Pragma
The Pragma Outlook Add-in enhances your email experience by integrating a smart sidebar directly into your Outlook interface. This tool allows you to search, find, and insert knowledge or content from
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What is Pragma?
Pragma is an Outlook add-in that places a searchable sidebar directly in your email interface. It connects to your existing business tools like Slack, Gong, Salesforce, and HubSpot, letting you pull information from these platforms without switching windows. The add-in searches through unstructured data across these sources, making it easier to find answers, context, or relevant information while composing emails. You can also build a library of email templates and frequently used responses for quick insertion, which reduces time spent writing similar messages and improves consistency in your communication.
Key Features
Sidebar search
Query information from connected platforms directly within Outlook
Multi-platform integration
Connects to Slack, Gong, Salesforce, HubSpot, and other business tools
Template library
Create and save email templates and standard responses for reuse
Unstructured data search
Finds answers in conversation history, call transcripts, and customer records
In-email insertion
Add found information or templates into emails without leaving the compose window
Pros & Cons
Advantages
- Reduces context switching by keeping relevant information accessible within Outlook
- Speeds up email composition through template library and quick content insertion
- Works with major CRM and communication platforms your team likely already uses
- Helps maintain consistent messaging across repeated types of emails
Limitations
- Requires manual setup to connect your business tools and may need IT involvement for certain integrations
- Usefulness depends on the quality and organisation of data in your connected platforms
- Limited to Outlook, so it won't help users on other email clients
Use Cases
Sales teams responding to common customer questions by searching past call notes or customer records
Support staff quickly accessing relevant Slack discussions or knowledge when replying to tickets
Teams maintaining consistent messaging by using shared email templates across the organisation
Customer success managers pulling up relevant Salesforce data whilst drafting client updates