Successor Console

Successor Console helps teams preserve useful context when a colleague retires, changes roles, or hands over a shared mailbox. From Outlook, browse frequent correspondents, conversation topics, possible open questions, and attachment references.

Scan your own mailbox or a shared mailbox you already have Full Access to. Create a knowledge pack in your OneDrive or an accessible SharePoint folder, with Word documents for people, topics, open items, attachment references, grouped question-and-answer precedents, and an exit interview. Excerpts retain dates and links back to source email. Each build creates a new folder so earlier reviewed packs are preserved.

The add-in uses deterministic rules and does not send email to an AI service. Topic grouping and question detection are aids for human review. Scans and excerpts have limits; this is a reviewable handoff pack, not a complete mailbox backup. Attachment content is not copied.

Free to use. Requires an organizational Microsoft 365 account, supported Outlook on Windows, Mac, or the web, administrator consent for delegated Microsoft Graph access, and a provisioned OneDrive or writable SharePoint destination. Shared mailbox access must already be granted by your organization.

Building the Word pack does not require Copilot. Optional use as SharePoint Copilot agent knowledge requires your organization’s applicable license and access. Agent file creation is best effort; the included README describes the manual Create an agent workflow. Review all documents and permissions before sharing or creating an agent.