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Submitting documents by email

Send purchase orders, invoices, and other documents to Fluent by email — no manual upload required.

Every Agent in Fluent has its own inbound email address. Email a document to that address and Fluent will pick it up, extract the key fields, and route it through your workflow automatically.

The email address format

An Agent's email address looks like this:

("Agent Name")@{"company"}.fluenterp.email

Finding the address

  1. Go to Manage Team > Agents

  2. Open the Agent you want to use

  3. Open the Communication section — the email address is shown there with a Copy button

Sending a document

  1. Attach your document(s) to an email — PDF, image, Excel, XML, and most common formats are supported

  2. Send to the Agent's email address

  3. Fluent picks it up, extracts the data, and creates a request in the Documents list

Attachments and the email body itself can both be processed together as one request.

Who can email the Agent (whitelist)

Each Agent has a sender whitelist so only trusted addresses can submit documents. Admins configure it under Communication > Whitelist and can add:

  • Exact addresses — jane@supplier.com

  • Whole domains — *@supplier.com

  • Subdomains — *@*.supplier.com

If the whitelist is empty, the Agent won't accept any inbound email.

Tip: Ask your customers or suppliers to forward their POs and invoices directly to the Agent's address. Many teams set up automatic forwarding rules from a shared mailbox (like orders@yourcompany.com) to Fluent.

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