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Document Intelligence is in beta and enabled per account. If you don’t see Dokumente in the sidebar, it isn’t switched on for your workspace yet — reach out to enable it.
Dokumente turns invoice-like attachments arriving in your mailboxes into structured records automatically: no manual data entry, no forwarding to accounting software just to read a number off a PDF.

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What it extracts

When a categorizer runs document extraction on an incoming attachment (PDF or image — scanned or phone-photographed), InboxMate:
  1. OCRs it via Azure Document Intelligence
  2. Classifies the document type: Rechnung, Beleg, Auftragsbestätigung, Lieferschein, Angebot, Gutschrift, or Sonstiges
  3. Structures the key fields out of the OCR text — sender company/name, VAT ID, invoice number, PO number, gross amount, currency, document date, due date, IBAN — each with a confidence score
The same file is only ever processed once per account: if the identical attachment arrives again, InboxMate reuses the stored result instead of re-running OCR and re-billing for it.

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Saving to Dokumente

Extraction and filing are two separate categorizer actions you configure on a category:
  • Extract document (extract_document) — OCRs and structures the attachment so its fields can enrich a downstream action, like a reply draft or a support ticket. It doesn’t file anything into the Dokumente collection by itself.
  • In Dokumente speichern (save_to_page) — files the thread’s attachment into the Dokumente collection. By default it extracts first (so the row has structured fields); if extraction hasn’t run, it can also file the attachment as-is.

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The Dokumente page

Filter the list by Postfach (when you have more than one mailbox), Dokumententyp, Status, free-text search on filename or invoice number, and a Nur abgelegte checkbox to show only documents explicitly saved to the page. Each row shows the filename (and invoice number, if found), type, sender, amount, date, and status: Click a row to open the detail view: a preview of the original PDF/image next to the editable fields, each showing its extraction confidence. Fix anything that’s wrong and click Korrektur speichern, or click Bestätigen to mark the extraction as verified without changes.

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EU-only data and Document Intelligence

If your workspace has Datenschutz & Verarbeitungsstandort → Nur EU-Rechenzentren enabled, document extraction stays paused until we’ve explicitly confirmed the OCR service itself runs in an EU region — separate from (and in addition to) the EU routing already in place for AI models. Until that confirmation, EU-only accounts won’t get extraction results even with the beta enabled; the LLM structuring step is EU-routed the same way as everywhere else in InboxMate, but the OCR step needs its own explicit sign-off. If you’re on EU-only routing and want Document Intelligence, let us know and we’ll confirm the OCR region for your account before turning it on.