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.
API access carries no list price. Write to hello@oilflow.us or apply at /apply, and we scope the volume and the term on a call before we issue a key. The free live check at /predeal runs in the browser with no key at all.
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 key configuration if your bank contract requires that no deal data feeds the OilFlow corpus. We set it on by default for keys issued under a scoped bank agreement.
Status + roadmap
Today: read-side task pane. The add-in reads the open email and runs a single Pre-Deal check. Any key we issue works from this surface. A bank that wants the add-in on every desk can push it tenant-wide through the Microsoft 365 admin center; write to hello@oilflow.us for the centralized-deployment manifest and we scope the rollout on a call.
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.