Manage OKRs and tasks directly from your
Outlook inbox
Stop switching between email and your OKR platform. Check in on goals, create tasks from emails, and track progress — all without leaving Outlook.
Rated 4.7/5 by 500+ Strategy Leaders on
Why integrate
What you can do with Outlook + Profit.co
Check In Without Switching Apps
Complete OKR check-ins directly from the Outlook sidebar. No new tab, no separate login — your progress updates the moment you submit.
Turn Emails Into Tasks Instantly
When an action item lands in your inbox, click Add Task and Profit.co auto-fills the email subject as the task title. Assign it to a team member in seconds, without leaving Outlook.
Never Miss a Pending Check-In
The Outlook add-in surfaces overdue OKRs and pending tasks in real time. Your team sees what needs attention without opening a second platform.
Already using Microsoft Outlook?
Add Profit.co directly from the Outlook Add-ins marketplace — no developer needed.
Data sync
What you can do from Outlook
OKR Check-Ins
Pending OKRs appear in the Profit.co sidebar inside Outlook. Update your progress value, change status, and submit a check-in — without opening a new browser tab.
Task Creation from Email
The subject line of any email auto-populates as a Profit.co task title when you click Add Task. Assign an owner, set the context, and create it without switching platforms.
Overdue Task Notifications
The add-in surfaces overdue tasks and pending check-in reminders in real time, so nothing slips through the gap between inbox time and goal management.
Why connect Outlook to your OKRs?
Outlook is where decisions land and action items pile up — but it has never been connected to your goals. The Profit.co Outlook Add-In closes that gap: check in on OKRs, create tasks from emails, and see what’s overdue without ever leaving your inbox. Strategy stays live even on the busiest email days.
Getting started
Set up in 3 steps
No developer required. You’re live in under 10 minutes.
1
Install from Outlook
Open Outlook and click the ellipsis icon on any email. Select Get Add-Ins, search for “Profit.co,” and click Add. Accept the terms and the add-in installs instantly to your mailbox.
2
Sign In with O365
Click the Profit.co icon in the Outlook sidebar and sign in using the Office 365 credentials linked to your Profit.co account. Your account connects in seconds — no additional configuration needed.
3
Start Working from Your Inbox
Use the Add Task button to convert emails into Profit.co tasks, or click the check-in icon to update pending OKRs. Overdue items surface automatically in the sidebar every time you open Outlook.
Enterprise grade security
Keep your company’s data secure and compliant with industry-leading security standards and certifications.
Have questions?
We got answers.
Yes. The Profit.co Outlook Add-In is available directly through the Microsoft AppSource marketplace. It installs into Outlook with no third-party tools or developer setup required — simply search for “Profit.co” in the Get Add-Ins menu.
Yes. Once signed in, pending OKR check-ins appear in the Profit.co sidebar inside Outlook. You can update your progress value, change the status, and submit the check-in — all without opening a new tab or logging into a separate platform.
The add-in reads the subject line of emails to auto-populate task titles when you create a Profit.co task. It does not read or store email body content. Profit.co surfaces your OKR and task data inside Outlook — it does not send any Outlook data externally beyond what you explicitly submit.
From the Outlook sidebar you can: create Profit.co tasks with the email subject auto-filled as the title, assign tasks to team members, check in on pending OKRs with progress updates, and mark tasks as complete. For full task status changes and detailed progress management, log in to your Profit.co account directly.
The Outlook Add-In is included in all Profit.co paid plans. You can explore it during your free 30-days trial — no credit card is required to get started.
No. Installation takes under 5 minutes through Outlook’s built-in Add-Ins marketplace. Sign in with your existing Office 365 credentials and you’re live immediately — no code, no IT ticket required.
Yes. Each team member installs the add-in independently via their own Outlook account and signs in with their individual O365 credentials linked to Profit.co. There is no shared account or admin-only setup required for individual users.
Yes. Profit.co is SOC 2 Type II certified and GDPR compliant. The add-in uses your existing O365 authentication and does not store email content. All data transferred between Outlook and Profit.co is encrypted in transit and at rest. Review the full security overview at profit.co/data-security.
Can’t find your answers?
Get in touch with us we are happy to assist you!
Other Email & Collaboration Integrations
Slack
Receive OKR check-in reminders, progress nudges, and goal updates directly in Slack channels. Keep your team aligned without leaving the conversation.
Learn more →
Microsoft Teams
Access Profit.co OKRs inside Microsoft Teams. Check in on goals, get progress alerts, and keep your Microsoft 365 workflow connected to strategy.
Learn more →
Gmail Add-ons
Bring Profit.co into your Gmail sidebar. Create tasks from emails, check in on OKRs, and track pending actions without switching out of your inbox.
Learn more →
MS Outlook Calendar
Sync Profit.co meeting agendas and OKR review sessions with your Outlook Calendar. Keep strategy reviews scheduled and visible across your Microsoft 365 workspace.
Learn more →Make Outlook work
for your strategy
Join 1,500+ companies who use Profit.co to align teams around the goals that matter most.
