This guide explains how to submit emails to Freightdog AI for data extraction.
Select an email in your Outlook inbox
Open the Freightdog AI panel (click the Freightdog AI button in the ribbon or Apps menu)
Choose a category if prompted (see below)
Click the “Process Email” button
Before processing, you may see a list of email categories (e.g., “Booking Confirmation”, “Quote Request”). These categories help the AI understand what type of email it is processing and which data fields to extract. If your organization has multiple categories, you will see radio buttons to select one. If only one category is configured, you will see “Auto-detect” instead. Selecting the right category helps extract data more accurately.
After clicking “Process Email”, the email is uploaded and AI processing begins. A progress bar shows real-time extraction progress as a percentage. You may also see the number of fields recognized so far and an estimated processing time. Processing time varies depending on email complexity, length, and attachments. During processing, the Data and Actions tabs are temporarily disabled and become available once processing completes.
Successful — The panel shows extracted data in the Email tab with a preview, and the Data and Actions tabs become available.
Partial success — Processing completed but some automated operations failed. A list of failed operations may be shown. The extracted data is still available for review.
Failed — The email format may not be supported. Try processing again or handle manually.
Skipped — The email doesn’t contain enough text content for analysis (e.g., very short emails or image-only emails).
If you open an email that has already been processed (by you or a colleague), the add-in will skip the upload step and immediately show the extracted data. The system automatically detects previously processed emails.
