Your emails. Your actions. One click.
Turn an email into a Perfony action in one click and manage your action plans from your inbox, without switching tools. The Perfony add-in works in Outlook on desktop and on the web.
Your email becomes an action, in one click
A request that arrives by email is no longer just another line in your inbox: it becomes an action, with an owner and a due date.
Install the add-in
Search for "Perfony" in the Outlook add-in store, or let your Microsoft 365 administrator deploy it for the whole organisation.
Open an email
From any email you receive, click the Perfony button in the Outlook ribbon.
Create the action
Choose the owner and the due date. The email is attached to the action as context. One click to confirm.
Follow up from Outlook
View and update your actions in the side panel, and receive Perfony notifications in your inbox.
Everything Perfony does in Outlook
Email to action
Turn an email into a Perfony action without copying and pasting: the content of the email becomes the action's context.
Email attached to the action
The original email stays attached to the action. The whole team has the full context, even people who were not copied in.
Your actions in the side panel
View and update your Perfony actions right inside Outlook, without opening another tab.
Synchronised calendar
Your Perfony meetings appear in your Outlook calendar. Reminders arrive at the right time, in the right place.
Alerts in your inbox
Late actions, mentions, updates: Perfony notifications arrive in Outlook. No extra app to keep an eye on.
Microsoft 365 sign-in
Sign in with your Microsoft 365 account, with no new password, using your company's single sign-on.
Why manage your actions from your inbox?
Much of the work people are asked to do still arrives by email: a customer chasing an answer, a question from a colleague, a decision confirmed after a meeting. Left in the inbox, these requests get lost among all the other messages, and the team has no way of knowing they are in progress.
Turning the email into an action gives you three things:
- Nothing gets lost. The request has an owner and a due date, and it shows up in the team's action plan.
- Fewer follow-up emails. Progress is visible in Perfony, so nobody needs to write to ask where a request stands. It is one of the ways to cut the time spent following up action plans.
- The context stays attached. The original email travels with the action, so there is no need to forward it again and again to explain what it is about.
One add-in among the Microsoft 365 integrations
The Outlook add-in works with the rest of the Microsoft environment: in Teams, Perfony transcribes your meetings and builds the action plans; in Outlook, it captures the requests that come in by email. Both feed the same action plans. Your administrator can approve the Teams and Outlook add-ins once, from the Microsoft 365 admin centre, for every user.
Perfony in your environment
Every important email becomes an action.
Install the Perfony add-in for Outlook and try Perfony free for 15 days, no credit card required.
Frequently asked questions
How do you install the Perfony add-in for Outlook?
Search for Perfony in the Outlook add-in store, or ask your administrator to deploy it for everyone from the Microsoft 365 admin centre.
Does the add-in work in Outlook on the web?
Yes, it works in Outlook for desktop and in Outlook on the web.
Do you need a separate Perfony account?
No. You sign in with your Microsoft 365 account, using your company's single sign-on.