Overview
eZintegrations is an AI-powered platform designed to convert unstructured email data into clean, structured information for accounting systems, databases, and analytics tools. It helps organizations transform daily email traffic into actionable business insights with minimal manual effort.
Emails flood inboxes daily with vendor invoices, customer queries, and partner updates. Each message contains valuable data, but extracting it manually is time-consuming, error-prone, and inefficient. eZintegrations automates this process using natural language instructions and intelligent data extraction.
When to Use
Use eZintegrations when your organization relies on email-based communication for operational, financial, or customer data and needs automated processing.
- Processing vendor invoices received via email
- Extracting customer requests and order details
- Handling purchase orders and contracts
- Feeding email data into ERP, CRM, or analytics systems
- Reducing manual data entry workloads
The Problem: Emails Are a Hidden Goldmine
Emails contain critical business information such as invoice amounts, due dates, customer requirements, and contract terms. However, this information is often embedded in long text blocks or attachments, making it difficult to extract.
Manual data extraction is slow and increases the risk of human error. Traditional automation tools often require complex configurations or custom coding, which limits flexibility and adoption.
These challenges lead to delayed workflows, missed insights, and reduced operational efficiency.
eZintegrations addresses these issues with an AI-driven approach that allows users to define extraction rules in plain English. The system automatically organizes and transfers data to platforms such as QuickBooks or Oracle without requiring programming skills.
How It Works: Simple AI Magic
eZintegrations uses artificial intelligence to identify, extract, transform, and deliver structured data from incoming emails.
Step 1: Link Your Email
Connect your email service, such as Gmail or Outlook, through the eZintegrations interface. The platform retrieves emails in real time or based on a defined schedule.
Step 2: Define Extraction Instructions
Provide a short, natural language instruction describing what data to extract and how to format it. The AI analyzes email bodies, headers, and attachments.
Step 3: Generate Clean Data
Extracted information is converted into structured formats such as JSON and prepared for downstream systems.
Step 4: Automate Execution
Set it to run hourly or daily (e.g., using a cron schedule like 0 * * * *). Watch progress on live logs to stay in control.
How to Configure / How to Use
Follow these steps to configure email-to-data automation using eZintegrations.
- Connect your email account in the platform interface.
- Select the target system such as an accounting or ERP platform.
- Define data extraction instructions in plain English.
- Configure output format and field mappings.
- Set execution schedules.
- Validate output using preview and logs.
Users can review extracted data before final submission to ensure accuracy and compliance.
Real Example: Automating Purchase Order Processing for a Logistics Vendor
A logistics vendor received hundreds of purchase orders daily through email. Orders arrived in multiple formats, including email text and PDF attachments. Operations teams manually extracted PO numbers, service types, and delivery dates for entry into NetSuite.
This process caused scheduling delays and strained customer relationships.
Setup
The organization connected its Outlook account as the email source and NetSuite as the destination system using a drag-and-drop configuration.
Instruction
Extract PO number, service type, and delivery date from {%bizdata_dataset_response%}
where the email subject contains ‘Purchase Order’ or from attached PDFs.
Add a new field ‘order_status’ set to ‘Received.’
Format as a JSON array under the key ‘purchase_orders’
with fields mapped to NetSuite as ‘PO_Number,’ ‘Service_Type,’ ‘Delivery_Date,’ and ‘Order_Status.’
Action and Output
{
"purchase_orders": [
{
"PO_Number": "PO-98765",
"Service_Type": "Freight",
"Delivery_Date": "2025-11-20",
"Order_Status": "Received"
}
]
}
The AI extracted relevant data from email messages and attachments and generated structured JSON output compatible with NetSuite.
Results
| Metric | Outcome |
|---|---|
| Processing Time | Reduced from hours to minutes |
| Scheduling Delays | Reduced by 30% |
| Manual Effort | 15 hours saved per week |
The automated workflow improved service delivery and allowed staff to focus on operational optimization.
Troubleshooting
Common issues and recommended resolutions are listed below.
- Incorrect Data Extraction: Review instruction clarity and field definitions.
- Missing Emails: Verify email account connection and access permissions.
- Invalid Output Format: Validate JSON structure and mapping rules.
- Schedule Failures: Confirm cron expressions and system availability.
- Attachment Parsing Errors: Ensure supported file formats are used.
Frequently Asked Questions
What is eZintegrations?
eZintegrations is an AI-powered integration platform that converts unstructured email content into structured data for enterprise systems.
Does eZintegrations require coding?
No. Users define data extraction rules using natural language without writing custom code.
What types of emails can be processed?
The platform processes email bodies, headers, and supported attachments such as PDFs.
Can workflows run automatically?
Yes. Users can schedule workflows to run hourly, daily, or at custom intervals.
How is data quality maintained?
Users can review extracted data through logs and previews before final submission.
Notes
- Ensure clear and specific instructions for optimal extraction accuracy.
- Regularly review execution logs for performance monitoring.
- Validate output formats before deploying workflows to production.
- Use scheduling features to prevent data backlogs.
Your Edge in a Data-Driven World
eZintegrations transforms email communication into a reliable source of structured business intelligence. By using simple prompts and automated workflows, organizations can unlock insights, improve efficiency, and eliminate manual processing.
The platform is designed for industry leaders seeking scalable, accurate, and low-maintenance email-to-data automation without technical complexity.
