Beta Preview • Microsoft 365 Automation

Inbound email, on a workflow you can see.

EmailBit connects to Microsoft 365, runs a graph you design, and shows every run. Classify messages, extract attachment data, run deterministic logic, and park for a human when it matters.
Unlimited mailboxes
•
OAuth only (No IMAP)
•
Test dry-runs before monitoring
EmailBit Studio — AP-Invoice-Process-v4
Monitoring Live
▶︎ Dry Run Test
ap-inbox@visir.internal
Shared Exchange M365
Last webhook: 22s ago
Idempotency: Strict Keyed
Trigger
Webhook

Arriving Email

Filter:
Has PDF
Hydration:
Graph API
Understand
AI Classifier

Email Classifier

• Invoice Match
98%
• General Inquiry:
2%
Extract
Vision OCR

Extract Fields

Doc: INV-89241.pdf
Total:
$4,850.00
Vendor: Apex Supply
Logic
Strict

PO Validation

No PO →
Park
Valid PO →
Send
Decisions Queue
Webhook

Human Approval Gate

Assigned: Avery (AP Lead)
Approve
Request Submitted
Action

File & Ack Send

Move to 'Processed' + reply
Assessment: Run #8492 Success • 1.2s execution • All signals logged
Zero desktop agents

Built for teams running critical shared inboxes

Microsoft 365
Exchange Online Graph OAuth
Operational Transformation

The shared inbox is a job. EmailBit makes it a workflow.

Stop manually retyping invoice totals and triaging message chaos. Replace brittle keyword rules with deterministic, verifiable graphs.
Before

Attachments are the work

The invoice is buried in the PDF or scan. Subject-line rules miss the job completely.
Emailbit
Extract + clean produces verified numbers directly from PDFs and sheets.
Before

Brittle rules vs AI chaos

Outlook rules break constantly. Generic AI agents can't be trusted to email vendors.
Emailbit
Deterministic graphs pair AI classification with strict human checkpoints.
Before

Slack approval noise

"Can you approve this draft?" messages get buried in team chats and lost forever.
Emailbit
Dedicated Decisions queue with editable drafts and explicit exit gates.
Before

Silent routing failures

A message moves to an archive folder and nobody knows which rule triggered it.
Emailbit
Assessment records exact step path, data signals, and prompt outcomes.
Before

Admins see everything

Connecting a shared mailbox exposes sensitive communications across the tenant.
Emailbit
Private-by-default connections. Org admins are never automatically granted access.
Simple Architecture

From OAuth connection to audited execution

Everything runs at mailbox grain. No external proxies, no IMAP scraping, and zero desktop agents.
01

Connect

Sign in with Microsoft 365 or Google. Select your inbox or a shared mailbox. Explicitly choose Read, Modify, or Send scopes.
Scopes map strictly to block tools
02

Author

Drag Understand, Logic, and Action blocks onto the visual canvas. Or prompt Designer Chat in natural language to bootstrap your graph.
Dry-run test on last 50 emails
03

Monitor

Toggle monitoring on. Arriving inbound mail immediately triggers the saved graph via webhook. Duplicates are idempotently discarded.
Event-driven instant reaction
04

Review & Assess

Assessment audits signals and routing. When human gates trigger, the Decisions queue holds the draft for listed reviewers to approve.
Audit trail & safe resumption
Engineered Capabilities

Engineered for shared inbox operations

Everything you need to turn unorganized email into structured, zero-touch execution.

Connect

Sign in with Microsoft 365 or Google. Select your inbox or a shared mailbox. Explicitly choose Read, Modify, or Send scopes.
Graph versioning • Instant rollback

Understands mail and files

Classify messages with AI and fallback catch-alls. For every single attachment, run nested workflows: classify, extract fields, clean values, and summarise.
Nested attachment pipelines

Reads PDFs, Office files & photos

Native text parsing for PDF, DOCX, XLSX, and PPTX files. Sparse documents, low-res invoices, and mobile scans automatically trigger AWS Bedrock vision fallback.
Automatic vision model fallback

Hard rules and AI branches

Deterministic if/else operations on extracted numbers and cross-attachment comparisons. Pair with prompt-driven branches when contextual nuance is needed.
Deterministic + Generative pairing

Send, draft, or park

Compose manually with upstream tokens or use AI assistance. Gate sends behind mandatory review or drop unparked drafts directly into Outlook's drafts folder.
Safe drafts & unalterable gates

Private connections & ACL

Connections are strictly private to the author until explicitly shared. Org admins do not automatically see private mailboxes, runs, or mailbox messages.
Zero tenant-wide overexposure
Human-in-the-Loop Safety Gate

Automation that parks when a person should speak.

When the workflow encounters a critical exception—like a missing PO number or high-value vendor dispute—it pauses. The run parks safely, completely isolated from double-execution.

Absolute Reviewer ACL

Only people and groups explicitly listed on the block can approve. Org admins are never implied.

Editable Outgoing Drafts

Reviewers can tweak AI-generated copy and fields directly in the queue before sending.

Reviewer Privacy Masking

Mask sensitive bodies or attachments for reviewers who only require key metadata.
DP
Daniel • AP Exception Gate
Parked #4891
Reviewer: Daniel • Group: Finance Leads
Timeout: 48h
Inbound: Invoice INV-2026-901 past due date
billing@apexparts.io
INV-2026-901.pdf
•
Extracted Total: $4,850.00 USD
•
Flag: Missing Purchase Order
AI Prompted • Human Final Edit
Select exit execution:
Don't Send
Request Resubmit
Approve & Send Email
Operational Profiles

Built for the teams who live in shared inboxes

Real production scenarios running on EmailBit today.
Finance & AP
ap@company.com

Invoice & Remittance Processing

Classify incoming mail as Invoice vs Other. Run document OCR and vision fallback on attached PDFs. Extract invoice number, due date, and total balance. If a PO is missing, park in Decisions for Avery; otherwise file into Processed and send acknowledgment.
Pipeline: PDF OCR → Clean → PO Check
94% Zero-Touch
Sales Operations
offers@company.com

Inbound RFPs & Offers Triage

Sam connects the offers mailbox with Read and Draft mail permissions. The model identifies formal customer solicitations, generates an AI summary intro, and forwards prioritized proposals to account executives while archiving general inquiries.
Pipeline: Classifier → Summarize → Forward
Instant Triage
Procurement
suppliers@company.com

Supplier Verification & Compliance

Extract vendor credentials and match against master enterprise lists. Unrecognized suppliers branch to Human Decision with named exits: Approve Vendor, Reject, or Request Resubmission.
Pipeline: Data Clean → List Match → Gate
Fraud Protected
Facilities & Operations
Facilities
facilities@company.com

Maintenance Dispatch & Tagging

Jordan connects a shared facilities inbox with private-by-default access restricted to the operations group. Automated logic categorizes HVAC, plumbing, and badging requests, tagging urgency directly in Microsoft 365.
Pipeline: Multi-Classify → Tag → Assign
Auto-Organised
Common Questions

Frequently asked questions

Do you read all mail across the entire tenant?

No. Only mailboxes that you explicitly connect and authorise. Connections are private by default and completely hidden from organisation admins until deliberately shared with members or groups.

Will EmailBit send email without asking?

Only if you configure a Send Mail block without review enabled. You can always mandate a Human Decision gate with editable drafts, or use the Draft Mail block to generate unsent drafts in your client.

Can we use shared and delegated mailboxes?

Yes. On Microsoft 365, if the signed-in user has permission to open the shared address via Graph, EmailBit connects smoothly using Microsoft's shared mailbox OAuth scopes.

Can we dry-run test without altering actual messages?

Yes. The built-in Test tool pulls a real recent message from your inbox and executes the canvas in simulation mode. You can inspect extracted fields and branch decisions without moving folders or sending messages.
Ready to take back your mornings?

Connect the inbox that already runs the work.

Build the workflow once.

Start processing invoices, offers, and supplier exceptions today. Stop sorting. Start deciding.
Beta preview • Standard support hours: New Zealand business days • support@visir.ai