Gmail integration

Getbeel connects to your email accounts to find and extract invoices automatically. Four connection methods are supported: Gmail, Outlook, IMAP, and Email Forwarding.

Email Connections

Go to Settings > Email Connections to add and manage your email providers. Connect as many accounts as needed per workspace — billing@, finance@, accounts@. Each connection is managed independently.

Gmail (OAuth)

1. Click Connect Gmail
2. Authorize read-only access via Google OAuth
3. Connection is ready for scanning

No passwords stored. You can revoke access from Google at any time.

Outlook (OAuth)

1. Click Connect Outlook
2. Sign in with your Microsoft account and authorize access
3. Connection is ready for scanning

Works with Outlook.com and Microsoft 365 accounts. Permissions can be revoked from your Microsoft account settings.

IMAP (Manual Configuration)

1. Click Connect IMAP
2. Enter your server address, port, username, and password
3. Getbeel validates the connection and begins scanning

Use IMAP for any email provider that supports it — Yahoo, Zoho, FastMail, self-hosted mail servers, and others.

Email Forwarding

1. Click Set Up Forwarding
2. Getbeel generates a unique forwarding address for your workspace (e.g., workspace-abc@ingest.getbeel.com)
3. Add this address as a forwarding rule in your email client
4. Forwarded emails are processed automatically on arrival

This is an add-on method — useful when OAuth or IMAP access is not available, or when you only want to forward specific emails.

Managing Connections

Each connection displays:

• Status — Active/inactive toggle to pause or resume scanning
• Provider badge — Gmail, Outlook, IMAP, or Forwarding
• Email address — The connected account
• Last checked — Timestamp of the most recent scan
• Message count — Total emails processed
• Folders scanned — Which mailbox folders are included
• Delete button — Remove the connection entirely

Previously extracted invoices remain in your workspace after disconnecting.

Scan Settings

Configure scanning behavior per connection:

• Auto-scan schedule — Toggle daily automatic scanning ON or OFF
• Scan frequency — Choose how often Getbeel checks for new emails (e.g., every 24 hours)
• Email filters — Include or exclude specific senders to focus on invoice-related emails and skip newsletters or personal messages

Manual Scanning

Trigger a scan for any date range from the Dashboard > Scan Now. Choose a preset (last 7 or 30 days) or pick custom dates.

Each scan shows real-time progress: emails found, invoices extracted, items skipped, and any errors.

Scan History

View all past scans in Settings > Email Connections. The scan history table includes:

Expand any scan to view per-email outcomes:

• invoice_created — Invoice successfully extracted and added to your workspace
• missing_document — Email referenced an invoice but no readable attachment was found
• duplicate — Invoice already exists in your workspace
• not_invoice — Email content was not an invoice (e.g., newsletter, notification)
• no_content — Email or attachment had no extractable content
• no_credits — Scan skipped because the workspace has no remaining credits
• error — An unexpected error occurred during processing