Wingman for Outlook
by Excellence IT (UK)
Save emails and attachments directly to SharePoint without leaving Outlook
Wingman from Excellence IT is a web add-in that connects
Microsoft Outlook and Microsoft SharePoint, making it easier for users to manage
email and documents without leaving their inbox.
Many day-to-day tasks in Microsoft 365 still involve numerous steps — opening
an email, downloading an attachment, navigating to SharePoint, uploading the
file, then going back to Outlook. Wingman removes that friction by allowing
users to work with SharePoint directly from Outlook.
With Wingman, users can upload emails and attachments straight to SharePoint,
attach existing SharePoint files to outgoing emails, and make sure documents
are stored in the right location from the start. This helps teams spend less
time moving files around manually and more time working with the information
that matters.
Wingman is designed for organizations that want a more efficient and
structured way to handle email-based documents in Microsoft 365 while keeping
SharePoint as the central system for document storage and management.
Wingman requires a valid license to use. You can start a free
trial or purchase a license through the Microsoft Marketplace listing below.
Start a free trial or buy a Wingman license
Benefits
Reduce manual file handling
Wingman cuts out repetitive steps such as downloading attachments locally and
re-uploading them to SharePoint. Users can complete common document tasks
directly inside Outlook.
Keep content in the right place
Important emails and attachments often stay buried in personal inboxes.
Wingman helps move that content into SharePoint, where it can be stored,
organized, and managed alongside the rest of the business’s documents.
Improve consistency across teams
By making it easier to save content to SharePoint as part of normal email
workflows, Wingman encourages more structured and consistent document handling
across projects, departments, and teams.
Support governance and compliance
When emails and attachments are stored in the correct SharePoint locations,
organizations gain better visibility, stronger control over records, and
improved alignment with document management policies.
Work more efficiently in Microsoft 365
Wingman helps users stay in Outlook while still interacting with SharePoint,
reducing context switching and making common Microsoft 365 workflows faster
and easier.
Key features
- Upload emails directly to SharePoint from Outlook.
Upload email attachments to SharePoint without manual download and
re-upload.
- Attach existing SharePoint files directly within Outlook.
- Reduce repetitive file handling across Outlook and SharePoint.
- Help users store content in the correct SharePoint location.
- Support more structured document storage within Microsoft 365.
How it works
- Open an email in Outlook.
- Use Wingman to choose the relevant SharePoint location.
- Upload the email or its attachments directly to SharePoint.
When composing emails, attach files from SharePoint without leaving Outlook.
This gives users a smoother way to manage documents and correspondence while
keeping SharePoint at the center of the workflow.
Why organizations choose Wingman
Organizations using Microsoft 365 often depend heavily on both Outlook and
SharePoint, but moving between the two can slow users down and lead to
inconsistent document storage.
By simplifying how users save and attach files, Wingman helps teams work more
efficiently, reduce avoidable manual effort, and maintain better control over
important business content. It is especially useful wherever email and
document management are closely connected and where consistency in storage
matters.
Summary
Wingman helps organizations streamline document-related email workflows by
connecting Outlook and SharePoint in a practical, user-friendly way. Users can
save emails and attachments directly to SharePoint, attach SharePoint
documents from within Outlook, and reduce various manual steps in Microsoft
365 work.
The result is a faster, cleaner, and more structured way to manage business
content across Outlook and SharePoint.
App capabilities
- Can send data over the Internet
- This app can read or modify the contents of any item in your mailbox, and create new items. It can access personal information -- such as the body, subject, sender, recipients, or attachments -- in any message or calendar item. Review the developer's privacy policy for more detail on how personal information is managed and processed.