# Inbox Agent: invoices picked up from your mailbox automatically The Inbox Agent connects a Microsoft 365 mailbox to Glimps and automatically picks up every invoice that arrives there: including reminders with the invoice attached, forwarded mail, and invoices inside an ongoing mail thread. The invoice is then read, coded, and ready in Glimps. Nobody has to forward invoices anymore. You can start in look-only mode, in which it only shows what it would pick up. The Inbox Agent is on every plan. ## Why invoices leak away - The supplier mails one person instead of the invoice address. - The invoice hangs as an attachment off a conversation about something else. - It is a reminder with the original invoice attached. - The mail was forwarded into a subfolder nobody opens again. ## Two modes - Look-only mode: changes nothing in the mail and nothing in the administration. Every invoice found gets a verdict: already in Glimps, missed, or suspicious. - Active mode: found invoices are imported and enter the normal pipeline. Processed mail moves to the tidy-up folder. Posting automatically from the mailbox is possible only on a verified purchase-order match, and only when that is switched on for that mailbox. A PO number in the text is not proof. ## Classification on two axes The first axis is what the mail is about: invoice, credit_note, receipt, invoice_question, forwarded_invoice, reminder, statement, remittance, order_confirmation, quote, auto_reply, not_invoice, uncertain. The second axis is what is attached: invoice, credit_note, statement, receipt, none, unknown. The axes are independent. A reminder is not an invoice, but often carries one. A question about an invoice usually carries none. ## Microsoft 365 permissions For your own mailbox: Mail.ReadWrite, User.Read, offline_access. For a shared mailbox, Mail.ReadWrite.Shared is added. Write access on mail exists only to move processed messages to the tidy-up folder. No permission to send or delete mail is requested. ## Boundaries - Excluded senders (one address or a whole domain including subdomains) are checked before classification. - Mail that is not an invoice is not stored as content. - A folder Glimps reads cannot also be the tidy-up folder. This is checked on the folder itself. - The same message and the same attachment are recognized, even after moving or forwarding. Attachments are compared on content. - The connection works on Microsoft 365. For other mail systems, the administration keeps its own invoice address. ## The Glimps folder in Outlook A folder you drag a mail into. Whatever goes in skips classification: the user already decided it is an invoice. Mail from months ago works too. ## Links - Agentic overview: https://useglimps.com/en/agentic - Automated invoice processing: https://useglimps.com/en/automatische-factuurverwerking - Security: https://useglimps.com/en/security --- ## Full page text Connect your Microsoft 365 mailbox once. After that the Inbox Agent picks up every invoice by itself, including the reminder, the forwarded mail, and the invoice inside a conversation. Nobody has to forward anything anymore. On every plan, at no extra cost Invoice as a PDF: picked up, into Glimps ## No more forwarding invoices Invoices arrive by mail, with different people and in different forms. The Inbox Agent makes sure they all land in one place, without anyone having to think about it. Without the Inbox Agent - Someone opens every mail, saves the PDF, and uploads or forwards it. - An invoice sent to a colleague stays in their inbox. - A reminder with the invoice attached is read as a reminder, not as an invoice. - You only notice at the dunning letter. With the Inbox Agent - Every invoice that lands in the mailbox shows up in Glimps by itself. - Including the reminder, the forwarded mail, and the invoice inside a conversation. - The invoice is already read and coded when you open it. - Nobody has to forward anything anymore. ## Connect once, then it runs by itself 1. 01Connect your mailboxSign in with your Microsoft 365 account and pick the mailbox your invoices arrive in, for example payables@. That takes a few minutes. 2. 02The Inbox Agent reads alongIt recognizes which mail contains an invoice, even when the subject is about something else. Questions, quotes, and newsletters it leaves alone. 3. 03The invoice is ready in GlimpsRead, coded, and ready for approval. The processed mail moves to a folder in Outlook, so you can see what already came in. ### Or drag a mail into the Glimps folder Is there an invoice in your own inbox? Drag it into the Glimps folder in Outlook and it gets picked up. That works for mail from months ago too. There is still an invoice in your own inbox ## What it picks up, and what it leaves alone A normal mail rule looks at the subject. The Inbox Agent looks at what is attached, so it does not miss an invoice inside a conversation about something else. ### It picks up - Invoices and credit notes - Receipts - Reminders with the invoice attached - Invoices a colleague forwarded - Invoices inside an ongoing mail thread ### It leaves alone - Questions about an invoice - Quotes and order confirmations - Remittance advice and statements - Newsletters and out of office replies - Everything from senders you exclude When it is unsure, it throws nothing away. That mail appears on your dashboard, so you can still pick it up with one click. ## An agent in your mailbox, with clear limits ### Look first You can start in look-only mode. The Inbox Agent then shows which invoices it would pick up, without doing anything. You see straight away how many invoices go past Glimps today. ### Suspicious mail set aside An unknown sender, or a different bank account than usual? Glimps sets that invoice aside so you look at it first. ### You choose what it reads You point at the mailbox and the folders. You exclude senders or whole domains with one click, and it skips that mail entirely. A picked-up invoice follows the same rules as any other invoice. By default it is prepared and you press post. [Read how automatic posting works](https://useglimps.com/en/agentic) ## Questions about the Inbox Agent Want to try Glimps yourself?Try the demo Does the Inbox Agent really pick up invoices by itself? Yes. Once pickup is on, every invoice that arrives in the connected mailbox lands in Glimps automatically. There it is read, coded, and prepared, just like an invoice you upload yourself. You do not have to forward or save anything. No, only the mailbox and folders you point at. Usually that is a shared mailbox such as payables@ or invoices@, not anyone personal mail. Mail that is not an invoice is not stored by Glimps. No. Glimps recognizes the same invoice, even when it is sent again, forwarded, or carries a different file name. Does it also post those invoices right away? A picked-up invoice follows the same rules as any other invoice. By default it is prepared and you press post. Only for suppliers you released for it does Glimps post by itself. A few minutes. You sign in with your Microsoft 365 account, give consent, and pick the folders. After that it runs in the background. The connection works with Microsoft 365. If you use Gmail or something else, your administration has its own invoice address. Set a forwarding rule to that address and your invoices arrive automatically too. Nothing extra. The Inbox Agent is on every plan. You pay per processed invoice, just as with uploading. For your IT team: which permissions the connection asks for The connection runs through Microsoft 365. On the Microsoft consent screen your administrator sees exactly these permissions: - `Mail.ReadWrite`: read the chosen folders and move processed mail to the tidy-up folder - `Mail.ReadWrite.Shared`: the same for a shared mailbox, only when you connect one - `User.Read`: know which account you connect with - `offline_access`: keep the connection alive without signing in again every day No permission to send or delete mail is requested. Mail that is not an invoice is not stored as content. ## Read on ### Automated invoice processing What happens to an invoice after it is picked up. ### Automatic posting How you decide per supplier whether Glimps posts by itself. ### Security Where your mail and documents live, and who can reach them. ### Pricing The Inbox Agent is on every plan.