SKU #5 Pre-Deal Copilot · Outlook distribution
The verdict lives where you live. In your inbox.
Pre-Deal Copilot installs as an Outlook task pane. Highlight a deal email, confirm the fields, click Run Pre-Deal check, and get a sub-30s clearance verdict + restructure suggestion right next to the email body. Works in Outlook on the web, Outlook for Windows, Outlook for Mac, and Outlook mobile.
Installation
Sideload the OilFlow manifest
- Download the manifest: /outlook-addin/manifest.xml. Right-click → Save As to keep the file local.
- In Outlook web (outlook.office.com), open the message, click the three-dot menu → Get Add-ins. In Outlook for Windows / Mac, use Home → Get Add-ins.
- In the add-in dialog, switch to My add-ins → Custom add-ins → Add from file, then select the manifest you downloaded.
- Accept the permissions prompt. Outlook requests
ReadItemscope — the add-in reads the open email body to pre-fill the deal fields. It never sends your inbox elsewhere; the only outbound call is toPOST oilflow.us/api/v1/predeal/check. - Open any deal email. In the message reading pane, click OilFlow Pre-Deal in the message bar to open the task pane.
First use
Paste your API key (one time)
The first time you open the task pane, paste your OilFlow Pre-Deal API key in the field at the top. The key is stored in the task pane's localStorage on the Outlook host machine — it never travels to OilFlow servers except as the Authorization: Bearer header on the Pre-Deal check call.
Get a key by signing up at /dashboard (Solo $99/mo or Desk $999/mo) or by contacting sales for the Bank Enterprise tier via /apply.
Privacy + security
What the add-in sees
- Reads, never writes. The add-in only requests the
ReadItemscope. It cannot send emails, modify drafts, delete items, or access folders. - Per-email, on demand. Email content is read only when the task pane is open and only from the currently-selected message. No background scanning.
- Outbound traffic. Only
POST oilflow.us/api/v1/predeal/check. Nothing else. The taskpane HTML is served fromoilflow.us; no third-party scripts. - Bank-private deal class. Add the
X-OilFlow-Data-Class: privateheader in your enterprise key configuration if your bank contract requires that no deal data feeds the OilFlow corpus. Default for Bank Enterprise tier.
Status + roadmap
Today: read-side task pane. The add-in reads the open email and runs a single Pre-Deal check. The Solo + Desk tiers work directly from this surface. Bank Enterprise customers can install via tenant-wide deployment through Microsoft 365 admin center; contact [email protected] for the centralized-deployment manifest.
Coming next: write-side action (paste the verdict + restructure suggestion into a draft reply); inline blocker-highlighting in the email body; one-click escalation to full KYC (SKU #2) via the handoff endpoint.