Auto-forwarding in Receiptor AI means automatically sending documents by email to a recipient using an Automation Rule. It is not a special email address you forward messages to — it is an automated action that fires when a document is processed. Here’s how to set it up.
Before you can send emails via an automation, you need to grant Receiptor AI permission to send on behalf of that inbox. This is a separate, optional permission from the read-only access used to scan for documents.
Go to Sources → Email Accounts.
Find the inbox you want to send from and click Settings.
Open the Permissions tab.
Click Authorise email sending.
Complete the OAuth flow in the pop-up window.
Once authorised, a “Sending enabled” indicator appears next to that inbox.
Go to Automations and click New Rule.
Set the Trigger to Document is created.
(Optional) Add Conditions to narrow which documents trigger the rule. For example: Vendor equals a specific supplier name, Document type is Invoice, Amount is greater than a threshold, or leave conditions empty if you want every new document forwarded.
Set the Action to Send Email.
Enter the recipient email address. To send to multiple recipients, add each address separately.
Save and enable the rule.
From this point on, every new document that matches your conditions is automatically emailed to your chosen recipients.
The email is sent from the inbox you authorised in Step 1.
You can have multiple Send Email automation rules running simultaneously, each targeting different recipients or document types.
The email sending permission is per inbox — if you have multiple inboxes connected, authorise each one separately.
Many expense management and bookkeeping tools — such as Dext, Expensify, AutoEntry, and others — provide a unique inbox email address for document capture. You send a document to that address, and they handle the rest: extraction, categorization, and processing on their end.
Auto-forwarding in Receiptor AI works perfectly for this. Instead of manually forwarding documents to those tools, set up an automation rule to do it automatically:
Connect Receiptor AI to the email inbox(es) where your documents arrive.
Create an automation rule with a Send Email action pointing to your Dext, Expensify, or other tool’s capture address.
Receiptor AI forwards every matching document there the moment it is extracted.
This means you can keep using any third-party tool that relies on an email-based intake, without manually touching a single document.
If you just need to share documents with a colleague or accountant without setting up email forwarding:
Auto-store to cloud storage: Use the Store In action in an Automation Rule to push documents to Google Drive or Dropbox automatically, then share that folder with the relevant person.
Manual bulk export: In the Documents table, select the documents you want to share, then use the export options to download and send them.
Q: Can I forward documents from more than one inbox?
A: Yes. Authorise sending permissions on each inbox separately, then create automation rules pointing to whichever inbox you want to send from.
Q: Does auto-forwarding send the original email or just the extracted document data?
A: The automation sends the extracted document (for example, the receipt or invoice) as an attachment, not the original raw email.
Q: Is email sending permission required just to scan documents?
A: No. Read-only access is what Receiptor uses to scan your inbox for documents. Email sending permission is only needed for the Send Email automation action.
If you need help setting up auto-forwarding, we’re here. Contact us via the in-app chat or at [email protected].
