switching to another platform. All actions are synchronized instantly back to Aptly.

Contextual Alerts and Notifications
Aptly sends targeted notifications via Outlook for delegation expirations, revocations, and acknowledgements. These alerts ensure that critical governance events never go unnoticed.

RACI and Stakeholder Visibility
Through the add-in, users can view associated stakeholders — including who is Responsible, Accountable, Consulted, or Informed (RACI) — for each authority or request. This improves clarity and speeds up decision-making.

Secure Integration and SSO Access
The integration supports single sign-on (SSO) authentication, ensuring secure and compliant access to Aptly data directly from Outlook. Permissions and access controls mirror the user’s profile within Aptly.

Value to Organizations

Integrating Microsoft Outlook with Aptly embeds governance into employees’ daily communication workflows, ensuring approvals and authority actions happen faster and with full traceability. It minimizes friction, improves compliance, and helps teams stay informed without adding new systems to their workflow.
The result is a seamless, productivity-enhancing governance experience that combines communication and control in one environment.

Example Use Cases

• Email-Based Approvals: Approve delegation requests directly from Outlook without opening the Aptly web app.
• Automated Alerts: Receive Outlook notifications for delegation expirations, revocations, and authority acknowledgements.
• Authority Visibility: Access current authorities or view signatory rights while reviewing related correspondence.
• Audit Compliance: Maintain a full history of approvals performed through Outlook for audit and recordkeeping.