Microsoft 365 workflow
Outlook AI for Bankers
Arvya runs where bankers work: deal tagging in Outlook, sourced pre-call briefs, call capture, and evidence backed CRM updates, all in-tenant and approval-first, with receipts on every write.
Book a Working SessionOutlook AI for bankers has to understand deals, counterparties, confidentiality, and the CRM, because the freshest deal context in any firm is sitting in email and calendars. Arvya runs inside Microsoft 365, in the firm's own Azure tenant: it tags deal email in Outlook, assembles sourced pre-call briefs from relationship history, captures calls with the Arvya Notetaker, and stages evidence backed CRM updates the banker approves. Nothing is sent or written without approval, and every CRM write is read back as a receipt.
// who this is for
Bankers who live in Outlook and Teams during live sell-side and advisory processes.
Teams that need AI help without moving sensitive deal work into a separate generic chat app.
Firms that require in-tenant deployment, delegated permissions, and approval before any send or write.
The problem
- Email contains the freshest deal context (the gold is already there), but it is painful to search, and it never reaches the CRM or tracker on its own.
- Walking into a call prepared means reconstructing relationship history from inbox search, the CRM, and memory.
- Generic copilots do not know the buyer tracker, the CRM schema, or the deal-specific approval rules.
What Arvya does
- Tags and organizes deal email in Outlook so the right context is attached to the right deal automatically.
- Assembles a sourced pre-call brief before every meeting: relationship history, prior conversations, deals already shown, open items.
- Connects Outlook threads and call capture to the Deal Brain, and stages CRM updates and follow-up drafts for banker approval, with every write receipted.
// how it works
Read agreed deal-relevant email and calendar context through Microsoft Graph with delegated permissions and deployment-specific retention controls.
Resolve the correct deal, counterparty, and next action against the verified deal memory.
Stage the brief, update, or draft for banker approval; on approve, execute and log the receipt.
// works with
Frequently asked questions
Can Arvya send emails automatically?
No. Every outbound action is drafted for review: Arvya prepares the email, the CRM update, or the tracker change, and a banker approves before anything is sent or written. Approved CRM writes are then read back and linked as receipts, so the banker can see the update actually landed.
Why does Arvya start in Outlook and Teams?
Because that is where the deal actually happens. Every process leaves its richest record in email, calendars, and calls. Most firms just let it rot there. Starting inside Microsoft 365, deployed in the firm's own Azure tenant, lets Arvya turn that existing record into verified deal memory while respecting the permissions and habits the team already has.
// related
AI for Investment Banking →
Arvya rebuilds deal management AI native for M&A teams: one verified deal memory across Outlook, Teams, DealCloud, Salesforce, trackers, and data rooms, with human approved CRM writeback and read-back receipts.
Buyer Tracker Automation →
Arvya keeps buyer trackers current from buyer emails, calls, meetings, and CRM, with cited updates staged for review, and produces cited buyer lists and client-ready weekly updates from the same memory.
CRM Trust Workflow for Deal Teams →
Arvya makes DealCloud, Salesforce, and the CRM your firm already owns trustworthy again: bulk enrichment from SEC filings and firm websites, evidence backed updates a human approves, and a read-back receipt on every write.
Deal Brain →
The Deal Brain is Arvya's verified memory for each live deal (every fact cited to its source) and the foundation of the Company Brain, the firm-wide cross-deal memory in development.
One live mandate