Table of contents
Outlook Email
Outlook email activity gives leaders visibility into communication work across the team. Sent email arrives in near real time, and WorkSights captures the header-level information needed to show the work without ever storing message content.
For connection steps, see Connecting Microsoft 365.
What WorkSights Receives
Sent emails appear as activity titles with the email subject, with sender and recipient addresses (From, To, CC, BCC) in detail. Message bodies and attachments are never received, and drafts are skipped entirely.
Received email is handled differently. Inbound mail is kept only when the sender resolves to a known client contact, in which case it appears as client-authored activity on ClientSights rather than scored activity. All other inbound mail is dropped.
Inbox reads appear as lightweight Viewed Email Inbox entries, sourced from audit logs. These require audit logging to be active, unlike sent email.
Recipients on sent email become participants, and their company and person links feed the ClientSights relationship graph.
Privacy Controls
An email is set private when its Outlook sensitivity is anything other than normal, or when its subject contains an all-caps SENSITIVE, PRIVATE, or CONFIDENTIAL marker. Private emails are masked in the interface and excluded from summaries and AI features.
How Email Activity Appears
Sent emails appear as short scored entries in the Email category, titled with the subject. Inbox reads appear as non-scored markers. Activity appears within roughly 20 minutes of sending.
Users without an Exchange Online license or mailbox are skipped for email and rechecked automatically, so licensing changes are picked up without manual steps.
Troubleshooting
Sent email is not appearing
Confirm the tenant is connected, the user is mapped, and the Outlook Email feature is enabled for them. Confirm the user has an Exchange Online mailbox; users without one are skipped and rechecked each cycle.
Received emails from before the connection are missing
This is expected. The connect-time backfill covers sent items only. Received mail is captured from connection time forward, and only when the sender is a known client contact.
Inbox read activity is missing
Inbox reads come from audit logs and require audit logging to be active. See Microsoft 365 Audit Log Activation.
Activity appears late
Sent email processes within roughly 20 minutes. Inbox reads come through the audit pipeline and lag hours.