Are you also spending too much of your time checking or sorting your Gmail inbox, and manually extracting important information from email attachments? If the answer is yes, then this blog is definitely for you.
We are going to show you a detailed step-by-step process to automate Gmail parsing using an email parsing solution that leverages AI.
Let’s get started!
How to Parse Gmails with Klippa DocHorizon
To efficiently parse Gmail emails and its attachments, you can use Klippa DocHorizon, an AI-powered document automation platform. With the sophisticated platform, you are able to set up the entire Gmail parsing flow with a few simple steps.
Let’s see how you can automate Gmail parsing using the DocHorizon Platform.
Step 1: Sign Up
First, you need to sign up to the platform if you don’t have an account yet. Provide your details to create an account and begin.
Step 2: Configure Prompt Builder To Get The Data You Need
Before jumping into the actual document workflow and starting to automate Gmail parsing workflow, you need to configure the prompt builder. This feature allows you to extract solely the fields you need.
Depending on your use case, you can customize the data fields you want to extract. Our prompt builder offers presets for existing document types, such as invoices or bank statements, but you can also create one from scratch.
Step 3: Select Gmail as Your Input Source
Now you can start working in the flow builder. The first step here is to select the input source, which is your Gmail address. Connect your Gmail account to the platform and get started.
Here, you can either select an incoming email, an existing one, or a specific Gmail label as the input source.
Step 4: Select Prompt Builder as Your Document Capture Model
The next step is to select the document capture module, which extracts all the information contained in the Gmail body or attachment. Since we have created a specific prompt for this use case, simply select the “capture document with prompt builder” module.
Step 5: Select Data Format You Want from Gmail Parsing
By default, all data extracted in the flow is automatically converted into JSON format. You now can leave it as it is, or further convert it to another format of your choice, such as XLSX or CSV.
Step 6: Select Output Destination
Lastly, after having extracted and converted the data from your Gmail account, it’s time to export it to a destination you want. Choose from a variety of output locations, such as Excel, Google Drive, or your existing CRM or accounting applications. And there you go!
Gmail Parsing Use Cases
Automating the process of Gmail parsing can be implemented in a variety of use cases, so your business is able to benefit from the rewards of automation, regardless of your industry.
Here are just a handful of examples:
- Streamline customer acquisition, by extracting customer information from Gmail bodies and help you nurture lead generation.
- Automate e-commerce workflows with email to Google Sheets conversion. Extract & forward data from POs, invoices, or delivery documents to stay on top of your order management.
- Simplify your HRM tasks by automatically parsing incoming resumes for instant candidate pre-selection. Invest your time in applicants who match your initial criteria.
- Facilitate appointment administration by reading and scanning incoming Gmails and capturing information, such as names, email addresses, and dates, helping your business with administrative planning and organization.
Regardless of your industry, parsing Gmail emails is something that you encounter on a daily basis. And, with Klippa DocHorizon, you can automate this task and bring it to its highest potential. Let’s see some of the benefits of automating Gmail parsing with Klippa.
Automate Gmail Parsing with Klippa
With Klippa DocHorizon, you will get to experience firsthand a streamlined Gmail parsing workflow. With our IDP platform, you get to enjoy:
- Increased information accuracy: With the use of AI-powered Optical Character Recognition (OCR) technology integrated into our solution, you get up to 99% accuracy in data extraction and Gmail parsing, reducing the human error rate.
- Shortened processing times: Save precious time by automating Gmail parsing, eliminating manual efforts and long processing times.
- Automated workflow: Using our IDP platform for Gmail parsing helps you to efficiently gather crucial information from incoming emails, seamlessly handling multiple email addresses at once.
- Safe and secure document processing: Process sensitive Gmail information, be it names, financial information, or personal data, in a safe and secure manner, as our IDP platform is GDPR and ISO-compliant, and does not store any information in its servers.
- Ensure transparency in document processing, as Klippa DocHorizon is designed to detect any signs of document fraud or tampering.
- Document and language variety: Automate Gmail parsing, regardless of the document type in the attachment or the language used in the email body. Klippa DocHorizon processes a large variety of documents, such as invoices, bank statements, or contracts, in all Latin-alphabet-based languages.
Leave the manual Gmail parsing process behind and step into a more efficient rhythm with Klippa Dochorizon. Contact our experts or book a free demo down below and bring the rewards of automation to your organization!