Automate document processing out of Gmail
Automate exporting data from your documents out of Gmail by integrating the Affinda Platform with your Gmail account. Achieve straight-through processing by eliminating manual document ingestion for good.
Extract data from the documents you receive in Gmail
Invoices
Automatically capture invoice data from Gmail attachments and export supplier details, line items, totals and dates directly into your accounting or ERP system.
Resumes and CVs
Extract candidate data from resume attachments in Gmail and send names, contact details, skills and experience directly to your ATS or HR system for faster screening and better hiring decisions.
Contracts and agreements
Capture contract data from email attachments and route party details, dates and contract values directly to your contract management system for better visibility and reduced risk.
Support requests
Extract issue details and attachments from support emails and create tickets automatically in your helpdesk system for faster resolution and better customer service.
How to automate document processing from your Gmail inbox
Affinda retrieves your documents from Gmail and processes them in the background, extracting the data automatically.Automatically send your documents to Affinda
Use our Gmail integration to automatically send attachments to Affinda as you receive them.AI agents extract and validate key data fields
Affinda's AI agents extract and transform your data with superior accuracy, thanks to advanced contextual understanding and machine validation.See your data appear in your downstream system
Affinda sends your data straight to your downstream system, automatically populating all the extracted data fields.Extract any information from any document, fast
Create models in seconds
Upload a claims document and the Affinda Platform will predict the fields you need – like claimant details, policy number, incident date, totals and line items – so you can automate claims document processing in just a few clicks.
Validate and transform data
The platform checks extracted claims data against your business rules and transforms it into a format your claims management system expects. That way, it’s ready for workflows like coverage checks, reserving, routing and settlement.
Apply your business logic
Use natural language to write validation rules that match your claims workflows, for example: flag missing fields; check policy numbers match correct formats; validate that document dates are within ranges; check financial consistency, such as line items summing correctly to totals.Pathway 1: Use the Agent
Create integrations fast, even if you’re not a developer. Choose from 2800+ business systems and describe how you want your claims document processing workflow to connect, using natural language. The Agent will generate the code to make it happen.Pathway 2: Write your own code
Easily connect Affinda Platform to your claims stack using our client libraries and APIs. Automatically generate type-safe Pydantic models or TypeScript interfaces tailored to your claims documents, so extracted fields map cleanly into your workflows.
No need to talk to sales. Get started now
Sign up for free
Sign up and configure your custom extraction model.Set up your integration
The Agent works like your own developer - describe how you want data exported, and it builds the integration for you.Start processing
Send your files to Affinda and watch as the data automatically populates into your downstream system.Automating their document processes with AI
Combine the best of artificial and human intelligence
Frequently asked questions
Does Affinda integrate with Gmail?
Yes. Affinda's integration with Gmail connects directly to your inbox to automatically process document attachments. It monitors incoming emails, extracts and validates data from invoices, resumes, contracts and support requests, then routes that data straight to your accounting, HR or helpdesk systems. With Affinda, you can eliminate manual downloads and data entry, speed up processing and maintain complete control over your document workflows with a single, connected system.
How does the Affinda-Gmail integration work?
Affinda monitors your Gmail inbox and automatically processes document attachments as they arrive. When an email contains a PDF, image or other document file, Affinda's AI agents extract structured data such as supplier names, invoice numbers, line items, candidate details, contract terms or support ticket information - depending on the document type.
Once extracted and validated, this data is routed to your connected systems. Invoices and purchase orders flow to your accounting or ERP platform. Resumes go directly to your ATS or HR system. Contracts move to your document management system, and support requests create tickets in your helpdesk - all without manual intervention.
You control exactly how documents are processed by setting validation rules and routing logic in plain language. Auto-approve invoices from trusted suppliers, flag contracts above a certain value for review or route urgent support requests to priority queues. Affinda adapts to your workflow, not the other way around.
What types of documents can Affinda process from my Gmail?
Affinda processes any document type that arrives as a Gmail attachment, including:
- Invoices, purchase orders and receipts
- Resumes and CVs
- Contracts and agreements
- Support requests and issue reports
Our AI handles both digital files and scanned documents in any format - PDFs, images or text files. With advanced OCR and contextual understanding, Affinda achieves over 99% accuracy across any document layout or structure.
Do I need to manually upload files to Affinda from my Gmail?
No. Once you connect Affinda to your Gmail account, document processing happens automatically in the background. Affinda monitors your inbox and processes attachments as they arrive - no manual uploads required. You can also send documents to Affinda through:
- Direct upload to your Affinda workspace
- Email forwarding (manual or automatic rules)
- API integration or cloud storage connection
Once Affinda receives a document, data is extracted, validated and routed to your connected systems - whether that's accounting software, ATS platforms or helpdesk tools.
Can I define my own validation and business rules?
Yes. Affinda lets you set custom validation and business rules in plain language before data reaches your connected systems.
For example, you can configure rules to:
- Auto-approve invoices from trusted suppliers or flag amounts above your threshold
- Reject duplicate support requests or route urgent issues to priority queues
- Verify contract values match expected ranges or require review for specific terms
These checks ensure your automated workflows stay reliable, compliant and aligned with your organization's standards.
Can Affinda handle bulk invoice uploads from Gmail?
Yes. Affinda handles bulk document processing with ease. Whether you're processing a handful of invoices each month or thousands of attachments daily, the platform scales automatically to match your volume - with the same accuracy and straight-through automation.
This makes it particularly valuable for finance teams, bookkeepers and accounting departments managing high volumes of supplier documents from Gmail.
How fast can I get started with the Gmail integration?
You can be up and running in minutes. Affinda's Gmail integration lets you:
- Connect your Gmail account securely via OAuth
- Configure which attachments to monitor and process automatically
- Map extracted data fields to your connected systems (accounting, ATS or helpdesk platforms)
- Start processing documents immediately
For teams needing deeper customization, Affinda also offers API access and flexible workflow configuration to match your exact requirements.
Is my financial data secure when using Affinda with Gmail?
Absolutely. Affinda follows security standards including ISO 27001:2022, SOC 2 and GDPR for security and compliance. Data is encrypted in transit and at rest, with strict role-based access controls and full audit logging. You can also select region-specific data storage to meet your organization's compliance and data residency requirements.
What are the main benefits of integrating Affinda with Gmail?
By integrating Affinda with Gmail, you can:
- Eliminate manual downloads and data entry from email attachments
- Speed up accounts payable, candidate screening and support ticket resolution
- Achieve 99%+ accuracy with automated data extraction and validation
- Route document data automatically to accounting, ATS and helpdesk systems
- Gain complete visibility over attachment processing and data quality