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Working with predefined mailboxes

How to use Parseur ready-made mailboxes to quick start extracting data from documents form a specific domain or industry

Updated over a year ago

When you create a mailbox, Parseur asks which type of mailbox you want.

You can choose between:

  • creating a mailbox based on a predefined model that will already include some fields and templates

  • creating a custom mailbox where you will control every aspect of the data extraction process. You can do so by clicking on the "Other" card in the screenshot below.

What is in a predefined mailbox?

A predefined mailbox includes:

  • a predefined set of field names and formats

  • access to a set of templates for the most common providers. Those templates are maintained by the Parseur support team, so you don't have to.

Having a predefined set of fields spares you from deciding the structure of the data to extract. We try our best to make the field names easy to understand and relevant for that specific domain.

You can rename, remove, and add fields as you see fit if the default field list is not in line with your requirements. Note, however, that if you do so, in some cases, some managed templates using post-processing may start producing lower-quality results.

When a document is parsed using a ready-made template, you will see the "managed by Parseur" mention under the template name.

What predefined mailbox types are available?

screenshot of all available predefined mailboxes

For some of those predefined mailboxes, we have a separate article listing all supported platforms and extracted fields. Click on the links for more information.

Here are all the predefined mailboxes you can choose from:

  • Automotive Leads: Extract lead and vehicle details like email, phone, make, and model from automotive platforms like Cars.com, CarGurus, or Autotrader.

  • Bank Statements: Extract the list of transactions, including description, date, and amounts, from bank and credit card statements.

  • Delivery Notes: Extract data such as shipper, carrier, and receiver details along with shipment details from bills of lading (BOLs), rate confirmations, or dispatch confirmations.

  • Event Ticket Sales: Extract purchase or sale details from event ticketing platforms such as AnyTicket, AXS, Etix or Ticketmaster.

  • Food orders: Extract food order details like customer, address, items from email, and PDF orders from Grubhub, Doordash, and many more.

  • Full Text Content: Extract full text content from your documents along with any other metadata.

  • Generic Leads: Extract lead details like name, email, phone, and message from any kind of lead notification, including voicemails and web forms.

  • Hotel and Short Stay bookings: Extract booking reference, guest details, booking dates, and price from hotels and other Airbnb or VRBO emails.

  • Invoices: Extract invoice number, date, price, and items along with vendor and supplier details from email and PDF invoices.

  • Job Applications: Extract candidate name, email, experience, and education from LinkedIn and Indeed job application emails.

  • Job Searches: Extract job roles and companies hiring from Google Jobs, LinkedIn, or Indeed job search emails.

  • Real estate leads: Extract lead details like name, email, phone, and message from dozens of real estate emails from Zillow, StreetEasy, SeLoger, and more.

  • Resumes / CSVs: Extract candidate information from resumes and curriculum vitae (CVs), such as candidate contact details, work experience, education, and skills.

  • Search Alerts: Extract new notifications from search alert emails like Google Alerts or HARO

  • Travel Bookings: Extract details like departure and arrival time and place, travel class, cost, and passenger list from flights, train, or bus travel confirmations.

  • Utility Bills: Extract energy usage, customer information, and invoice details from utility bills, such as electricity bills, water bills, and gas bills.

  • Work Orders: Extract data such as work scope, customer details, and site details from work orders from platforms like Rated People or Checkatrade.

Can I add my own templates to a predefined mailbox?

Yes, you can create your own templates while using a predefined mailbox.

When you have local templates in a predefined mailbox, Parseur will try to use them first. If it fails, it will try to use one of the ready-made templates.

What should I do when Parseur is unable to process a document in a pre-defined mailbox?

For best results, we strongly recommend that you set up your system to send documents directly to Parseur or that you set up automatic email forwarding.

If you still have documents failing to process, you can create your own template (see here for more information).

You can also try parsing your documents with the AI engine.

How quickly can you add or fix supported templates?

If you notice that a provider marked as supported in one of the articles below is not working for you, you can contact us in the chat to fix the problem.

Although we can't commit to a particular deadline, we try our best to be responsive when creating and updating templates. We usually respond to most requests for template creation within one business day.

Can I change the name or format of a field?

Yes you can. For example, if you don't need Parseur to geolocate addresses, you can change the format back to Text.

To change the name or format of a field:

  • Open your Parseur mailbox

  • Click on the Fields section in the left menu

  • Click on the Edit button next to the field you want to change

  • Change to the name or output format

  • Click Update

Note: You will need to either reprocess the existing documents or send a new one to see the changes.

Can I add other fields to data extracted from a "managed by Parseur" template?

No, you cannot access templates managed by Parseur and hence can't make changes.

However, you can create your own custom templates. Parseur's managed templates are created using the same editor you have access to.

Can I disable the use of ready-made templates?

Yes. To disable access to ready-made templates, switch to your mailbox to the custom type:

  • Open your mailbox

  • Click on the Settings section on the left menu

  • Under Mailbox type, choose Custom mailbox

  • Click Save

Can I have my own predefined mailbox and centralize all of my templates?

Yes, if you're on an Enterprise plan, you can get your own predefined mailbox.

This can be useful, for example, if you extract data from the same documents but want to have a separate mailbox for each of your customers, office locations, or branches.

Instead of copying templates from one mailbox to another, you can manage all your templates in your custom predefined mailbox and then "link" all your individual mailboxes to it.

Contact us via chat or on this page for more information about our Enterprise plans.

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