Automate document processing out of Outlook
Automate ingesting documents from and exporting data to your Outlook inbox by integrating the Affinda Platform with your Outlook account. Achieve straight-through processing by eliminating manual data entry for good.
Get data from the documents in your Outlook inbox and export to your email workflows
Invoices
Automatically capture invoice data from Outlook email attachments and export directly to your ERP or accounting system - eliminating manual downloads and speeding up accounts payable.
Resumes and CVs
Extract candidate data from resume attachments in Outlook and push it directly to your ATS or HR system - accelerating screening and improving data quality across your hiring workflow.
Contracts and agreements
Pull contract data from email attachments and route it directly to your contract management system - improving visibility, strengthening compliance and reducing risk across your legal workflow.
Support requests
Extract customer issues and attachments from support emails and create tickets automatically in your helpdesk system - speeding up response times and improving service quality across your support operations.
How to automate document processing out of Outlook
Affinda processes the documents from your Outlook inbox in the background and sends data straight to your email workflows or downstream systems.Automatically send your documents to Affinda
Use our Outlook 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.Send your data to your email workflows or downstream systems
Affinda automatically exports extracted field data to Outlook (for email workflows) or to downstream systems, populating the corresponding 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 Outlook?
Yes. Affinda's integration with Outlook monitors your inbox for document attachments and automatically extracts, validates and syncs data straight into your connected systems. It processes invoices, resumes, contracts and support requests as they arrive - capturing key information and routing it to your ERP, ATS, contract management or helpdesk platforms.With Affinda, you can eliminate manual downloads, accelerate processing times and reduce errors across your document workflows by connecting Outlook directly to the systems that matter most.
How does the Affinda-Outlook integration work?
Affinda monitors your Outlook inbox for incoming document attachments and automatically processes them as they arrive. When an invoice, resume, contract or purchase order lands in your inbox, Affinda's AI agents instantly extract structured data such as supplier details, candidate information, contract terms or line items.
Once extracted and validated, this data is automatically pushed to your connected systems - whether that's back to your email workflows, ERP, ATS, contract management platform or helpdesk software - ready for immediate use.
You can also set custom validation rules in plain language, configure auto-routing based on document type or sender, or flag exceptions for manual review when needed.
What types of documents can Affinda process and send to Outlook?
Affinda processes any document type that arrives in your Outlook inbox, including:
- Invoices and purchase orders
- Resumes and CVs
- Contracts and agreements
- Support requests and issue reports
- Receipts and expense claims
Whether your documents arrive as PDFs, images or scanned files, Affinda handles them all with more than 99% accuracy - extracting structured data and routing it to your connected systems automatically.
Do I need to manually upload files to Outlook?
No. Affinda monitors your Outlook inbox automatically - no manual uploads required. Documents that arrive as email attachments are processed in the background as soon as they land. You can also send documents to Affinda in other ways:
- Upload files directly to your Affinda workspace
- Forward emails manually or set up automatic forwarding rules
- Connect via API or integrate with cloud storage platforms
Once received, Affinda extracts and validates your data, then routes it to your connected systems - whether that's your ERP, ATS or helpdesk platform.
Can I define my own validation and business rules?
Yes. Affinda lets you set custom validation rules and business logic using plain language - no coding required.
For example, you can:
- Flag duplicate invoices before they reach your accounting system
- Verify that contract dates and values meet your approval thresholds
- Check candidate experience levels against job requirements
- Route support requests based on urgency or customer tier
These rules ensure your data is accurate, compliant and ready for action before it flows into your connected systems.
Can Affinda handle bulk invoice uploads for Outlook?
Yes. Affinda handles bulk document processing at any scale. Whether you're processing a handful of invoices each week or thousands daily, Affinda's platform supports high-volume automation and batch uploads seamlessly.
This makes it ideal for finance teams, accounts payable departments and enterprise operations managing large volumes of supplier documents through Outlook - delivering consistent accuracy and speed regardless of volume.
How fast can I get started with the Outlook integration?
You can start processing documents in minutes. Affinda's Outlook integration lets you:
- Connect Affinda to monitor your inbox or set up email forwarding
- Configure which document types to process automatically
- Start extracting and routing data to your connected systems right away
For teams needing deeper integration, Affinda also offers API access and custom workflows to fit your specific requirements.
Is my financial data secure when using Affinda with Outlook?
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 Outlook?
By integrating Affinda with Outlook, you can:
- Remove manual data entry and eliminate costly processing errors
- Speed up accounts payable, candidate screening and support response times
- Process invoices, resumes, contracts and support requests automatically as they arrive
- Route validated data directly to your ERP, ATS, contract management or helpdesk systems
- Gain real-time visibility into document status and data quality across all workflows