Outlook Mail

Connects an agent to a Microsoft Outlook mailbox via the Microsoft Graph API. The agent can monitor an inbox for incoming emails, reply automatically, or send proactive email notifications.

• Supported agents: Agentic Flow, Coworker
• Route types: Trigger, Conversation, Notification
• Auth: Microsoft OAuth SSO (delegated permissions)

Route Overview

Before You Start

1. In the Azure Portal (portal.azure.com), go to Azure Active Directory → App Registrations → New Registration.
2. Name the app (e.g. Neo-OutlookChannel). Set supported account types to Single tenant.
3. Under Authentication, add a Redirect URI (type: Web): https://<your-neo-domain>/api/channels/oauth/callback. Enable Access tokens and ID tokens under Implicit grant.
4. Note the Application (client) ID and Directory (tenant) ID from the app overview.
5. Under Certificates & Secrets, create a Client Secret. Copy the value immediately.
6. Under API Permissions, add the following Delegated Microsoft Graph permissions: Mail.Read, Mail.Send, User.Read, offline_access.
7. Click Grant admin consent for . All four permissions must show a green ✓ Granted status. Admin consent is required — individual users cannot self-consent on most enterprise tenants.

Your agent must be published with an active version.

Configuration

Credentials

• Client ID — Application (client) ID from the Azure App Registration. Required.
• Client Secret — Client secret value. Required.
• Tenant ID — Directory (tenant) ID. Required.
• Mailbox Email — The email address of the mailbox to monitor or send from. Required.

After saving the credential, click Login with Microsoft to complete the OAuth SSO flow. Sign in with the mailbox account. On success, a green checkmark confirms the account is connected. Tokens are stored encrypted and refreshed automatically.

Trigger Route Settings

• Description / Purpose — Optional notes on what the channel is for and when the agent should use it.
• Triggering Timing (mins) — How often Neo checks the mailbox for new emails. Default: 5. Minimum: 5. Maximum: 60.
• Batch Size — Maximum emails processed per poll cycle. Default: 10. Range: 1–50.
• Mail Folder — Which Outlook folder to monitor. Default: inbox.
• Unread Emails Only — When ON, only unread emails are processed. Default: ON.
• From Email Filter — Only process emails from this sender. Optional.
• Subject Contains / Body Contains — Only process emails whose subject or body contains these keywords. Optional.
• Initial Message — Prompt prefix prepended to the email content when triggering the agent. Optional.

The Trigger route starts the agent; it does not reply to the email.

Conversation Route Settings

• Description / Purpose — Optional.
• Polling Interval (mins) — How often Neo checks the mailbox. Default: 5. Minimum: 5. Maximum: 60.
• Batch Size, Mail Folder, Unread Emails Only, From Email Filter, Subject Contains, Body Contains — As for the Trigger route.
• Process Full Thread — Give the agent the whole email thread, not only the latest message. Default: ON.
• Reply All — Reply to all recipients instead of only the sender. Default: ON.

Notification Route Settings

• Description / Purpose — Optional.
• Default Recipients / Default CC — Addresses that always receive notifications. Optional.
• Reply All — When replying to an inbound email, reply to all recipients instead of only the sender. Default: ON.
• Default Subject Prefix — Text added to the start of each subject line. Optional.
• Max Retry Attempts — Retries if sending fails. Default: 3. Range: 0–10.
• Retry Delay (seconds) — Delay between retries. Default: 60. Range: 10–600.

Output Node (Agentic Flow)

For Conversation and Notification routes, select the Output node in the flow and turn on Channel Delivery. Configure the delivery_targets table: select the Outlook route, set the event type (email for new emails, email_reply for threaded replies), recipients, and invocation mode.

See Component Types for details on the Output node.

Troubleshooting

• Login with Microsoft button does nothing — Save the credential first. Allow browser popups for your Neo domain. Verify the redirect URI in Azure matches your domain exactly.
• Emails not being picked up — Check the channel toggle is ON and the agent is published. Verify the correct mailbox email is set. Check that the Unread Emails Only filter is not excluding already-read emails.
• Agent reply not sent — Confirm the flow’s Output node has Channel Delivery turned on.
• “Need admin approval” error during SSO — A Tenant Administrator must grant admin consent in Azure Portal → App Registrations → API Permissions before non-admin users can complete the login.