Receive Email via Gmail & Outlook
Infoveave Data Automation — Email
Gmail or Outlook? One workflow step covers both. Download emails automatically.
Gmail and Outlook are the two most widely used enterprise email platforms, and both can serve as automated data sources in Infoveave workflows. Whether your team receives supplier invoices in a Gmail inbox or partner reports to a shared Outlook folder, Infoveave connects via OAuth — no passwords stored, no IMAP configuration required. Filter by date range, folder name, subject regex, and attachment type, then pass the extracted email data and attachments directly to the next workflow step for parsing, transformation, and loading.
What Receive Email via Gmail & Outlook does
Connect to Gmail or Microsoft Outlook via OAuth and retrieve emails by date range, folder, subject pattern, and attachment type inside your Infoveave workflow. One activity covers both providers — no separate configuration required.
When to use Receive Email via Gmail & Outlook
- You are receiving emails into a Gmail or Outlook account and need to process them programmatically in a workflow
- Your inbox receives recurring data files — invoices, reports, CSV exports — as attachments that need automated ingestion
- You want to filter emails by date range, subject pattern (regex), and folder before processing
- You have a shared Gmail or Outlook folder dedicated to receiving workflow-triggered data deliveries
When to avoid it
- You are using a generic IMAP mail server that is not Gmail or Outlook — use Download Email instead
- You need to send emails rather than receive them — use Send Email
- You need to move processed emails to a different folder after processing — use Move Email
Where it fits in your Infoveave automation
Receive Email via Gmail & Outlook is one step inside a multi-step Infoveave workflow. Chain it with other activities — no code, no manual hand-offs.
Build this workflow visually in Infoveave Data Automation — drag, connect, and schedule with no infrastructure setup.
How teams use Receive Email via Gmail & Outlook
Real scenarios where this transformation saves hours of manual work.
Invoice Collection from Shared Outlook Folder
A finance team receives supplier invoices into a dedicated 'Invoices' subfolder in a shared Outlook mailbox. A daily workflow connects via OAuth, retrieves emails received in the past 24 hours with subjects matching '(?i)invoice', downloads the PDF attachments, and chains them to the Extract Text from PDF activity for automated AP data extraction.
Gmail-Based Report Aggregation
Regional managers send weekly exception reports to a central Gmail inbox. The workflow connects via OAuth, retrieves emails from the last 7 days filtered by 'Monthly Report' subject regex, downloads Excel attachments, and feeds them through Merge Excel Sheets and a transformation pipeline to generate a consolidated operations dashboard.
Supplier Order Confirmation Extraction
A procurement workflow monitors a shared Outlook mailbox for supplier order confirmations. The Subject Regex `(?i)Order.*Confirm` matches incoming confirmation emails, and Download Attachment collects the attached CSV files. Confirmation data is loaded into the order tracking database using Insert into Database.
See Receive Email via Gmail & Outlook in action
Input data (left) is transformed using the configuration below. The output table (right) is ready for dashboards or downstream steps.
Gmail or Outlook (select connection type in Studio)GmailConnection_1 or Outlook Shared MailboxInbox (Gmail) or Invoices (Outlook).*Monthly Report.* or (?i)invoice.*\.pdf2026-04-012026-04-11Yes / EnabledInput Data
| (connected Gmail or Outlook account — no row input required) |
Output Data
| MessageID | ReceivedDate | From | To | Subject | Attachment |
|---|---|---|---|---|---|
| abc123 | 2026-04-05T08:30:00 | [email protected] | [email protected] | Monthly Report - Apr | report_apr.pdf |
| xyz456 | 2026-04-08T14:12:00 | [email protected] | [email protected] | Invoice April | invoice_april.pdf |
Configuration
Key fields to configure in the Infoveave workflow builder. Full reference available in the documentation.
Connection (Gmail)
The registered Gmail OAuth connection. Configured in Infoveave Studio using the Gmail OAuth flow — no passwords stored. Scoped to read-only inbox access.
Connection (Outlook)
The registered Microsoft Outlook OAuth connection. Configured using the Microsoft OAuth flow for individual or shared mailboxes. Supports personal and enterprise Office 365 accounts.
Folder Name
The inbox folder to scan — for example 'Inbox', 'Invoices', or 'Finance'. For Gmail this is the label name; for Outlook this is the folder name as shown in the mailbox.
Subject Regex
A regular expression pattern to filter emails by subject line. Only emails whose subject matches the pattern are retrieved. Examples: '.*Invoice.*' for any subject containing 'Invoice', or '(?i)report' for case-insensitive match on 'report'.
From / To Received Date
Date range filter. Only emails received within this window are retrieved. When used in a scheduled daily workflow, set From Received Date to yesterday and To Received Date to today for incremental processing.
Download Attachment
When enabled, attachment files are downloaded alongside the email metadata and made available to downstream activities such as Read CSV Files, Read Excel Files, or Extract Text from PDF.
Frequently asked questions
Everything you need to know about Receive Email via Gmail & Outlook in Infoveave.
Also in Email — and what runs before & after
Transformations in the same family as Receive Email via Gmail & Outlook, often chained together in the same Infoveave workflow.
Part of Infoveave Data Automation
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Receive Email via Gmail & Outlook is one of over 80 transformation activities available inside Infoveave workflows. Chain transformations together — no code, no exports, no waiting for IT.
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