osapiens for Outlook Add-in

The osapiens add-in for Outlook turns your inbox into a productive workspace for managing business partners. When you open an email, instantly see at-a-glance context about the business partner behind the sender, including risk indicators, open items, and current status.

From the same pane, take action on the partner without switching tools. Update contact details, create and track cases, upload evidence directly to the relevant record, and file email attachments to your osapiens Documents library. Everything is automatically linked to the business partner and the source email, so artifacts and updates stay centralized, traceable, and reusable across your organization.

Key features:

• Automatic business partner lookup based on the sender email address and domain
• At-a-glance overview of risk, open items, and partner status
• Update contact information for the business partner from within Outlook
• Create cases and track follow-ups without leaving your inbox
• Upload evidence directly to the linked business partner record
• One-click filing of email attachments to the osapiens Documents library
• Secure sign-in with your tenant credentials or a Personal Access Token

Designed for teams that rely on osapiens to manage their partner relationships, the add-in keeps your work centralized, traceable, and fast, without ever leaving Outlook.