How Docutee Works
From connection to organization in four simple steps
Connect Your Email
Securely connect your email accounts using OAuth for Gmail and Outlook, or IMAP credentials for other providers. Your login information is encrypted and never stored in plain text.
Gmail Integration
OAuth 2.0 Secure
AI Scans Emails
Our AI continuously monitors your inbox for new emails with attachments. It identifies important documents like invoices, contracts, receipts, and statements automatically.
Extract & Analyze
Advanced AI extracts key information from your documents: amounts, dates, parties involved, and more. All data is structured and searchable.
Extracted Data
Organize & Access
Documents are automatically filed into projects based on your rules. Access them anytime from any device. Export data in various formats for accounting or reporting.
Security & Privacy First
End-to-End Encryption
All data is encrypted in transit and at rest using industry-standard encryption
Security-First Architecture
Built with defense-in-depth approach and continuous security monitoring
Data Retention Control
You control how long your data is stored and can delete it anytime
Frequently Asked Questions
How quickly are new emails processed?
New emails are typically processed within seconds of arrival. Our system continuously monitors your inbox for new messages.
Can I process existing emails in my inbox?
Yes! When you first connect your account, you can choose to process existing emails going back up to 6 months.
What file types are supported?
We support PDF, DOC, DOCX, XLS, XLSX, PNG, JPG, and many other common document and image formats.
Can I customize the organization rules?
Absolutely! You can create custom rules based on sender, subject, content type, and extracted data to automatically organize documents into your projects.