💡 Why Extract Data from Emails?

From sales requests and purchase confirmations to customer questions and ticket updates, emails carry structured and semi-structured data. Automating extraction lets your team:

·        Save time on manual reading and copy-paste

·        Route emails to the right team faster

·        Feed structured data into CRMs, ERPs, and support tools

🧠 How to Extract Email Content Using UpBrains

Here’s how to turn raw emails into structured fields with UpBrains Extractor:

1️⃣ Navigate to the Extractor Panel

Go to the Extractor section in the sidebar.
Click Create Custom Extractor.

2️⃣ Set Up Your Extractor

Provide the basic details:

·        Name: e.g., “Email Extractor”

·        Document Class: “Email”

·        Instructions: Describe what to extract. Example:
“Extract sender name, email address, subject, date, and body. If the email contains structured info like product orders or customer questions, extract them too.”

3️⃣ Define Fields

Add standard fields commonly found in emails:

·        Sender Name

·        Sender Email

·        Subject

·        Date

·        Email Body (plain text or HTML)

You can also define custom fields based on the use case:

·        Product Name

·        Order ID

·        Customer Question

·        Lead Source, etc.

4️⃣ Upload or Paste a Sample

You can either:

·        Upload a .txt file of the email body

·        Or paste the email text directly into the extractor setup

5️⃣ Preview with Extract

Click Extract to see what the AI picks up.
Review the results and tweak field definitions if needed.

6️⃣ Publish and Deploy

Once you're satisfied with the results, click Publish.
Your Email Extractor is now ready to be used in any AI Agent workflow.

🔄 Use Cases for Email Extraction

Email extractors can be integrated into a variety of automation flows:

·        💼 Sales Leads: Pull contact info from inbound requests

·        🛒 Order Capture: Extract order data from purchase confirmations

·        ❓ Support Tickets: Parse customer questions into CRM tickets

·        📊 Reporting: Gather structured feedback from customer emails

✅ Benefits at a Glance

·        📥 Inbox to Action – Extract critical info instantly

·        🔍 Smart Parsing – Understand both plain text & HTML

·        🤖 Full Automation – Route, tag, and process with no human input

·        🧩 Fits Any Flow – Easily combine with UpBrains automation agents

👥 Who Needs This?

·        Customer Support Teams automating ticket creation

·        Sales Teams capturing warm leads directly from email

·        Operations Teams syncing email orders with backend systems

·        Product Teams tracking feedback or bug reports

🚀 Make Your Emails Work for You

Let your inbox power your workflows. With UpBrains AI, extracting data from emails is no longer manual or error-prone—it’s instant, accurate, and scalable.

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