Automate document processing out of 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.

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.

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.

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.

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.

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.

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.

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.

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