Email-to-Workflow

Email-to-Workflow gives a flow its own inbound email address — a Mailbox — so any email sent to that address creates an approval request automatically. Administrators configure the Mailbox inside the flow builder, and can optionally attach a document processor so that invoices, receipts, and similar attachments are parsed and their values mapped onto the request's fields. This is for workspaces where requests arrive as email rather than being typed into a form. Email-to-Workflow is available on all tiers.

Who this is for: admin.

Create a flow with its own email address

When requests reach you as email — a vendor sends an invoice, a colleague forwards a bill — a Mailbox turns those messages into approval requests without anyone re-keying them into a form. You start from the new flow screen and pick email as the way requests come in.

1. Sign in as an Administrator.

2. Open the new flow screen in your workspace.

   

3. Choose the flow you want to build from the starting options — the example uses Invoice approval.

   

4. Click Continue.

   

5. Select An email as the way requests will arrive.

   

6. Click Continue.

   

7. Click Review to check the flow before creating it.

   

8. Click Create & test.

   

The flow's dedicated inbound address appears under Mailbox address.

Choose a document processor for emailed attachments

If the emails arriving at your Mailbox carry documents, a processor reads each attachment and maps the extracted values onto the request's fields, so approvers see the numbers without opening the file. You can choose one of the available Azure Document Intelligence processors — Invoice, Receipt, ID Document, Health Insurance Card, Contract, or Layout.

1. Click Test & publish.

   

2. Click Settings.

   

3. Open the Attachments tab.

   

4. Under Document processing, choose the processor that matches the documents you expect — e.g., Invoice.

   

5. Click Save.

   

You'll see the confirmation Attachment settings saved.