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Integrate Cascade and

Microsoft Outlook

When most of your communication takes place in Outlook, why should you have to leave it to create a goal in Cascade? Short answer: you don't. With Cascade for Microsoft Outlook, you can view, update, and create new goals directly from an email. Add context to the goal by including text from the email itself!

How to setup Outlook in Cascade

  1. Go to the Outlook Add-ins store. (For desktop apps, click on 'Get Add-ins' from the Home tab on the ribbon. For web apps, select a message first, then click on the three dots at the top of the message and click on 'Get Add-ins'.)
  2. Search for 'Cascade' in the Outlook Add-in store.
  3. Click on 'Add' and follow the steps to install the add-in to your Outlook.
  4. You can also go to the Cascade add-in listing page from Microsoft AppSource. Clicking on 'Get it Now' will redirect you to your Outlook application.
  5. Once the Cascade add-in is installed, click on the 'Login' button to connect your Cascade account to Outlook.

How to get the most out of this integration

  • Update or create new goals without leaving Outlook
  • Create new goals with context directly from an email
  • Update goals with context directly from an email
  • Track your progress by viewing, sorting, and filtering goals without logging in to Cascade
  • Share goals in emails

Check out additional help documentation here:
Cascade and Microsoft Outlook