Cotiss Inbox brings relevant organisational emails into Cotiss and automatically segments it by vendor, so your procurement team can work from a complete, up-to-date record of vendor communication without changing how anyone uses Outlook.
What Cotiss Inbox enables for you
1) Vendor communication, automatically organised
Once enabled, Cotiss Inbox automatically gathers and organises all vendor-related emails into the corresponding vendor profile. No more digging through shared mailboxes, forwarding threads, or chasing stakeholders for context, your team can instantly see:
The latest conversations and meetings with a vendor
Historical decisions and commitments (all in one place)
Thread context that supports sourcing, renewals, risk reviews, and stakeholder alignment
2) Faster procurement workflows with better continuity
Because messages are grouped per vendor and accessible to the right people in Cotiss, procurement can:
Reduce back-and-forth to find “the latest email”
Onboard new team members faster with a complete vendor history
Keep renewals and negotiations moving even when stakeholders change
3) A cleaner audit trail for governance
Centralising vendor emails in Cotiss supports stronger governance and reduces the chance of key vendor communications living only in personal inboxes.
Security and storage: what changes (and what doesn’t)
Your organisation’s data security and storage policies do not change by approving this integration. Cotiss Inbox is designed to bring vendor-related context into Cotiss while maintaining your organisation’s existing security posture.
Email Data is governed in accordance with SOC2 Type II
Cotiss only surfaces activity linked to vendors selected by the Cotiss administrator
Integration relies fully on standard Microsoft OAuth methods.
For the full detail on permissions and how Cotiss handles data, see our Trust Center.
Control what’s included
Cotiss Inbox is configurable so you can scope it to the communications that matter.
Exclude sensitive or irrelevant content
You can define exclusions to prevent certain emails from appearing in Cotiss Inbox. This can be modified at any time.
This gives you extra control to keep the inbox content aligned to procurement and vendor management use cases.
What your IT team will receive (permissions and due diligence)
After procurement submits the request for Microsoft admin approval, we provide your IT team with the relevant permission details and documentation as seen below;
This is the information we share with IT as part of the integration request so they can review requested scopes, data handling, and security controls.
Questions?
How do I request approval for this integration?
How do I request approval for this integration?
If you're interested in requesting this integration for your team - follow this guide on How to request the Cotiss Inbox -Microsoft 365 Integration for Vendor Communications
Can you help me with drafting an internal request for approval
Can you help me with drafting an internal request for approval
If you need help drafting the internal request for approval to IT, reviewing an inclusion/exclusion approach, or understanding best-practice configuration, contact the Cotiss team via the message icon in the bottom right of your screen, we are here to support!