WorkestraDocs
Integrations

Outlook Add-in

Click-to-book Workestra meetings from inside Outlook compose windows.

The Workestra Outlook Add-in adds a "Schedule with Workestra" pane to Outlook compose windows. Users pick a booking link, offered slots, or a team page, and the add-in inserts a formatted snippet into the email body.

Launch status

Distribution pathCurrent status
Microsoft 365 admin sideloadSupported for customer-managed deployments using a Workestra-hosted or customer-hosted manifest.
Self-hosted packageSupported from the source package in apps/outlook-addin/.
Microsoft AppSource public listingNot part of the launch-supported path until Microsoft marketplace submission and approval are complete.

What it does

  • Insert booking link - drop a Workestra booking link into the email body
  • Insert offered slots - insert a small set of proposed times for the recipient to choose from
  • Insert team page link - drop a team page URL for departmental scheduling
  • Open Workestra calendar - open /calendar in the host's default browser

Installation

For enterprise launch, deploy the add-in with Microsoft 365 admin sideloading:

  1. Build or obtain the Outlook add-in package.
  2. Host the generated taskpane.html, JavaScript bundle, and manifest.xml on an HTTPS origin approved by your organization.
  3. Update the manifest URLs if you host the bundle outside the Workestra-managed origin.
  4. Deploy the manifest through the Microsoft 365 admin center as an organization add-in.

The package source lives in apps/outlook-addin/ of the Workestra monorepo. The package README documents local build and sideload steps for teams managing their own deployment.

After deployment, "Workestra" appears in the Outlook compose add-ins menu for assigned users.

Authentication

The add-in uses the same Workestra account session as the web app. Users sign in from the add-in pane, and the session persists across compose windows until they sign out.

For shared mailboxes, the session belongs to the user who installed or opened the add-in, not to the shared mailbox identity. Send-on-behalf-of behavior follows Microsoft 365 delegation.

Not supported

  • Outlook 2016 and earlier desktop clients
  • Legacy Outlook Web Access
  • A public Microsoft AppSource listing before marketplace approval
  • Server-side ingestion of Outlook calendar events; use Microsoft 365 Calendar for calendar sync