When a record changes
Beagle catches it in ProcessPlan, pulls the context that matters, and draft the reply for your nod in Microsoft Outlook. You review and approve in one tap.
Connect with Beagle
Connect ProcessPlan
Connect ProcessPlan
to Microsoft Outlook.
Beagle watches ProcessPlan for when a record changes, then draft the reply for your nod in Microsoft Outlook - and waits for your nod before anything goes out.
How it works.
One teammate across both tools. No zaps to build, no tabs to switch.
Ask across both, in plain language
"What changed in ProcessPlan this week?" Beagle answers from ProcessPlan and Microsoft Outlook together, in the channel, with the receipts attached.
Nothing fires without you
Beagle drafts the email and holds it for your nod. Correct it once and it remembers for next time.
Common questions.
Can Beagle connect ProcessPlan and Microsoft Outlook?
Yes. Connect both with OAuth and Beagle works across them from Slack or Microsoft Teams - reading ProcessPlan, acting in Microsoft Outlook, and asking before anything goes out.
Do I need Zapier or a separate automation tool?
No. Beagle is the teammate in the middle. You talk to it in plain language instead of building and maintaining a workflow.
Is the ProcessPlan and Microsoft Outlook connection secure?
Every read is scoped to the teammate who asked - Beagle only sees what that person can already see. Nothing is sent until you approve it.
Does it work in Microsoft Teams as well as Slack?
Yes. Beagle lives in both Slack and Microsoft Teams, so the ProcessPlan-to-Microsoft Outlook flow works wherever your team talks.
More connections.
