Email routing
Automatically email each processed document to the people who need it, the moment it finishes processing.
Email routing
Admin+Email routing forwards each document to the people who need it as soon as Inbox Ledger finishes processing it. When a document matches a rule you set up, the matching recipients receive an email with the document's details and, if you want, the original PDF attached.
A rule fires once, on the document's "created" event, the moment processing completes. It does not re-fire when you later edit the vendor, total, or tags on that document.
What you need
The admin or owner role, plus one of the following:
- The Premium plan, which includes email routing.
- The Email Routing add-on at $15/mo on a lower plan.
Admins on a lower plan see an upgrade prompt on the page and cannot build rules until the organization upgrades or adds the Email Routing add-on. See Billing and credits and Add-ons.
Where it lives
In the dashboard sidebar, open Email Routing. The page lists your existing rules and their recent send activity.
Create a rule
A rule has three parts: the conditions that decide which documents it applies to, the recipients who get the email, and the config that shapes the subject line and content.
Open Email Routing
In the sidebar, open Email Routing and click New Rule.
Set the conditions
Choose whether the document must match all conditions or any of them, then add one or more conditions on fields like the vendor, total, or tags. See Routing conditions for the full list.
Add recipients
Enter one or more email addresses that should receive the matching documents.
Shape the email
Set the subject template, decide whether to include the document details in the body, and decide whether to attach the original PDF. See Recipients and email content.
Set the priority and save
Lower priority numbers are evaluated first. Save the rule, and make sure it is enabled.
Confirm it worked
After a matching document finishes processing, open the rule's recent send log on the Email Routing page. A successful send shows a succeeded status; a problem shows a failed status with the reason.
Related
Routing conditions
The fields and operators that decide which documents match.
Recipients and email content
Subject template, detail toggle, and PDF attachment.
Routing examples
Three ready-to-copy routing recipes.
Ready to try this?
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