| --- |
| title: Connect Outlook |
| description: Automatically capture receipts from your Outlook inbox. |
| section: inbox |
| order: 3 |
| --- |
|
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| Connect your Outlook account to automatically capture receipts and invoices from your email. Works with Outlook.com, Microsoft 365, and work/school accounts. |
|
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| ## How it works |
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| Once connected, Midday: |
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| 1. Scans your Outlook inbox for emails that look like receipts and invoices |
| 2. Uses AI to identify transaction-related emails |
| 3. Extracts attachments and relevant data |
| 4. Sends them to your Midday inbox for matching |
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| The scanning happens automatically on a regular schedule. |
|
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| ## Connect Outlook |
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| 1. Go to [Inbox → Settings](https://app.midday.ai/inbox/settings) |
| 2. Click **Connect Outlook** |
| 3. Sign in to your Microsoft account |
| 4. Review the permissions and click **Accept** |
|
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| ### Supported account types |
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| - **Outlook.com**: Personal Microsoft accounts |
| - **Microsoft 365**: Business and enterprise accounts |
| - **Work/School**: Organizational accounts (if permitted by your IT admin) |
|
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| ## What emails are scanned |
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| ### Emails we process |
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| The AI looks for emails that are likely receipts or invoices: |
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| - **Order confirmations**: E-commerce purchases, online orders |
| - **Digital receipts**: Uber, travel bookings, services |
| - **Subscription receipts**: SaaS tools, subscriptions, memberships |
| - **Invoice emails**: Bills, vendor invoices, payment confirmations |
| - **Bank notifications**: Transaction alerts with receipt information |
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| ### Emails we ignore |
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| The AI filters out non-receipt emails: |
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| - **Marketing emails**: Newsletters, promotions, announcements |
| - **Social notifications**: LinkedIn, Teams messages |
| - **Personal emails**: Non-business correspondence |
| - **Spam/Junk**: Anything in your junk folder |
| - **General business emails**: Meeting invites, project discussions |
|
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| ### Focused Inbox consideration |
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| If you use Outlook's Focused Inbox feature, receipts may land in either Focused or Other. Midday scans both. |
|
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| ## What Midday accesses |
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| Midday has **read-only** access to your Outlook: |
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| | Permission | What it allows | What we do | |
| |------------|---------------|------------| |
| | Read mail | View email content | Scan for receipt-like patterns | |
| | Read attachments | View email attachments | Extract PDFs and images | |
|
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| ### What we cannot do |
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| - Send emails from your account |
| - Delete or modify emails |
| - Access contacts or calendar |
| - Read OneDrive files |
|
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| ## Privacy and security |
|
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| ### Data handling |
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| - **Selective processing**: Only emails matching receipt patterns are processed |
| - **Secure storage**: Extracted receipts are encrypted in your Midday account |
| - **No training data**: Your emails are not used to train AI models |
| - **Team isolation**: Only your team can access your receipts |
|
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| ### What we store |
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| - Extracted receipt/invoice files (PDFs, images) |
| - Extracted data (merchant, amount, date) |
| - Email metadata for deduplication (subject line, date, sender) |
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| We don't store the full content of non-receipt emails. |
|
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| ### Enterprise considerations |
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| For Microsoft 365 and work accounts: |
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| - Your organization's policies may affect what apps can connect |
| - Check with your IT admin if you have connection issues |
| - Admin consent may be required for organizational accounts |
|
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| ## Scan settings |
|
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| ### Scan frequency |
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| Midday scans your inbox periodically. You can trigger a manual scan: |
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| 1. Go to [Inbox → Settings](https://app.midday.ai/inbox/settings) |
| 2. Click **Sync now** next to Outlook |
|
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| ### Historical receipts |
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| When first connected, Midday looks back at recent emails (typically 30-90 days) to capture existing receipts. |
|
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| ## Troubleshooting |
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| ### Missing receipts |
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| If some receipts aren't being captured: |
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| - **Check junk folder**: We don't scan junk mail |
| - **Check Other inbox**: If using Focused Inbox, check both views |
| - **Manual forward**: Forward specific receipts to your inbox email address |
| - **Wait for sync**: New emails may take a few minutes to process |
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| ### Permission issues |
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| If connection fails: |
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| - **Wrong account**: Ensure you're signing in with the correct Microsoft account |
| - **Organization policy**: Your IT admin may need to allow third-party apps |
| - **Admin consent**: Work accounts may require admin approval |
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| Contact your IT admin if using a work account and experiencing issues. |
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| ### Connection expired |
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| Microsoft may require periodic re-authorization: |
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| 1. Go to [Inbox → Settings](https://app.midday.ai/inbox/settings) |
| 2. Click **Reconnect** next to Outlook |
| 3. Sign in again to reauthorize |
|
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| ## Disconnect Outlook |
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| To stop automatic capture: |
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| 1. Go to [Inbox → Settings](https://app.midday.ai/inbox/settings) |
| 2. Click **Disconnect** next to Outlook |
|
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| ### Revoke from Microsoft |
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| You can also revoke access from your [Microsoft Account settings](https://account.live.com/consent/Manage): |
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| 1. Find "Midday" in your connected applications |
| 2. Click **Remove permissions** |
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| For work/school accounts, use the [Microsoft 365 app permissions page](https://myapps.microsoft.com/). |
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| Receipts already in your Midday inbox remain; no new receipts will sync. |
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| ## Tips |
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| - **Works great with forwarding**: Use both for comprehensive capture |
| - **Review weekly**: Check your Midday inbox for unmatched items |
| - **Confirm matches**: The AI learns from your confirmations |
| - **Use blocklist**: Block unwanted senders in inbox settings |
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| [Set up receipt matching →](/docs/receipt-matching) |
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