Inbox Automator

Connect Gmail or Outlook to Synced so incoming expense emails are automatically submitted for processing.

Updated

What is the Synced Inbox Automator?

The Synced Inbox Automator enables connection of Gmail or Outlook email addresses directly to Synced. Upon receipt, artificial intelligence examines message contents to identify expense-related documents, which are then automatically submitted for processing and appear in your inbox within seconds.

Best Use Cases

This feature works optimally when connected to dedicated finance or accounts payable email addresses. This approach reduces the likelihood of irrelevant expenses being incorrectly processed, ensuring only pertinent documents are captured and handled, thereby improving financial operation efficiency.

Limitations & Considerations

Supported Email Clients: The system currently supports Gmail and Outlook/Office365 accounts only.

Document Limits: Submissions via this method count toward your document limit, making it important to connect only email accounts that consistently receive relevant expense communications.

How to Set Up the Synced Inbox Automator

  1. Access Account Settings: Log into your Synced account, navigate to account settings, and select the Integrations tab.

  2. Connect Your Email: Under Integrations, click 'Connect' for your preferred email client - Outlook or Gmail.

  3. Authenticate Your Account: Follow on-screen prompts to provide necessary authentication, allowing Synced to scan incoming emails.

  4. Complete Setup: After authentication completes, you'll return to the settings page. Subsequently, newly received emails are scanned, and expense-related messages are automatically submitted for processing.

This integration saves time and minimises manual error risks in expense handling.