How to setup Outlook in Cascade

  1. Go to the Outlook Add-ins store. (For desktop apps, click on 'Get Add-ins' from the Home tab on the ribbon. For web apps, select a message first, then click on the three dots at the top of the message and click on 'Get Add-ins'.)
  2. Search for 'Cascade' in the Outlook Add-in store.
  3. Click on 'Add' and follow the steps to install the add-in to your Outlook.
  4. You can also go to the Cascade add-in listing page from Microsoft AppSource. Clicking on 'Get it Now' will redirect you to your Outlook application.
  5. Once the Cascade add-in is installed, click on the 'Login' button to connect your Cascade account to Outlook.
Screen showing Outlook integration with cascade and the flow inside Outlook

How to get the most out of this integration

  • Update or create new goals without leaving Outlook
  • Create new goals with context directly from an email
  • Update goals with context directly from an email
  • Track your progress by viewing, sorting, and filtering goals without logging in to Cascade
  • Share goals in emails
Check out additional help documentation here:
Cascade and Microsoft Outlook

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