Find Top Microsoft Contacts with ChatGPT

In this tutorial, you'll learn how to integrate Microsoft People with ChatGPT using Caddey, and then connect with those contacts via Microsoft Outlook. By setting up a custom GPT, you’ll be able to discover the people most relevant to you and message them directly — all without writing any code. Let’s get started!

Prerequisites

• ChatGPT Plus/Pro subscription: Access to custom GPT creation features.
• Caddey account: To create an agent and connect apps.
• Microsoft account: With access to Microsoft People and Outlook.

Step 1: Create a Caddey Agent

1. Log in to Caddey: Go to the Agents section of your dashboard.
2. Add a new agent: Click Add Agent, name it (e.g., "People Connector"), and add a description like "Finds relevant contacts and reaches out."
3. Save the agent: Click Save and copy the API Key that Caddey generates.

Step 2: Connect Microsoft People in Caddey

1. Open Apps > Marketplace: In Caddey’s dashboard.
2. Find Microsoft People: Click Connect on the People app.
3. Configure key: A prompt will appear to choose a key. Choose the published OAuth key.
4. Verify connection: Microsoft People appears under Apps.

Step 3: Connect Outlook

To message discovered contacts, connect Microsoft Outlook (Mail only):

1. Connect Outlook: In Marketplace, find Microsoft Outlook (Mail only) and click Connect.
2. Configure key: A prompt will appear to choose a key. Choose the published OAuth key.
3. Verify connection: Outlook appears under Apps.

Step 4: Create Toolboxes

People Toolbox

1. Go to Toolboxes: Click Create Toolbox.
2. Name it: "People Discovery Tools".
3. Add tool:
   • List people most relevant to the signed-in user

Messaging Toolbox

1. Create another toolbox: Name it "Contact Messaging Tools".
2. Add tools:
   • Create a draft message (Outlook)
   • Send a message (Outlook)

Step 5: Assign Toolboxes to Your Agent

1. Open your agent: Under Agents, select "People Connector".
2. Add toolboxes: In the Toolboxes tab, add both People Discovery Tools and Contact Messaging Tools.

Step 6: Create and Configure Your Custom GPT

1. Open ChatGPT: Go to Explore GPTs → Create GPT.
2. Name your GPT: For example, "Contact & Connect Assistant".
3. Description: "Discovers relevant contacts and messages them via Outlook."
4. Add Action:
   • Authentication: API Key in header X-API-KEY with your Caddey agent’s API key.
   • Import OpenAPI schema: https://api.caddey.ai/v3/api-docs/tools
   • Verify endpoints: Ensure /tools/query and /tools/{toolId}/execute are available.
5. Save the action.

Step 7: Test Your Contact & Connect Assistant

1. Discover contacts: Ask, "Who are my top 5 relevant contacts right now?"
2. Review results: The GPT will list person objects including name, email, and relevance.
3. Email via Outlook: "Email Jane Doe with subject 'Q3 Strategy Discussion' and body 'Hi Jane, I'd like to discuss...'"

The assistant will call the People tool to discover contacts and then the Outlook tool to send your email.

Finalize and Deploy

After successful testing, click Save or Done. Your Contact & Connect Assistant will now appear in your ChatGPT interface—ready to discover and connect with your most relevant people.

Happy networking!