The Synced Inbox Automator is a powerful feature that allows you to connect your Gmail or Outlook email address (e.g., [email protected]) directly to Synced. As soon as an email is received, our AI scans the content to determine if it relates to an expense. If it does, the document is automatically submitted for processing. These documents will appear in your Synced Inbox within seconds of the email being received, streamlining your expense management workflow.

While the Synced Inbox Automator works with any email account, it is particularly effective for businesses that use a dedicated finance or accounts payable email address. By connecting these specific email accounts, you can significantly reduce the risk of irrelevant expenses being incorrectly submitted for processing. This ensures that only pertinent expense documents are captured and processed, enhancing the efficiency of your financial operations.

- Supported Email Clients: Currently, the Synced Inbox Automator supports Gmail and Outlook/Office365 accounts.

- Document Limits: Documents submitted via this method will count toward your document limit, so it is important to connect only those email accounts that consistently receive relevant expense-related emails.

Follow these simple steps to connect your email account and start automating your expense submissions:

1. Access Account Settings: Log in to your Synced account, navigate to the account settings page, and select the Integrations tab. You can go directly to this page using the following link: Synced Integrations.

2. Connect Your Email: Under the Integrations tab, click the 'Connect' button corresponding to your email client—either Outlook or Gmail.

3. Authenticate Your Account: Follow the on-screen instructions to provide the necessary authentication, allowing Synced to scan any new emails you receive.

4. Complete Setup: Once the authentication process is complete, you will be redirected back to the settings page. That's it! From now on, any newly received emails will be scanned, and if they are related to a business expense, they will be automatically submitted for processing.

By integrating your email with the Synced Inbox Automator, you can save valuable time and reduce the risk of manual errors in expense processing.