Auto-extract data from emails and updates into board items
Extract AI instantly extracts key information from emails, attachments, and files into your monday.com boards. Powered by OCR and AI, it converts unstructured content into clean, usable data — saving teams hours every week. Perfect for CRM, accounting, and help desk teams, Extract AI eliminates manual data entry, saves hours each week, and keeps your workflows accurate and up to date.
Key features
• AI-powered extraction – Pull data from emails, attachments, and files with high accuracy.
• Conditional data mapping – Extract only what you need into specific monday.com columns.
• Email integrations – Connect Gmail or Outlook for automated inbox-to-board data flow.
• Automation triggers – Use extracted data to launch monday automations instantly.
• Custom workflows – Tailor extraction rules for CRM, accounting, or support processes.
• Accurate & secure – AI validation ensures clean data while keeping everything secure inside monday.com.
Popular use cases
• Accounting automation: Extract invoice dates, totals, vendors, and more from email attachments.
• CRM updates: Sync lead info, communications, and customer details automatically.
• Help desk operations: Turn incoming support emails into structured tickets with customer, issue, and file data.
Who it’s for
• CRM and sales teams
• Accounting and finance teams
• Support and help desk operations
• Any business looking to automate data entry and streamline workflows
Extract, organize, and act on data — automatically.
Ready to get started? Install Extract AI now and see the difference.
Security & Compliance
Security
Does the developer periodically perform penetration testing?
Yes
Does the developer have a dedicated security and privacy point of contact for such issues or questions?
Yes
Does the app restrict redirects and forwards only to approved destinations, or show a warning when redirecting to potentially untrusted content?
Yes
Does the app protect against mass parameter assignment attacks?
Yes
Does the app perform encoding and sanitization on all user supplied parameters to protect against Cross-Site Scripting?
Yes
Does the developer protect all state-changing actions against Cross-Site Request Forgery (CSRF)?
Yes
Does the developer have mechanisms to notify monday.com in case of a security breach?
Yes
Does this developer have a process for installing application-level updates and security patches for the service (such as software packages and databases)?
Yes
Compliance
Is the app certified with the information security standard ISO/IEC 27001:2022?
Not answered
Is the app compliant with the Health Insurance Portability and Accountability Act (HIPAA)?
Yes
Is the app certified with System and Organization Controls (SOC 2 or SOC 3)?
No
Is the app compliant with the General Data Protection Regulation (GDPR)?
Yes
Data
Does the app send any data outside of monday.com? If yes, indicate whether the data is customer-submitted (e.g., board names, item names, doc content) or non-customer-submitted (e.g., account ID, board ID, user ID).
Not answered
Where does the app store logs data?
Not answered
Where does the app store the app data?
Not answered
Does the developer ensure application logs do not contain secrets or personally-identifiable information (PII)?
Yes
Is customer data segregated from the data of other customers (for example logically or physically)?
Yes
Privacy
Does the developer enforce multi-factor authentication on employees access to systems which may process customer data?
Yes
Does the developer protect access to customer data based on the principle of least privilege?
Yes
Reviews
September 16, 2024
NH: It's not you it's me
May 22, 2023
BC: Great tool to help pull valuable information from emails to new line items within a board!
Historical data
Installation history
We have data for December 28, 2024 onwards only. Collected sometime after 00:00 UTC daily.
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Change in total number of installs in last 30 days
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Change in total number of installs in last 90 days
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Ratings history
Categories history
Each of the following is a yes/no answer, so the graphs show 1 for yes, and 0 for no.