
How to connect BuildPass to Outlook
Connect BuildPass to Outlook through your AI assistant. Chase open RFIs, send subbie reminders, turn client emails into defects and file attachments.
Chase every open RFI with one prompt. Connect BuildPass to Outlook and your AI assistant can read your inbox and your projects together, draft the follow-ups and file what comes back.
It works with Claude, ChatGPT, Microsoft Copilot and other AI assistants. Here's what that looks like on a real job.
What you can do with BuildPass and Outlook
- Chase open RFIs. "List the RFIs on Harbour Street open for more than 7 days, grouped by who they're waiting on, and draft a reminder email in Outlook to each of them."
- Close the loop on RFIs. "Find the engineer's reply about the Level 3 slab penetrations and add it as a comment on the matching RFI in BuildPass."
- Turn emails into defects. "Read the client's email about the handover walkthrough and log each item as a defect on the Riverside job."
- File the attachments. "Save the drawings attached to the architect's email into the Harbour Street documents in BuildPass."
- Remind subbies about insurance. "Draft an email to each subbie whose insurance expires in the next 30 days, asking for an updated certificate of currency."
- Send the weekly client update. "Draft this week's progress email to the Harbour Street client from the site diaries and the defects we closed."
Your assistant asks you to approve anything that changes a record. Ask for a draft first when you want to check it before it lands.
How to connect BuildPass to Outlook
- Connect BuildPass to your AI assistant. Copy your BuildPass connection link from your account settings in BuildPass, add it to your AI assistant and sign in with your BuildPass login. See our guides for Claude, ChatGPT and Microsoft Copilot.
- Connect Outlook to the same assistant. Add Outlook from your assistant's list of connectors or apps and sign in with your Microsoft 365 account.
- Ask. Start a chat with both switched on and try one of the prompts above.
Setup steps are in BuildPass, next to your connection link.
Put it on autopilot
If your assistant can run prompts on a schedule, the job gets done before you start your day. Try: "Every morning, check my inbox for RFI answers and add them to the matching RFIs in BuildPass."
To make it your own, turn it into a skill with our free Claude skills for builders, or find more ideas in our AI prompts for builders.
Frequently asked questions
Does BuildPass sync with Outlook?
There's nothing to sync. Outlook keeps your email and calendar, BuildPass keeps your project records, and your AI assistant works across both when you ask.
Can it see things I don't have access to?
No. Your assistant uses your own BuildPass and Microsoft 365 logins, so it only sees what you can already see in each.
Which AI assistants work with BuildPass?
Claude, ChatGPT, Microsoft Copilot and other AI assistants that support MCP connectors.
Use Gmail instead?
See how to connect BuildPass to Gmail.
See it on a live account
Not on BuildPass yet? Book a demo and see BuildPass working with Outlook on a real project.
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