Laudio Outlook Add-In Overview (Early Access)

The Laudio Outlook add-in lets you capture recognition, feedback, and follow-ups without leaving your inbox. From any email, you can send a message to a team member, add a note to their profile, or copy an email directly into Laudio — so the moments worth documenting are logged where the rest of your team activity lives.

Accessing the Add-In

1. In Outlook, open the email you want to work from (or open Outlook to the home view).
   1. Note: The plug-in requires approval from your health system's IT team and must be installed in Outlook before use.
2. In the ribbon, open the Apps pane and click "Laudio". The Laudio pane opens on the right.
3. Sign in if prompted. You will land on the Welcome back home screen, where you can choose Send message, Add note, or Copy email to Laudio.
   
   

FAQs

Q: Does "Copy email to Laudio" create an email or a note?
A: It logs the email — subject and body — as an email on the selected team members' profiles. (The Add note action is what creates a note.) Both appear in the Activity Feed; entries created from Outlook are marked "Added from Outlook."

Q: How are the "Relates to" team members chosen?
A: For a copied email, the recipients from the email's To and Cc lines are selected automatically. You can add or remove any team member using the search field before saving.

Q: Can I relate a note or email to more than one team member?
A: Yes. You can select multiple team members under "Relates to," and it is logged for each of them.

Q: What can I attach to a note?
A: Images, PDF, Excel, and Word files, up to 10MB.

Q: Can I use templates in the add-in?
A: Yes. When adding a note, click "Select template" to start from a saved template.

Q: Where do notes and copied emails show up in Laudio?
A: In the Activity Feed and on each related team member's profile. Entries created from Outlook are marked "Added from Outlook."

Q: Can I include PHI?
A: No. Do not enter any information that can be classified as PHI in a note or copied email.