# Email Inbox

The Email Inbox is your dedicated address for forwarding receipts, invoices, and bank statements. Forward an email and BasedInbox automatically extracts the transaction details.

# How It Works

1. Get your unique inbox address — Each workspace has a dedicated email address like [email protected]
2. Forward receipts — Forward any email with receipt attachments to your inbox address
3. Auto-extraction — Our AI detects attachments and extracts transaction data
4. Review and confirm — Check the extracted data and confirm to create transactions

# Setting Up Your Inbox

# Finding Your Inbox Address

1. Go to Inbox in the sidebar
2. Your unique address is displayed at the top
3. Click to copy or add to your contacts

# Creating Additional Addresses

You can create multiple inbox addresses for different purposes:

1. Go to Settings > Inbox
2. Click Add Address
3. Choose a label (e.g., "Business Receipts", "Personal")
4. Each address can have different auto-extract settings

# Email Processing

# Supported Attachments

Format	Types
PDF	Receipts, invoices, bank statements
Images	JPG, PNG, HEIC photos of receipts
Documents	Excel bank exports

# Processing Flow

When an email arrives:

1. Email received — Appears in your Inbox with "unread" status
2. Attachments detected — Files are identified and categorized
3. Triage — Quick AI analysis determines document type and relevance
4. Extraction — Full data extraction from relevant attachments
5. Review ready — Transactions appear in your Review queue

# Inbox Features

# Smart Triage

Before full extraction, our AI performs a quick triage:

• Document type — Receipt, invoice, statement, or other
• Relevance score — How likely it contains financial data
• Recommendation — Auto-extract, ask user, or skip

This saves processing credits on irrelevant emails like newsletters.

# Extraction Rules

Set up rules to automate processing:

1. Go to Settings > Inbox > Rules
2. Create rules based on:
   • Sender — Exact email or domain match
   • Subject — Contains keywords or regex patterns
   • Attachment type — PDF only, images only, etc.
3. Set the action:
   • Always extract — Auto-process without asking
   • Never extract — Skip these emails
   • Ask — Prompt for each email

# Labels

Organize your inbox with labels:

• Create custom labels for different expense types
• Apply labels manually or via rules
• Filter inbox view by label

# Working with Emails

# Email Actions

For each email, you can:

• Extract — Process attachments for transaction data
• Archive — Move to archive without extracting
• Delete — Permanently remove
• View original — See the full email content

# Attachment Actions

For individual attachments:

• Preview — View the document inline
• Extract — Process just this attachment
• Download — Save the original file
• Skip — Ignore this attachment

# Batch Operations

Select multiple emails to:

• Extract all attachments
• Archive selected
• Apply labels
• Delete

# AI Summary

Each email gets an AI-generated summary:

• One-liner — Quick description of the email
• Action required — Yes/No indicator
• Priority — High, medium, or low
• Detected items — Vendor, amount, date (if found)

This helps you quickly identify important emails without opening each one.

# Best Practices

# Forwarding Tips

• Forward immediately — Don't let receipts pile up
• Keep original subject — Helps with search and rules
• One receipt per email — Easier to organize and track

# Organization

• Use labels — Separate personal vs business
• Set up rules — Automate recurring senders
• Archive regularly — Keep inbox clean

# Auto-Extract Settings

For high-volume inboxes:

1. Enable auto-extract for trusted senders
2. Use "Ask" mode for unknown senders
3. Set up "Never extract" for newsletters

# Troubleshooting

# Email Not Appearing

• Check spam folder of your original email
• Verify you forwarded to the correct address
• Allow up to 30 seconds for processing

# Extraction Failed

• Ensure attachment is a supported format
• Check if the document is readable (not blurry)
• Try downloading and re-uploading manually

# Duplicate Transactions

• Check if the same receipt was forwarded twice
• Review the document source in transaction details
• Use the Review page to merge or delete duplicates

# Limits

Plan	Monthly Emails	Auto-Extract
Starter	100	Manual
Pro	500	Enabled
Plus	Unlimited	Enabled

# Next Steps

• Upload Documents — Manual upload option
• Review & Edit — Process extracted data
• Settings — Configure inbox preferences