Connect and Integrate
Outlook with Power BI

Connect Outlook to Power BI and watch how much smoother your workflows can become with automation.

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Easy Steps to Connect
Outlook and Power BI

Select a trigger in Outlook

Choose an event in Outlook like “Task Added,” to set off your automation.

Automate an Action in Power BI

Connect your Power BI account and select an action like “Update Data Model” to make your work flow.

Customize the Workflow

Build your Outlook - Power BI automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Outlook and Power BI
to Automate these Workflows

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Sned QuickBooks invoices as PDF attachments to Outlook emails

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About Outlook

Microsoft Outlook is a robust email and calendar management tool that integrates with Microsoft 365. It lets users to send and receive emails, schedule meetings, track tasks, and manage contacts. With features like offline access, task tracking, and integration with the entire Microsoft apps ecosystem, Outlook is ideal for personal and professional communication to stay organized across teams.

About Power BI

Power BI is used for data visualization by Microsoft to transforms raw data into interactive dashboards and reports. It smoothly integrates with various data sources and offers tools for data modeling, visualization, and analytics. Power BI helps organizations make data-driven decisions through real-time insights in an easy-to-understand format.