Compare order details, invoice amounts and delivery dates in one table, even when suppliers send them in different formats. Extract the fields you need, check them against the originals and keep supplier or contract details up to date as new information arrives.
From: updates@cedarworks.example
Delivery is planned for 18 October.
We'll confirm once it's on route.
Emails and files from different places
A supplier’s revised delivery date may be in an email while the order lines are in a shared-drive file. Connect the mailboxes and folders your team uses so you can work with both. Choose which messages, files and web pages to include.
Connect an active account for later updates, or import a mailbox archive to work with earlier correspondence. You can also read files from an SFTP server without changing them. See supported connections for the accounts, file formats and locations you can use.
Different formats, comparable data
Create a custom list of supplier emails from multiple inboxes, choose the documents to include and extract the details you want to compare: supplier, order reference, delivery date and amount. Bring them into one table even when one supplier sends a spreadsheet and another puts the information in an email.
Categories and checked values
Add a review category, priority or owner to help the team organize incoming work. Standardize values such as supplier names or status labels so you can compare them consistently. Choose how these fields are set; optional AI classification and summaries are available for emails and other source documents.
See how a category or priority was assigned and keep the original email or document intact. Your team uses those working details to decide what needs attention.
Read an extracted amount or date beside the email or document it came from. Correct the working value and record your review without changing the original. Assign a question to someone when a supplier’s wording needs clarification.
Choose whether a shared table includes accepted rows, rows awaiting review or both. You can accept extracted results automatically when that fits the task; when a person must check a value, use the recorded review decisions to confirm that step.
Use reviewed corrections in later processing and refreshed views when configured. A saved snapshot or spreadsheet someone already downloaded keeps the version they received.
Track the latest details and check earlier updates
Build a supplier, contract or order profile from the updates your team receives. Choose how to match those updates to the right item and which information supplies its current details. A revised delivery date can replace the working date while the earlier promise and its email remain available.
When two updates disagree, inspect the messages behind the values and see why one is being used. Follow earlier changes when you need to explain how a date, price or term reached its current value.
Use reviewed dates for deadline alerts, share supplier details through a customer view or spreadsheet, or give an AI assistant the information it needs to answer a question. Choose who receives each view and when it updates.
Start with the features your task needs. A searchable list of emails may be enough for a handover; add tables, current profiles or AI extraction when they help with the work.
Yes. Choose the details you want in the table and use an extraction setup suited to each supplier’s emails or files. Their amounts, dates and references can appear in the same columns for comparison.
No. You correct the extracted value and retain its review history. The original email or document stays unchanged and remains available under its existing access and retention settings.
Extract fields from supported email, attachment, file and web-page text, such as invoice amounts, order lines, dates and references. The available text depends on the file format and what your connected sources capture.
Bring the emails or documents your team compares today. See how to extract the details, check an important value and use the result in your next review.
