Let us guess – you’re managing a business, handling multiple projects, and organizing your inbox, all at the same time. You might receive emails in various structures with attachments in different file formats, making it difficult to accurately and efficiently make sense of the data.
Using a structured application, such as Google Sheets, to organize all of the information, might seem like a perfect solution. However, manually extracting data and typing it into spreadsheets seems like an even bigger challenge.
What if we told you that you could parse emails to Google Sheets automatically? By employing Intelligent Document Processing, you too can streamline data and document management as well as enhance productivity.
In this blog, we’ll walk you through the seamless process of converting your emails into a structured Google spreadsheet using an automated solution, such as Klippa Dochorizon. Follow this easy 5-step tutorial and get to know how you can parse your email to Google Sheets. Let’s get started!
Step 1: Sign up on the Platform
Begin by signing up on the Klippa DocHorizon platform. Provide all required details, and get started.
And, if you have any data privacy-related concerns, we ensure that your information is protected and not stored in Klippa’s servers. Klippa is GDPR-compliant and ISO-certified.
Step 2: Select Your Input Source
After signing up to the platform and going to the flow builder, the next step is to select your input source. This refers to the email account from which you want to retrieve emails. Our platform supports various email providers, so you’re able to connect to any email address. Make sure you link the correct email account, which receives the data you wish to convert.
For this example, we will retrieve an email attachment to work with.
Step 3: Capture and Extract Data
With the input source set up, the platform’s AI-powered OCR technology takes over. This means that the platform automatically reads through the content of an email, as well as its attachments and instantly captures and extracts the information, converting it by default to JSON format.
To do so, make sure to select the data capture mode and add it to the workflow. The mode reads through the contents of an email meticulously and all of the relevant information is automatically captured.
Step 4: Convert Data
Once the data is captured and extracted, the next step is to convert this data into a format compatible with Google Sheets, such as XLSX. This conversion process is crucial as it ensures that all data retains its integrity and is organized in a way that’s easy to navigate and analyze within Google Sheets.
Step 5: Export to Google Sheets
The final step in this process is to export the converted data to Google spreadsheets. Klippa DocHorizon offers a range of output formats and destinations, but for this purpose, you’ll select Google Sheets as the export destination. This step involves linking your Google account with the platform and selecting the specific Google Sheets file (or creating a new one) where you want your data to be exported.
Besides the actual email content, Klippa platform can also extract and process your email attachments. From invoices and resumes to bank statements and purchase orders, you can seamlessly extract all relevant data from these documents in an instant.
Let’s take a look at the following use cases and see how the automated conversion from email to Google Sheets can help your business:
- Invoice processing: Any attached invoice can now be processed much more easily. Extract relevant data fields and verify the document, to detect any sign of invoice fraud.
- Resume parsing: Sensitive data of employees or candidates should be a top priority for employers. With resume parsing, only the important information is parsed. Additionally, personal information can be redacted or anonymized, to ensure data privacy and protection.
- Proof of income: In KYC checks, for instance, it is necessary to provide bank statements, to make sure the identity and background of a person are verified. To make sure all information is accurate, truthful, and also protected, automating the conversion of bank statements to Excel is the ideal solution.
- Purchase order processing: Using Google Sheets to keep track of your invoice and purchase order information can become hectic. In two-way matching, for instance, it is important to align all the information. Automating the extraction of purchase orders from email attachments and converting them to Google Sheets saves a great load of time.
Automate Email Conversion to Google Sheets with Klippa
Using the DocHorizon platform, you don’t have to settle for just converting emails to Google spreadsheets. Completely automate your entire document workflow to save time and reduce manual errors, smartly and efficiently. Here are some of the key benefits you can enjoy:
- Save Time in Document Processing: Klippa DocHorizon automatically extracts data from emails and documents, therefore automating data entry. By doing so, it reduces document processing times by 70%, letting you focus on truly important tasks.
- Customize Your Workflows: Tailor the extraction and conversion process to meet your specific needs, ensuring you get the most out of your data. Regardless of the use case or document type, you have complete power and authority over the workflow.
- Ensure High Accuracy: Advanced algorithms make sure that the data captured and converted is accurate, thanks to the document verification feature. Reduce document fraud in your conversion workflow and enjoy transparency in business operations.
- Comply with Data Privacy Regulations: Klippa prioritizes your data’s security, meaning all information processed through the platform is handled with the utmost care and never stored in the servers. When handling sensitive information, the data anonymization and masking features ensure personal data is protected.
Streamline your data management process and unlock new levels of productivity in your business. Contact our experts for any additional information or book a free demo down below!