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.

BetaOffice.js 1.5Microsoft 365 / Outlook 2019+

Sideload the OilFlow manifest

  1. Download the manifest: /outlook-addin/manifest.xml. Right-click → Save As to keep the file local.
  2. 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.
  3. In the add-in dialog, switch to My add-ins Custom add-ins Add from file, then select the manifest you downloaded.
  4. Accept the permissions prompt. Outlook requests ReadItem scope — 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 to POST oilflow.us/api/v1/predeal/check.
  5. Open any deal email. In the message reading pane, click OilFlow Pre-Deal in the message bar to open the task pane.

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.

What the add-in sees

  • Reads, never writes. The add-in only requests the ReadItem scope. 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 from oilflow.us; no third-party scripts.
  • Bank-private deal class. Add the X-OilFlow-Data-Class: private header 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.