When an invoice PDF arrives as an attachment
Picks up Outlook mail with a PDF attachment and runs the document through extraction.
Trigger·Invoice
Integrations · EmailConnect Outlook to Well
Capture invoices and receipts from your Outlook and Microsoft 365 mailboxes into Well. Well reads attachments through Microsoft Graph, extracts every field, and structures them in your workspace.
What Well pulls from Outlook
Outlook feeds invoice email, receipt, sender into Well as a source. The connection is read-only; disconnect at any time from your workspace settings to revoke Outlook’s access.
| From Outlook | In Well | Relation | |
|---|---|---|---|
| Invoice email | Invoice document | Extracts as | |
| Receipt | Expense | Becomes | |
| Sender | Vendor | Resolves to |
- Sync mode
- incremental polling
- Refresh
- scheduled
- Direction
- Outlook → Well
6 triggers from Outlook.
When an Outlook email with an invoice attachment is received
Well picks up any received Outlook email with a PDF attachment; forwarded headers are recovered automatically.
Trigger·InvoiceWhen an Outlook email attachment is processed by Well
Receipts, invoices, statements: any PDF attachment is read and captured into your records.
Trigger·DocumentWhen an Outlook email with a bill attachment is processed by Well
Well's AI extracts the bill from the attached PDF and matches the vendor against your existing records.
Trigger·InvoiceWhen an Outlook email arrives from a sender domain already in your vendor list
The vendor is matched against your existing company records.
Trigger·InvoiceWhen an Outlook email arrives from a sender domain not yet in your vendor list
Well prepares a new vendor record from the email and document headers for your confirmation.
Trigger·Invoice
What Well does with your Outlook connection
Connect
Connect Outlook over OAuth 2.0 (Microsoft Graph): you grant read-only mailbox access on Outlook's consent screen, so the password never reaches Well; Well holds only a scoped read token.
Sync
Well brings invoice email, receipt, and sender in from Outlook on a recurring poll that fetches only what changed since the last read. The first sync backfills history in the background and the connection stays live after.
Enrich
Well resolves each Outlook entity into invoice document, expense, and vendor, assigns categories, and links every record to an audit trail across the rest of your connected tools.
Available
Your data from Outlook lands in the workspace as invoice document, expense, and vendor you can search, chart, and automate.
Questions Outlook unlocks
Ask in plain language. Well answers from your connected Outlook connection, resolved against the rest of your stack.
Ask Well
Ask anything about your Outlook connection
Summarise this month
What needs attention?
Find unmatched records
Ask about your Outlook connection…
Connect Outlook in three steps
- 01
Authorise an Outlook mailbox through Microsoft Graph
Choose Outlook in Well's Connections panel and authorise it on Microsoft's consent screen. You grant read-only access scoped to mail and attachments, and the connection is live once you return to Well. A shared mailbox such as accounts@ or invoices@ is the natural target for a finance team.
- AuthOAuth 2.0 (Microsoft Graph)
- Scoperead-only mail + attachments
- 02
Map your entities
When a document arrives on a thread tied to a company or person you have connected, Well reads the PDF attachment over Microsoft Graph and lifts out the vendor, amounts, dates, and line items, structuring each one as a workspace record linked back to its Outlook thread.
- Mappingpreconfigured by Well
- 03
Use the data
Captured invoices and receipts are searchable in conversation, queryable by agents, and ready to push into an accounting tool when you connect one. Nothing is ever sent, replied, or deleted in Outlook; the capture runs one way, from the inbox into your workspace.
- First syncstarts as soon as connect completes
Well reads only the threads tied to the entities you have connected. New attachments are read in the background, scoped to those entities; revoke access any time from Microsoft or from Well's Connections settings. Outlook developer docs.
How Outlook stays secure with Well
Outlook authorises through Microsoft Graph with a read-only OAuth grant scoped to mail and attachments, approved on Microsoft's own consent screen so Well never handles your password. Well reads only the threads tied to the companies and people you have connected, and the grant carries no send, file, or delete permission. Revoking Well from your Microsoft account ends the access instantly.
OAuth 2.0 (Microsoft Graph)Encrypted at restGDPR compliant
Read the full privacy and security policyScopes Well requests
- granted
Read Outlook records
Endpoints the Outlook API token grants, scoped by your consent.
- granted
Resolve invoice email, receipt, and sender across your stack
Match identifiers in Outlook against the same entities your other connected tools expose, so each record carries cross-tool context.
- refused
Modify or delete Outlook records
Not granted; Outlook is read-only in Well. Write-back is opt-in per connector when a write surface exists.
- refused
Store Outlook passwords or session cookies
Authentication runs through OAuth 2.0 (Microsoft Graph) tokens we never see.
Disconnect any time from Well settings or Outlook’s admin panel.
Frequently asked questions about Outlook and Well
In Well's Connections panel, choose Outlook and authorise it through Microsoft Graph. You approve read-only access on Microsoft's consent screen, scoped to mail and attachments, and the connection is live once you return to Well. No credentials are pasted into Well, and the scope you grant on Microsoft's side is the only access Well ever holds.
Well reads the attachments on the threads tied to the companies and people you have connected and pulls the financial documents out of them. An invoice email becomes a structured invoice document, a receipt becomes an expense, and the sender resolves to the vendor it came from. Messages outside that scope are left unread; Well is looking for documents to file, not reading your correspondence.
Yes, and that is the natural fit. Point Well at a shared mailbox such as accounts@ or invoices@ over Microsoft Graph and it reads the PDF attachments that arrive there, lifting out the vendor, amounts, dates, and line items from each one. This is where Outlook differs from a personal-inbox connector: the finance team's shared receiving address becomes a structured document feed.
From each PDF Well captures the vendor, the totals and tax, the dates, and the individual line items, then files the result as a workspace record linked back to the Outlook thread it arrived on. The document is searchable in conversation and ready to push into an accounting tool once you connect one, so an emailed bill stops being a manual re-keying job.
Well reads new attachments from the connected mailbox in the background, scoped to the entities you have linked. Access stays read-only through Microsoft Graph: Well never sends, replies, files, or deletes anything in Outlook on your behalf. The connection is a one-way capture from the inbox into your workspace.
Disconnect Outlook in Well, or revoke Well's access from Microsoft's account screen, and Well stops reading the mailbox immediately. The invoices and receipts already extracted stay in your workspace as regular records, so the documents you have filed remain queryable after the mailbox connection is gone.
Pairs well with Outlook
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Ready to connect Outlook?
Connect once. Every invoice email, receipt, sender from Outlook becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.