PARSER GUIDES
Route a Mixed Email Inbox
Send different document types from one mailbox to the correct parsers
Use one classifier address when a mailbox receives several document types.
Shared mailbox -> Classifier email -> Matching parser -> Extracted dataPrepare one parser per document type
Create and test one parser for each type, such as invoices, receipts, purchase orders, and bank statements.
guide-guides-route-a-mixed-email-inbox-01-live-parser-list.webpRequired PARSER view: Parser list showing separate Invoice, Receipt, Purchase Order, and Bank Statement parsersFuture alt text: Parser list showing separate Invoice, Receipt, Purchase Order, and Bank Statement parsersCreate a classifier
Open Document Classifiers, create a classifier, and add one route for each document type. Select the matching parser for every route.
guide-guides-route-a-mixed-email-inbox-02-live-classifier-settings.webpRequired PARSER view: Classifier routes connecting each document type to its parserFuture alt text: Classifier routes connecting each document type to its parserSee Document Classifiers for the complete settings.
Copy its email address
Open the classifier and copy its Email address.
guide-guides-route-a-mixed-email-inbox-03-live-classifier-routed-documents.webpRequired PARSER view: Classifier showing its Email address and copy buttonFuture alt text: Classifier showing its Email address and copy buttonForward a mixed test
Forward one email containing two or three clearly different attachments to the classifier address.
guide-guides-route-a-mixed-email-inbox-04-live-mixed-inbox-email.webpRequired PARSER view: Email composer showing invoice, receipt, and purchase-order attachments sent to the classifierFuture alt text: Email composer showing invoice, receipt, and purchase-order attachments sent to the classifierCheck the routes
Open the destination parsers and confirm that each attachment reached the correct one.
guide-guides-route-a-mixed-email-inbox-05-live-mixed-inbox-routed-documents.webpRequired PARSER view: Classifier showing documents routed to the invoice, receipt, and purchase-order parsersFuture alt text: Classifier showing documents routed to the invoice, receipt, and purchase-order parsersThe workflow is ready. Forward messages manually or use a focused Outlook rule.
If a document is not routed
Open it in the classifier, check why it did not match, and improve the relevant route before trying again.
Send Invoice Emails to Google SheetsForward invoice attachments to PARSER and add the extracted data to a spreadsheetOpen guide → Collect, Review, and Export Client DocumentsGive clients an upload link, check their documents, and export the approved dataOpen guide →