> ## Documentation Index
> Fetch the complete documentation index at: https://docs.porcia.org/llms.txt
> Use this file to discover all available pages before exploring further.
# Email Integration
> Your agent reads vendor emails to extract spend, renewals, and contract data — automatically.
# 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?
Find vendors from invoices, receipts, and renewal notices
Automatically extract pricing and contract terms
Get alerts for upcoming renewals and contract changes
Smart categorization of vendor communications
## Connection Methods
### OAuth Connection (Recommended)
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)
Step-by-step Gmail setup guide
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
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
```mermaid theme={null}
graph LR
A[Email Received] --> B[AI Classifier]
B --> C{Vendor Email?}
C -->|Yes| D[Extract Data]
C -->|No| E[Ignore]
D --> F[Match Vendor]
F --> G[Update Dashboard]
E --> H[Delete]
```
New email received via OAuth sync or forwarding
Our AI determines if it's a vendor email and categorizes it (invoice, renewal, update, marketing)
Extract vendor name, pricing, dates, license counts, and other structured data
Match to our global vendor database using domain, name, and aliases
Information appears in your Porcia dashboard
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
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
Set up Gmail integration
Set up Outlook integration
Set up email forwarding
Fix email sync issues