Coily for Outlook
Issue the certificate beside the request.
A holder emails your desk. Coily opens in the task pane, reads the request, and drafts the certificate right there in Outlook. Nothing retyped, nothing re-keyed. Install takes about a minute.
Certificate request · Meridian PM
to: certs@youragency.com
Please provide a COI naming us as additional insured with waiver of subrogation and $1M/$2M GL for janitorial at 400 Commerce Park Dr. Needed by Friday.
HolderMeridian Property Mgmt
InsuredPinnacle Janitorial
Additional insuredCG 20 10
Waiver of subrogationCG 24 04
GL limits$1M / $2M
drafted beside the request · 9:41 AM
Install
Three steps, about a minute.
Microsoft does not let a website install add-ins silently, so there is one paste step. After that, Coily is simply there whenever a request arrives.
Get the add-in
One small manifest file tells Outlook where Coily lives. Download it, or copy the install link if you would rather paste a URL.
Add it in Outlook
Open any email, then Get add-ins → My add-ins → Add a custom add-in. Choose Add from file for the download, or Add from URL and paste the link.
Open Outlook on the webOpen a request and issue
Open a certificate request email. The Coily pane reads it, shows the extracted holder and endorsements, and drafts the certificate. Review and issue without leaving the message.
https://trycoily.com/api/addin/manifestPane says "This page couldn't load"?
Outlook cached an older copy of the add-in, and reinstalling on top keeps the stale copy. Remove it first (Get add-ins → My add-ins → Custom Addins → Remove), then add it back from the install link, which always serves the current version. If the new Outlook for Windows desktop app still misbehaves, confirm the install in Outlook on the web, then restart the desktop app.
A one-click listing in the Microsoft store (AppSource) is on the way. Until it clears review, the install link above is how Coily installs.
For the whole agency
Deploy it once, centrally.
A Microsoft 365 admin uploads Coily one time in the admin center, under Settings → Integrated apps → Upload custom apps, using the same install link. It then appears in every staff member's Outlook automatically, with no per-person setup. That is the smoothest path for a team.
Each person signs the pane in with their own add-in key, generated in the Coily dashboard under Settings → Add-in.
Admin deploy
- 1Microsoft 365 admin center → Settings → Integrated apps
- 2Upload custom apps, then provide the link below
- 3Assign it to everyone; it shows up in each mailbox
https://trycoily.com/api/addin/manifestAlso on Gmail: the same one-click issuance lives in the Gmail side panel.
The next request is already in your inbox.
Add Coily once, and every certificate request opens with the draft already waiting.