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Integrations

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.
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Affinda + Gmail

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.

Automate importing and extracting your document data from your Gmail inbox

Automate data integration with 99%+ accuracy

Extract data from any document, in any format or layout, with more than 99% accuracy. Unstructured data? Complex tables? Multiple languages? No problem. Our AI data integration eliminates errors and costly rework.

See ROI in weeks, not months

Start processing Gmail attachments in minutes with simple setup and usage-based pricing. Our AI agents learn from just a handful of example documents, delivering measurable ROI within weeks.

AI that instantly learns and adapts

Affinda's intelligent document processing platform is the only one with instant learning. It improves with every interaction, adapting to your data in real time to make faster, smarter, human-like decisions.

Easy integration, zero disruption

Affinda connects directly to Gmail and your existing systems. No ripping out systems, no change-management headaches. Integrate it easily - with code or without.

Configure, customize and maintain control

Build your own Gmail document processing workflow with the Affinda Platform, or work with our team for setup and ongoing support. You maintain complete control, update configurations anytime and scale as your needs grow - without depending on us.

Enterprise-grade security

Email attachments often contain your most sensitive business data. Affinda is ISO 27001:2022 certified, and SOC 2 and GDPR compliant - delivering enterprise-grade security and peace of mind as we process documents from your Gmail inbox.

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
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  • Resumes and CVs
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  • Contracts and agreements
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  • 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
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  • Email forwarding (manual or automatic rules)
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  • 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

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