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Getting Started with Microsoft Accounts

Daan Pruijssers avatar
Written by Daan Pruijssers
Updated over a month ago

Welcome! Connecting your Microsoft account (Outlook, Office 365) to Shyft AI is the first step to a smarter, more efficient recruiting workflow. Our process is secure, simple, and gives you complete control.


Step 1: Connect Your Account

First, you'll need to link your Microsoft account to Shyft AI.

  1. From your Shyft AI dashboard, click the "Connect" button next to the Microsoft icon.

  2. A new window will open, prompting you to log in to your Microsoft Account.

  3. Enter your credentials and select the account you want to connect.


Step 2: Grant Permissions

Microsoft will ask you to grant Shyft AI certain permissions. This is a standard and secure process.

  1. On the permissions screen, you will see a list of what Shyft AI needs to do. This includes:

    • Viewing your email: This allows our AI to read messages so it can organize your inbox and draft replies in your voice.

    • Managing your calendar: This is necessary for our notetaker to join your meetings and for scheduling features to work correctly.

    • Creating drafts: This lets our AI write responses for you to review and send.

  2. Review the permissions and click "Accept."

Important: Our system only accesses the data necessary to provide our service. We are Microsoft-verified and do not store your full emails or credentials. You are always in control and can revoke these permissions at any time through your Microsoft Account settings.


Step 3: Watch the Magic Happen

Once you grant permissions, Shyft AI will begin its initial sync.

  • The system will start by importing your most recent emails and calendar events.

  • Older data will be synced in the background while you continue to use the app.

Congratulations! You're all set to use Shyft AI. Your inbox will now be smarter, more organized, and ready to help you work with clarity.

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