I'm building a Add-in for Postilize in Microsoft Outlook. When a user clicks on an email, the add-in will slide in from the right. The add-in will show Client Name. For example, if I click on an email from david@deloitte.com, I should see information about Deloitte. Underneath, it will show the top 5 known contacts based on relationship and show their Name, Relationship Score and Trend (arrows, color coded for up or down). Underneath that, Most Recent 5 interactions (emails, meetings, etc). Underneath that, the 5 most connected colleagues in their firm that have the best relationships with people at Deloitte. This should show their name and their relationship score. Underneath, show top 3 recent business development signals (such as funding rounds, rolle changes, acquisitions, quarterly results).
Postilize Add-in for Microsoft Outlook
I'll create a Microsoft Outlook add-in for Postilize that displays client information when a user clicks on an email. The add-in will slide in from the right and show comprehensive relationship data.
Implementation Details
This Postilize add-in for Microsoft Outlook provides comprehensive client relationship information when a user clicks on an email. Here's what the add-in includes:
Client Information Section
- Displays the company name and domain
- Shows a company avatar with the first letter of the company name
Top Contacts Section
- Lists the top 5 contacts at the client company
- Shows each contact's relationship score
- Displays trend indicators (up/down/stable) with color coding
Recent Interactions Section
- Shows the 5 most recent interactions (emails, meetings)
- Includes the interaction type, subject, contact name, and date
- Uses icons to differentiate between interaction types
Connected Colleagues Section
- Lists the 5 colleagues with the best relationships at the client company
- Shows each colleague's relationship score, position, and department
Business Development Signals Section
- Displays the top 3 recent business signals (funding, role changes, quarterly results)
- Includes color-coded badges for different signal types
- Shows the date and description for each signal
Integration with Microsoft Outlook
To fully implement this add-in in a production environment, you would need to:
- Register the add-in in the Microsoft 365 Developer Portal
- Create a manifest file (manifest.xml) that defines the add-in's properties
- Use the Office.js API to interact with Outlook
- Deploy the add-in to a web server or Microsoft AppSource
The current implementation includes placeholder data, but in a real-world scenario, you would connect to your Postilize API to fetch real-time relationship data based on the selected email.