CentrusOutlook

email and calendar · read and send

Ask the inbox like a colleague. Raise the job from the email.

Centrus integrates with Outlook for UK field service businesses. Ask the inbox like a colleague. Portal jobs, supplier invoices and replies handled inside Outlook.

Book a demoSee all 60 use cases

start with these

Portal jobs, supplier invoices and chasers land in one inbox, and someone keys every one.

Ask who is waiting on a reply or what a client said about access, and get the emails behind the answer. Agents raise jobs from portal emails, match supplier invoices to the PO and draft replies in your tone. Drafts sit in Drafts and filed mail sits in your folders.

  1. 01

    Raise portal jobs

    Portal mail becomes an unscheduled job on BigChange, and the account manager is told.

    Read the use case: Raise portal jobsWorks with BigChange, Joblogic, Simpro, Outlook, Gmail

  2. 02

    Every reply, written like your best

    Write the rough version. Centrus rewrites it from the complaints procedure, the job and your best replies, ready to check and send.

    Read the use case: Every reply, written like your bestWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Word, SharePoint, OneDrive, Google Drive

  3. 03

    Supplier invoices matched to the PO

    Every line is checked against the PO. Matches update the job cost, and anything out is queried with the supplier.

    Read the use case: Supplier invoices matched to the POWorks with BigChange, Joblogic, Simpro, Outlook, Gmail

  4. 04

    Overdue invoices chased every Monday

    Pulled from your job system, spreadsheet or Xero. Anyone already replying is skipped, the rest are chased in your tone.

    Read the use case: Overdue invoices chased every MondayWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel, Xero

  5. 05

    Sales enquiry turned into a quote

    The enquiry is read, priced from your rate card and quoted, and the customer hears back the same day.

    Read the use case: Sales enquiry turned into a quoteWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel
01 / 05

setup

Mail and calendar on one sign-in

Centrus sees only what the person who signs in can see. Teaching it your voice is done once, for everyone.

01

Connect Outlook

Each person clicks Connect on the Microsoft Outlook card in Integrations and signs in with Microsoft. One sign-in covers mail and calendar. If your Microsoft 365 asks for an administrator's approval, IT approves Centrus once.

How to connect

02

Give it your voice

Set the tone in Organisation Context. Upload the email policy, the complaints procedure and a few good replies to Train. Turn on your HTML signature under How to Use on the Outlook card.

Organisation Context

03

Hand over the routine

Start by asking in chat. When an inbox job repeats, describe it in Agent Builder, connect the mailbox it should watch and pick the folder. A team address you sign in to, such as accounts@, works too.

Steps an agent can use

what it covers

What Centrus can read and change in Outlook

Each row is part of your mailbox or calendar. Ask works in chat on the web, WhatsApp and Teams. Change notes where only agents can do it. Trigger means an agent starts the moment a matching email arrives.

connects through
One Microsoft sign-in, for mail and calendar
reads and writes
Emails, threads, drafts, attachments, folders, categories, events
starts on
A new email in any folder, filtered before it runs
where people ask
Web, WhatsApp and Teams

  • Emails

    ask

    Search by sender, subject, words, date or folder, list unread, read in full

    change

    Send from your address, mark read, archive, delete

    trigger an agent

    New email, filtered by folder, sender, subject, body or attachments

  • Conversations

    ask

    Read a whole conversation in order

    change

    Reply in the same thread, with files attached, from agents

    trigger an agent

    Replies landing in a watched folder

  • Drafts

    ask

    Not asked in chat

    change

    Create a draft to check before it goes

    trigger an agent

    Schedule or chat

  • Attachments

    ask

    Read inside an agent run, such as a PO or a supplier invoice

    change

    Attach files to emails and replies

    trigger an agent

    Only emails with attachments, if you choose

  • Folders and categories

    ask

    List mail in a folder, such as Inbox/Portal Jobs

    change

    Move to a folder, create it if missing, add or replace categories, from agents

    trigger an agent

    Watch any folder or subfolder

  • Calendar events

    ask

    What is on today, this week or on a date

    change

    Create, move, update and cancel, with attendees

    trigger an agent

    Chat only, not in agents yet

  • Availability

    ask

    Free and busy for you and your colleagues

    change

    Read only

    trigger an agent

    Chat only, not in agents yet

  • Calendars

    ask

    Personal, shared and delegated calendars

    change

    Choose which calendar to work in

    trigger an agent

    Chat only, not in agents yet

  • Signature

    ask

    Not asked in chat

    change

    Your HTML signature, images included, on emails and drafts

    trigger an agent

    Schedule or chat

Plus an error route, in Agent Builder

If a run cannot finish, the agent can tag the email with a category such as Needs a person, or move it to a review folder. Nothing sits in the inbox half done and unseen.

See how chat and agents work in Centrus

everything with Outlook

All 60 use cases

Grouped by area of work. Search, or narrow the list by role or by the other systems you run.

60 use cases

01

New work coming in

6

Enquiries, portal tickets and emails turned into booked jobs.

New work use cases
02

Quotes and sales

8

Priced from your rate card, sent the same day, chased until they land.

Quotes use cases
03

Scheduling and dispatch

8

Visits confirmed, each day on WhatsApp, customers texted on the way.

Scheduling use cases
04

Engineers on site

3

The site brief the night before, the manual on site, the worksheet from the van.

On site use cases
05

Paperwork and compliance

9

RAMS, worksheets, vans and subcontractor cover, checked before anyone has to chase.

Paperwork use cases
06

Finance and cash flow

11

Invoices chased, matched, checked against the contract and sent.

Finance use cases
07

Reports and numbers

6

Answers, reports and alerts from the systems you already run.

Reports use cases
08

Team and knowledge

9

Your best people's answers, available to everyone.

Team use cases
previous integrationMicrosoft TeamsThe office asks Centrus in Teams like a colleague, with every connected system behind it.next integrationGmailQuote requests priced from your rate card. Supplier invoices and follow-ups handled inside Gmail.

questions

Outlook questions

It connects Centrus to your Outlook mailbox and calendar with one Microsoft sign-in. The office asks who is waiting on a reply or what a client said about access, and gets the emails behind the answer. Agents built in Agent Builder take the inbox admin: portal jobs, supplier invoices, holiday requests and chasers.

Yes. Point an agent at a folder such as Inbox/Portal Jobs. Each new email starts one run: it downloads the PDF, reads the site, task and PO, creates the job in your job system, replies with the job number and moves the email to Logged. Mail that misses the filters costs nothing.

No. Outlook stays your mailbox and calendar, and the record of what was said. Drafts sit in Drafts, filed mail goes into your own folders, and a meeting booked from chat lands in the calendar everyone already uses. Each mailbox is read through its owner's Microsoft sign-in.

That AI only sees what lives inside Outlook. It does not see your job system, your client portals, your documents or anything else running the business day to day. Centrus sits across everything you use, so it is not limited by what one vendor decided to build.

Yes. Set the tone in Organisation Context and upload the policy, the complaints procedure or examples of good replies to Train. Centrus reads them before it drafts. If a reply misses, a Lesson corrects it, and once approved it applies to that person, a tag or the whole company.

In agents, yes. An agent downloads the PDF or spreadsheet on an email and reads it, which is how portal POs and supplier invoices get processed. In chat, Centrus reads the email itself and tells you a file is attached, so the file reading belongs in an agent.

Yes. Pick a folder such as Inbox/Portal Jobs and filter by sender, subject, body or attachments. Each matching email starts one run. Filters are checked first, so mail that does not match uses no credits, and the trigger does not mark the email as read.

Yes, in chat. One Microsoft sign-in covers both. Ask what is on, check when colleagues are free, and book, move or cancel meetings with attendees, on the web, WhatsApp or Teams. Agent Builder does not have calendar steps yet, so scheduled agents work on email.

No. Your data is not used to train AI models, and training is switched off on our AI provider account. Data is encrypted in transit and at rest, and access is set per person through tags and roles. Your mailbox is read when someone asks or an agent runs, and only through your Microsoft sign-in.

Outlook comes with every plan, from £299.99 a month. Chat uses message credits and agents use automation credits. Emails the trigger filters skip use none. Plans run month to month, with no lock-in, and paying annually saves 20%.See full pricing
Centrus AI

in the 30 minutes

  1. 01We start with how your operation actually runs, on the desk and in the field.
  2. 02We connect a mailbox like yours, turn a portal email into a job, and draft a reply in your tone for you to check.
  3. 03We pick out the admin that should run itself first.

See it working with Outlook.

Found the use case you need, or doing something that isn't on the list? Book 30 minutes. Bring the job you want handed over, and we will show it on a setup like yours. You leave with a plan.

30 minutes / UK team / No lock-inOr see pricing