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 on the left, or Settings > Email types.

    1
    ‹Settings

    Email types

    Define the categories the AI uses to classify your messages automatically.

    Factura
    3 fields to extract
    Comanda
    2 fields to extract
    Add email type
    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.

    ‹Settings

    Email types

    Define the categories the AI uses to classify your messages automatically.

    ‹ Back New type
    2
    Name
    e.g. Invoice, Order, Booking…
    Description (the AI uses it as context)
    Which emails belong to this type?
    Color
    Fields to extract (keys)
    Field
    key (snake_case) Visible label text
    Hint for the AI (optional)
    Required
    Save Cancel
    Where it is, inside the window.

  3. Say which fields you want

    Amount, invoice number, due date, supplier. Each field can carry a hint so it gets them right, and a type: text, number, date…

    ‹Settings

    Email types

    Define the categories the AI uses to classify your messages automatically.

    ‹ Back New type
    Name
    e.g. Invoice, Order, Booking…
    Description (the AI uses it as context)
    Which emails belong to this type?
    Color
    3
    Fields to extract (keys)
    Field
    key (snake_case) Visible label text
    Hint for the AI (optional)
    Required
    Save Cancel
    Where it is, inside the window.

  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.

    Search emails by text or meaning…
    All Follow-ups 3
    M
    Marc Vidal 14:13 1
    Thursday’s visit Morning Júlia, confirming that Thursday…
    R
    Rosa Feliu 12:54 1
    Renovation quote Attaching the itemised breakdown…
    Wants the final quote this week
    N
    North Bank 09:20 1
    Monthly statement Your statement is now available…
    M
    Marc Vidal marc@cafeoranges.com
    Thursday’s visit
    Rosa asks for the final quote Send the quote in writing
    Marc Vidal marc@cafeoranges.com
    To: julia@estudiserra.com
    Inbox 5 ago, 14:36
    4
    Morning Júlia,
    confirming that Thursday at 10 works for us. Could you send the quote in writing beforehand?
    Thanks!
    Hide quoted text
    Suggested replies
    These aren’t sent. Pick one to tell the AI how to approach your draft.
    AConfirm you’ll be there Thursday at 10
    BAsk for the quote in writing
    Reply Reply with AI Forward Translate
    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?

Try it free: the same email you already have, with an assistant beside it.

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