August for Outlook: How to Set Up and Use

August for Outlook: How to Set Up and Use

Overview

August for Outlook brings your legal AI workspace directly into your email environment. You can summarize long email threads, draft or revise responses, and send key messages or attachments to a Matter vault without leaving Outlook. This reduces context switching and helps you manage communication efficiently.

IT Administrators: Enabling August for Outlook

If your firm controls add ins centrally, an administrator must enable the August add in before users can install it.

Deployment Methods

• Tenant level deployment through Microsoft 365 Admin Center
• Centralized add in catalogs
• Enterprise deployment tools such as SCCM or Intune
• Direct install from the public add in store when allowed
• Manual sideloading through a manifest file for restricted or on premises environments

Once deployed, users can activate the add in in supported Outlook environments on desktop or web.

End Users: Installation and Launch

Install on Outlook Desktop

1. Open the Outlook desktop app
2. Select the ellipsis menu and choose Get Add ins
3. Search for August
4. Select Add
5. If installed by your firm, look under Admin managed add ins
6. The August icon will appear in the Outlook toolbar or ribbon

Install on Outlook for Web

1. Open Outlook in your browser
2. Go to the Microsoft App Store or Add in store
3. Search for August
4. Select Add
5. The August add in will appear in your toolbar apps

Launching August for Outlook

1. Open the email or conversation you want to work with
2. Select the August icon
3. Log in using Single Sign On if prompted
4. Select Get Started or Connect Outlook to allow August to access the selected email and attachments
5. Pin the August pane if you want it to remain open as you navigate other emails

How to Use August for Outlook

Once the add in is open, you can:

Summarize Email Threads

Identify key points, deadlines, and action items.

Draft or Revise Responses

Ask August to generate a reply based on the thread or attachments.

Analyze Attachments

Review contracts or other documents received by email. Summarize provisions or flag issues.

Send to Matter Vault

File emails or attachments to the correct Matter for record keeping and future workflows.

Sample Prompts

• Summarize this email thread and list all action items
• Draft a reply confirming receipt of the agreement and propose a call next Tuesday
• Do any of the attached documents include a termination for convenience clause
• Extract all dates and deadlines mentioned in this thread

You can also run certain workflows from August directly in Outlook, such as conducting a first pass review of an attached agreement.

FAQs

What versions of Outlook are supported August for Outlook supports Outlook Desktop on Windows and Mac and Outlook for Web.

The add in is not visible. What should I do Check Admin managed add ins. Confirm your Outlook version is supported. Contact IT if add ins are restricted for your account.

Will using August slow down Outlook No. Processing occurs in the background. Response time varies depending on email length and attachment size but should remain efficient.

Can I link an email to a specific Matter Yes. You can file emails and attachments directly to the correct Matter for organization and future retrieval.

Is it secure and confidential to use August with email content Yes. August follows firm level security, access, and confidentiality rules. Always follow your firm’s data handling policies when using the add in.

Why Use August for Outlook

• Work directly in Outlook without switching between tools
• Reduce time spent reviewing long threads or drafting follow ups
• Keep communication organized by filing emails and attachments to the correct Matter
• Enable consistent drafting and workflows across the firm
• Improve response times and reduce administrative effort

August for Outlook streamlines high volume email work while maintaining confidentiality, compliance, and firm level control.