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PARSER GUIDES

Exporting to Email

Integrations

Send extracted data via email when documents are processed

You can send extracted data by email automatically. If the document does not need review, PARSER sends the email after processing. If it does need review, the email waits until final approval.

Where to set it up

1. Open your parser and go to Settings -> Integrations.

2. Under Available Integrations, click Email.

3. It appears under Added Integrations. Expand it to configure.

Screenshot placeholderguide-guides-integrations-exporting-to-email-01-integrations-overview-clean-docs-account.webpRequired PARSER view: Integrations with Email added and expandedFuture alt text: Integrations with Email added and expanded

How to configure

Add recipients

Enter one or more email addresses in the Recipients field, separated by commas (e.g. contact@parser.example, contact@parser.example). You can optionally add CC recipients.

Choose the format

  • JSON, XML, CSV, and XLSX are sent as file attachments.
  • Plain text is included in the email body.

You do not need to choose where the data appears. PARSER uses the correct placement for the format.

Choose what to send

Use What to send to include:

  • Document fields only
  • All fields and tables
  • One specific table
  • All fields and tables as separate attachments
  • One worksheet per table when using XLSX

Use Columns -> Customize when you only want selected fields or table columns.

Customize the subject and message

Edit the Subject and Email body if needed. You can use placeholders such as {{document_name}}, {{document_link}}, {{document_markdown_url}}, and {{document_status}}.

Save

Click Save Configuration.

When data is sent

If the document does not enter a review stage, the email is sent after processing. If a review stage applies, the email is sent only after the document completes its final approval.

Tips

  • XLSX or CSV as attachments works well when recipients need to open the data in Excel or Sheets.
  • Use Plain text when recipients should read the values directly in the message.
  • Add multiple recipients to keep your team in the loop.

Next steps

Exporting to Zoho BooksCreate Zoho Books records from extracted document dataOpen guide → Set Up ZapierConnect PARSER to Zapier and choose the Zap you want to buildOpen guide →