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Email Integration

Your inbox knows more about your SaaS stack than you think. Connect it and your agent starts extracting vendor data immediately.

Why Connect Email?

Automatic Discovery

Find vendors from invoices, receipts, and renewal notices

Pricing Extraction

Automatically extract pricing and contract terms

Renewal Tracking

Get alerts for upcoming renewals and contract changes

AI Classification

Smart categorization of vendor communications

Connection Methods

Connect Gmail or Outlook directly via OAuth for automatic email processing. Pros:
  • ✅ Fastest setup (2 minutes)
  • ✅ Automatic historical scan (6 months)
  • ✅ Real-time processing of new emails
  • ✅ No manual configuration needed
Cons:
  • ❌ Requires granting read access to email
  • ❌ Processes all vendor emails (not selective)

Connect Gmail

Step-by-step Gmail setup guide

Connect Outlook

Step-by-step Outlook setup guide

Email Forwarding

Forward specific vendor emails to your unique Porcia address. Pros:
  • ✅ Full control over what Porcia sees
  • ✅ No OAuth permissions needed
  • ✅ Works with any email provider
Cons:
  • ❌ Manual filter setup required
  • ❌ No historical email processing
  • ❌ Only processes forwarded emails

Set Up Forwarding

Email forwarding setup guide

What We Process

Emails We Analyze

  • ✅ Invoices and receipts
  • ✅ Renewal notices
  • ✅ Contract updates
  • ✅ Pricing changes
  • ✅ Product announcements from vendors
  • ✅ License confirmations

Emails We Ignore

  • ❌ Personal emails
  • ❌ Internal company emails
  • ❌ Non-vendor communications
  • ❌ Spam and promotional content (unless from known vendors)
We only process emails from known SaaS vendor domains. Personal emails are never read, stored, or processed.

How Email Processing Works

1

Email arrives

New email received via OAuth sync or forwarding
2

AI classification

Our AI determines if it’s a vendor email and categorizes it (invoice, renewal, update, marketing)
3

Data extraction

Extract vendor name, pricing, dates, license counts, and other structured data
4

Vendor matching

Match to our global vendor database using domain, name, and aliases
5

Dashboard update

Information appears in your Porcia dashboard
6

Email content processing

Raw email content is stored encrypted for processing and automatically deleted after 90 days. Only structured metadata (vendor name, pricing, dates) is retained permanently for your dashboard.

Email Categories

Porcia automatically categorizes vendor emails into three types:

Actionable

Emails requiring your attention or response:
  • Renewal notices
  • Invoices and payment requests
  • Contract changes
  • License expiration warnings

Updates

Informational emails about the product:
  • Feature announcements
  • Product updates
  • Maintenance notifications
  • Security updates

Marketing

Promotional content:
  • Sales emails
  • Webinar invitations
  • Case studies
  • Newsletters
You can customize which email categories trigger notifications in Settings → Notifications.

Privacy & Security

What We Store

  • ✅ Vendor name and domain
  • ✅ Email subject and date
  • ✅ Extracted pricing and contract data
  • ✅ Email category (actionable, update, marketing)

What We DON’T Store Long-term

  • ❌ Full email content (stored encrypted for 90 days, then automatically deleted)
  • ❌ Email attachments (processed but not stored long-term)
  • ❌ Personal emails (never processed)
  • ❌ Email credentials (stored securely with encryption at rest)

Security Measures

  • Encryption - All data encrypted at rest (AES-256) and in transit (TLS 1.3)
  • OAuth Tokens - Stored securely with encryption at rest
  • Access Control - Only authorized Porcia services can access email data
  • Audit Logs - Complete audit trail of all email processing

Contact Support

Questions about how we protect your data? Contact us

Disconnecting Email

You can disconnect your email integration anytime:
  1. Go to Settings → Integrations → Email
  2. Click Disconnect next to your connected email
  3. Confirm disconnection
Disconnecting email will stop new vendor discovery from email. Historical data will be preserved unless you choose to delete it.

Next Steps