A tidy inbox · Advanced · 5 min

Email types: letting the app pull out the data

If invoices, orders or bookings arrive every week, teach it what they are and what to extract.

In short

In Settings > Email types you can define categories (Invoice, Order, Booking…) with the fields you care about (amount, date, number). Nukli classifies the emails and extracts those values, which you then see on the email itself.

Step by step

  1. Open email types

    Button in the icon bar, or Settings > Email types.

    1
    Where it is, inside the window.
  2. Create a type

    Name (“Invoice”), colour, and a description of which emails belong to it. The AI reads that description.

  3. Say which fields you want

    Amount, invoice number, due date, supplier. Each field can carry a hint so it gets them right.

  4. Let it detect them

    The open email has a “Detect” button: it assigns the type and fills the fields. You can correct them by hand.

    4
    Where it is, inside the window.
  5. Make it automatic

    In the rules you can use the “Assign email type” action, so new mail arrives already classified.

Tips

Common questions

Do I need to know how to program?

No. Fields are described in plain words (“total amount of the invoice”).

Not using Nukli yet?

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