> For the complete documentation index, see [llms.txt](https://kb.theloops.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.theloops.io/agentstudio/integrations/microsoft-outlook.md).

# Microsoft Outlook

## Overview <a href="#overview" id="overview"></a>

The Microsoft Outlook integration connects IFS Loops to a shared Outlook mailbox, so incoming email can be synced to and managed by a Digital Worker. Before connecting, the mailbox is created and permissioned in the Microsoft 365 Admin Center. The connection is then authenticated and configured from IFS Loops.

### Prerequisites <a href="#prerequisites" id="prerequisites"></a>

* Admin access to the Microsoft 365 Admin Center.
* A dedicated shared mailbox for the integration, created and permissioned before authenticating ([Microsoft Instructions](https://teams.public.onecdn.static.microsoft/evergreen-assets/safelinks/2/atp-safelinks.html)).
* An Outlook/Microsoft 365 admin account with admin consent enabled, used to authenticate the integration.
* Access to the IFS Loops platform with Admin role privileges.

### Best Practices <a href="#prerequisites" id="prerequisites"></a>

* **Service mailbox, not a personal inbox:** Use a dedicated shared mailbox for the integration rather than a personal user mailbox.
* **Mandatory permissions:** The admin account used to authenticate must be granted both Read and manage permissions and Send as permissions on the shared mailbox. Without these, the connection will not have the access it needs.
* **Optional but recommended:** Also grant Send on behalf of for the same admin account. This isn't required for the integration to function, but it helps avoid permission issues down the line.
* **Mailbox membership:** Add the admin account as a member of the shared mailbox, in addition to the permissions above.
* **Trusted sender emails or domains:** This field can be left blank. It is not required to complete setup.

## Setup instructions

### Shared Mailbox Creation

{% hint style="info" %}
For details on this process visit: <https://learn.microsoft.com/en-us/microsoft-365/admin/email/create-a-shared-mailbox?view=o365-worldwide>
{% endhint %}

### Set Mailbox Permissions

{% stepper %}
{% step %}
Open the new shared mailbox and select **Edit** under **Manage mailbox permissions**.
{% endstep %}

{% step %}
Under **Read and manage permissions**, add the admin account that will authenticate the integration.
{% endstep %}

{% step %}
Under **Send as**, add the same admin account.
{% endstep %}

{% step %}
Under **Send on behalf of,** add the same admin account as an added safeguard. *(Optional, recommended)*
{% endstep %}

{% step %}
Under **Members**, click **Edit** and add the same admin account as a member of the mailbox.
{% endstep %}
{% endstepper %}

### Initiate Integration

{% stepper %}
{% step %}
Navigate to **Connector**.
{% endstep %}

{% step %}
Click **Add Integration**
{% endstep %}

{% step %}
Type **Outlook** in the search bar.
{% endstep %}

{% step %}
Select **Outlook** to continue.
{% endstep %}
{% endstepper %}

### Basic Configuration

{% stepper %}
{% step %}
Enter a unique name for the integration (e.g., Outlook for IFSAI).
{% endstep %}

{% step %}
Click **Next**.
{% endstep %}
{% endstepper %}

### Authentication

{% stepper %}
{% step %}
Click **Connect**.
{% endstep %}

{% step %}
A New Outlook authorization window will appear. Select the admin account that was added to the shared mailbox above, and click **Approve**.

{% hint style="info" %}
**Note**: *The account used must have admin consent*
{% endhint %}
{% endstep %}

{% step %}
Wait for the confirmation message: “Integration Updated successfully.”
{% endstep %}
{% endstepper %}

### Configure Mailbox & Folder Settings

{% stepper %}
{% step %}
In the Configuration tab, confirm the admin address has auto-populated.
{% endstep %}

{% step %}
Under **Select mail folders**, select **Inbox**.
{% endstep %}

{% step %}
Select the shared mailbox you created earlier as the shared mailbox user.
{% endstep %}

{% step %}
Under the mail folders selection for that shared mailbox, select **Inbox** again, so incoming mail to that mailbox is picked up.
{% endstep %}

{% step %}
Leave **Trusted sender emails or domains** blank, then click **Update**.
{% endstep %}
{% endstepper %}

### Validation & Verification

{% stepper %}
{% step %}
Confirm the integration status shows as **connected/successful** in IFS Loops.
{% endstep %}
{% endstepper %}