Connect Microsoft 365
Connect a Microsoft 365 mailbox, the OneDrive or SharePoint folder for shipment documents, and an Excel sheet. The agent then reads shipment mail as it arrives, files documents and keeps your sheet up to date.
Before you start
| What | Who |
|---|---|
A mailbox for the agent in your own Microsoft 365 organization, e.g. shipments@yourcompany.com. Personal, guest and other-organization accounts can't be connected. | Your IT admin |
| Approval of Threadship for your organization in Microsoft Entra, if your organization doesn't let users approve apps themselves | A Microsoft 365 administrator |
| A Threadship admin account | Your Threadship admin |
1. Sign in and approve Threadship
- Go to agent.threadship.ai and choose Continue with Microsoft.
- The first person from your organization is asked to approve Threadship for the organization. If you aren't an administrator, Threadship shows a link to send to your IT admin; once they approve, the page tells you to continue.
2. Connect the agent's mailbox
- In setup (or on the team's Agent page), choose Connect a Microsoft account.
- Sign in as the agent's mailbox, not as yourself.
No spare mailbox? You can connect your own account, but the agent will then read all of your mail.
3. Choose the folder
- In OneDrive or SharePoint, share the folder for shipment documents with the agent's mailbox.
- Choose Choose folder and pick it, or paste the folder's sharing link and choose Add.
The agent reads and saves files only inside the folders you choose.
4. Connect an Excel sheet
- Keep the workbook in a folder you chose, and make the shipment list an Excel table: select the data and use Insert → Table.
- Pick it from the list and choose Connect.
The agent fills only the columns it recognizes and never touches your other columns. An admin can choose more columns for it under Columns.
5. Add your partners
On the Agent page, under Add a partner, enter your suppliers' and forwarders' addresses or domains (e.g. supplier.com). The agent acts on mail from your team and from partners; other mail waits in Mail to review until someone chooses to use it.
What the agent can access
| Permission | Purpose |
|---|---|
| Mail.Read | Read mail the agent's mailbox receives. It can't send, delete or move mail. |
| Files.ReadWrite.All | Read and save files, limited by Threadship to the folders you choose. |
| User.Read | Confirm which account was connected. |
| offline_access | Handle new mail as it arrives. |
People who sign in to Threadship share only their name and email address. It never deletes or moves your files.
Disconnecting
On the Agent page, choose Disconnect. The agent stops reading mail and files; shipments, documents and the team's memory stay. To withdraw access completely, an administrator can remove Threadship under Enterprise applications in Microsoft Entra. More on our Security page.
Questions: support@threadship.ai