Agent Hub
Invoice
AI Email
Platforms
Accounts
Settings
Add 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
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.
Include in automated runs
Yes — scan this mailbox when the pipeline runs
No — paused (credentials stored only)
Add Email Account
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