Skip to main content Link Menu Expand (external link) Document Search Copy Copied

Task 03: Configure the agent to send emails to store managers

Introduction

Adding email notification capabilities allows the agent to alert store managers when inventory falls below operational thresholds. This expansion prepares the agent to complete the full workflow from identifying low stock to initiating downstream communication.

Description

In this task, you’ll configure the Office 365 Outlook connector to allow the agent to send email alerts. You’ll customize the connector inputs and provide a formatted email template that includes product details returned from the SAP Inventory MCP tool.

Success criteria

  • The Send Low Inventory Email connector is created and configured.
  • Required inputs (recipient, body template, etc.) are defined correctly.
  • The agent’s Conversation Start topic is updated with a new welcome message.

Key tasks

  1. Select the Tools tab again, and then Add a tool.

  2. Select the Office 365 Outlook connector, and on the next screen, select Send an email (V2).

    a9hx14su.jpg

    vzyb79d5.jpg

  3. In the Send and email (V2) dialogue window, select Not connected and then Create new connection.

    p25a2a5x.jpg

    Choosing Send an email (V2) gives the agent a reusable email action it can call whenever low stock is detected-standardizing how notifications are sent from the same mailbox and template.

  4. Select Create.

  5. Pick the Adele Vance user account to sign in.

    Using a specific account such as Adele Vance models a shared or service mailbox pattern. In production, this would typically be a monitored operations or notifications mailbox.

  6. Select Add and configure.

  7. Give your connector a name, by typing Send Low Inventory Email in the Name field.

  8. Select the Inputs section.

    cjbopko6.jpg

  9. For the To field, select the Dynamically fill with AI column and pick Custom value.

    yw9tlf1u.jpg

  10. In the email field, type: adele.vance@skillableproserv.onmicrosoft.com

  11. For the Body field, select Customize from the Value column.

  12. In the Description field of the Body section, type this decription:

     Dear Store Manager,<br><br>
    
     This is to inform you that the inventory for USB-C Charging Cable (Product ID: P3001) at your store has fallen below the designated threshold.<br><br>
    
     <strong>Current Quantity:</strong> <br>
     <strong>Price:</strong> <br>
     <strong>Threshold Level:</strong> <br>
     <strong>Warehouse:</strong> <br>
    
     <strong>Recommended Reorder Quantity:</strong> <br><br>
    
     It is advised to initiate a restocking process to ensure continued availability of this product.<br><br>
    
     Best regards,<br>
    

    pe2cfchh.png

    The placeholders like and are bound to data returned from SAP. Using a structured template ensures every notification is complete, consistent, and actionable for store managers.

  13. Select Save to confirm the configuration.

  14. From the top menu, go to the Topics tab.

  15. Select the System group of topics and select the first item, Conversation Start.

    iq56f23d.jpg

  16. Select the Message node to have the default message replaced by a new one. Select the blank space and have the new message typed out:

     your virtual assistant for real-time inventory checks, compare them against thresholds, and help you manage restocking. How can I assist you today?
    

    t7jyy7el.jpg

    Updating the Conversation Start message sets expectations with users, it tells them this agent is about inventory, thresholds, and restocking, which helps drive the right kind of questions and scenarios.

  17. Select Save.