Agent Hub
Invoice
AI Email
Platforms
Accounts
Settings
Edit Email Account
User Info
Your Name *
Microsoft 365 address *
Same SMTP you use in Outlook. Pick the matching type below (user vs group).
Mailbox type *
User or shared mailbox (Entra user — inbox API)
Microsoft 365 Group (team / group inbox — conversations API)
If you pick
User
but the address is actually a
Microsoft 365 Group
,
Test
/ the pipeline will auto-detect Group and save the correct type. Groups still need
Group.Read.All
(application) + admin consent.
Azure App Registration
Using .env for this org:
GRAPH_TENANT_ID
,
GRAPH_CLIENT_ID
, and
GRAPH_CLIENT_SECRET
are set. The three fields below are
optional
— leave them empty and every mailbox row will reuse those values automatically. Use the fields only if this row needs a different app registration.
Tenant ID
Optional when
.env
has
GRAPH_TENANT_ID
. If Test shows
AADSTS90002
, your .env tenant is wrong — fix it once for all rows.
Client ID (Application ID)
Client Secret
Leave blank to keep using
.env
(or a stored override).
This mailbox’s role
Scan:
Every mailbox added here is scanned for invoice-like mail (bill, receipt, etc.).
Send (From):
On
Email Accounts
, use
Send from (From)
to pick which Microsoft 365 address sends forwards. You can also toggle the checkbox below — it selects the same sender.
Use this mailbox to
send
forwarded invoice emails
Not available for
Group
type — use a user mailbox for Send from. Unchecked = monitor only.
Enabled (include in automated runs)
Must be
on
for this row to appear in
Send from
and to be scanned. “Connected” in the table only means the last Test worked — it is not the same as this switch.
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