The email integration allows you to automatically pull bills and expenses directly from your inbox without forwarding them to your Adaptive.Build email or creating them manually. Adaptive reads incoming emails, identifies bills and expenses, and creates them in your account automatically.
1. Accessing Email Integration Settings
To set up email integration:
Click your profile icon in the top right corner
Select Settings
Click Email Integration
2. Understanding Email Connection Types
You can connect two types of email accounts:
Shared Email Account - Typically used for team inboxes (e.g., an accounting inbox). The processing log for this account is visible to anyone with email permissions in Adaptive.
Individual Email Account - Your personal email. The processing log is only visible to you.
Important: Bills and expenses imported from either account type will be visible to other users in Adaptive based on your permission settings. The visibility distinction only applies to the email processing log itself.
3. Connecting Your Email
To connect an email account:
Click Connect under either the shared or individual email section
Choose your email provider: Google (Gmail) or Microsoft (Outlook)
Follow the authentication prompts to authorize Adaptive
Once connected, Adaptive begins syncing and processing emails from your inbox automatically.
4. Managing Your Connected Email
After connecting, you can manage your email integration:
Remove Email - Disconnect the email account from Adaptive
Force Sync - Manually trigger a sync (emails sync automatically, so this is typically unnecessary)
5. How Email Processing Works
When Adaptive processes your inbox:
Emails containing bills or expenses are automatically identified and imported into Adaptive
Processed emails that contain a bill or expense receive an Adaptive label in your inbox
Emails without bills or expenses are read but not imported, and do not receive the label
The Adaptive label provides a quick visual indicator of which emails have been successfully processed and imported.
6. Viewing Imported Bills and Expenses
Bills and expenses imported via email appear in their respective sections in Adaptive, ready for processing. Each imported transaction includes:
The vendor name and amount (extracted automatically)
An activity log entry showing "Created from a linked email"
The source email address
A View Email option to see the original email body and attachment
7. Using the Processing Log
The processing log shows all emails that have been synced and processed. To review processed emails:
Navigate to Email Integration in Settings
View the list of processed emails with their status
Click on any email to view its contents
Click Associated Transactions to navigate directly to any bills or expenses created from that email