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Synced Gmail Extension

Submit Documents From Within Gmail

Sam Will avatar
Written by Sam Will
Updated over a month ago

Submit Email Attachments

Synced for Gmail makes submitting email attachments a piece of cake. Ensure the Synced side panel is visible and you have logged into your account and follow the steps below:

  1. From your main inbox page click into any individual email

  2. The Synced extension will update the interface to list the email attachments related to the email you have clicked into

  3. On the right have side there will be a button to submit the attachment to 'Process'. When clicked this will submit the document for data extraction

  4. Once complete, simply click on the record in order to see the extracted data and publish a bill record to your integrated accounting platform

Submit Email Body

Sometimes a supplier will simply send you a copy of an invoice or purchase receipt in the body of an email (eg Uber receipts). Synced has you covered in these instances as well:

  1. Simply click into the relevant email and select 'Extract Email Body'

  2. The body of the invoice will be analysed with data extracted like it was any other PDF attachment. Once processed it will list in your Synced inbox along with any other expenses you've submitted.

It's no secret that our email inboxes often dominate our workdays. With the Synced Gmail extension, you can effortlessly submit email attachments such as bills and receipts for processing by Synced—right from your Gmail interface.

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