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Overview

Every Adminest user gets a unique, secure email address. Forward bills, policies, receipts, and letters to this address and Adminest will automatically extract the attachments, analyse them with AI, and create tasks from any deadlines found.
Dashboard with document email address

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How It Works

1

Find Your Document Email

Your unique address (e.g. 9a3227@documents.adminest.com) is shown on the Dashboard under Your Secure Document Email. Click Copy to copy it.
2

Forward an Email

Forward any email with PDF attachments to your document email address. You can also set up an auto-forward rule in your email client.
3

Automatic Processing

Within about 30 seconds, Adminest will:
  • Extract text from PDF attachments using AI
  • Identify the document type (bill, insurance, contract, etc.)
  • Extract key details (dates, amounts, policy numbers)
  • Generate a summary
  • Create tasks for any deadlines
4

Review in AI Chat

Each processed email creates an AI chat conversation where you can ask questions about the documents.

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What Gets Processed

Attachment TypeProcessing
PDFFull text extraction and AI analysis
PNG / JPG / JPEGImage-to-text extraction and AI analysis
DOC / DOCXDocument text extraction and AI analysis
Maximum file size: 10MB per attachment. Emails with multiple attachments are supported — each is processed as a separate document.

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Setting Up Auto-Forward

For the best experience, set up an auto-forward rule in your email client so relevant emails are sent to Adminest automatically.

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Gmail

1

Open Gmail Settings

Click the gear icon > See all settings > Filters and Blocked Addresses
2

Create a Filter

Click Create a new filter and set criteria (e.g., from specific senders like your insurance company)
3

Forward to Adminest

Choose Forward it to and enter your Adminest document email address

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Outlook

1

Open Rules

Go to Settings > Mail > Rules
2

Add a Rule

Click Add new rule and set conditions
3

Set Action

Choose Forward to and enter your Adminest document email address

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Best Practices

Use PDF Attachments

PDFs give the best extraction results. Forward emails that have PDF attachments.

One Subject Per Email

For best categorisation, forward emails about one topic at a time.

Auto-Forward Rules

Set up rules in your email client for hands-free document processing.

Review AI Tasks

Check the AI-suggested tasks after processing — approve the ones you want tracked.

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Viewing Processed Emails

Forwarded documents appear in your Documents list with the source shown as “Email”.
Documents list showing email-processed documents
Click on any document to see the full AI analysis, extracted information, and suggested tasks.

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Privacy & Security

  • Your document email address is unique and private
  • Emails are processed securely and encrypted in transit
  • Only PDF and image attachments are processed — email body text is used for context only
  • You can regenerate your document email address at any time from Settings
Keep your document email address private. Anyone who knows it can send documents to your account.

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Troubleshooting

  • Processing takes up to 60 seconds. Wait and refresh the Documents page
  • Check the email had a PDF or image attachment
  • Verify you forwarded to the correct address (check for typos)
  • Very large PDFs (over 10MB) will be skipped
  • Scanned PDFs with poor image quality may produce inaccurate results
  • Password-protected PDFs cannot be processed
  • Try uploading the document directly for a fresh analysis
  • The forwarded email is processed automatically — there’s no confirmation email sent back
  • Check the Documents page or Notifications panel for processing results

Documents

Manage all your documents

AI Assistant

Chat with processed documents

Tasks

Manage tasks from email documents