Extract AI Overview — Extract data from Gmail, Outlook and files into @mondaydotcom

Extract AI is a monday.com app that automatically pulls data and files from Gmail, Outlook, and file columns into your boards. Create an AI block, map your columns, and incoming emails and documents populate your board in real time — no manual entry, no copy-pasting.

Whether you're processing inbound leads from Gmail, capturing supplier emails from Outlook, or parsing uploaded CVs and invoices from a file column, Extract AI handles the extraction automatically. The setup is the same for all three sources — create an AI block, select your source, connect your account or file column, map the board columns you want to populate, and activate.

TL;DR: This overview walks through every core feature of Extract AI: setting up Gmail, Outlook, and file integrations; using custom AI fields to extract specific data points with plain language prompts; extracting into sub-items instead of main items; managing all active blocks from a central board view dashboard; deleting webhooks that sync automatically with the Automation Centre; and monitoring your monthly action usage with the ability to upgrade your plan directly from the app.

What you'll learn:
• What Extract AI is and how it works as a board view on monday.com
• How to create an AI block and connect Gmail, Outlook, or a file column
• The extra step needed for Gmail — creating a monday.com automation after the block
• How to use custom AI fields with prompts to extract specific data not covered by default columns
• How to extract data into sub-items instead of main board items
• How to manage, pause, and delete active blocks and webhooks from the board view dashboard
• How to monitor monthly action usage and upgrade your plan when needed

⏱ CHAPTERS:
0:00 - What is Extract AI and how does it work on monday.com?
0:34 - How do I create an AI block and connect Outlook, Gmail, or a file?
0:41 - How to Set up an Outlook integration
1:00 - How do I do Gmail setup
1:23 - How do I extract data from files and attachments in a file column?
2:24 - Extract data into sub-items instead of main items

RESOURCES:
► Extract AI landing page: https://jetpackapps.io/email-to-monday-board-extract-crm/
► Install Extract AI: https://auth.monday.com/marketplace_app_from_anywhere?app_id=133&placement=public_marketplace

FREQUENTLY ASKED QUESTIONS:
Q: What is Extract AI and what does it do on @mondaydotcom?
A: Extract AI is a monday.com app that automatically pulls data from Gmail inboxes, Outlook inboxes, and files uploaded to a file column — populating board columns with extracted information like sender name, email address, attachments, and custom data points you define.

Q: How do I set up Extract AI to extract data from Gmail or Outlook into monday.com?
A: Add the Extract AI board view to your board, create a new AI block, select Gmail or Outlook as your source, connect your account, select a destination group, map the columns you want to populate, and create the block. For Gmail, you also need to create a monday.com automation after the block is set up.

Q: What are custom fields in Extract AI?
A: Custom fields let you extract specific data points that aren't covered by the default column options. You write a plain language prompt describing what you want to extract — like "extract the invoice total" or "extract the candidate's education history" — and Extract AI uses AI to find and return that value from the source document or email.

Q: Can Extract AI extract data into sub-items on monday.com?
A: Yes. When setting up a file integration, you can enable sub-item extraction and map the columns at the sub-item level — so data from uploaded files populates sub-items rather than the main board item.

Q: How do I manage or pause my Extract AI integrations?
A: The Extract AI board view acts as a central dashboard where you can view, disable, or delete any active block. Deleting a webhook from the board view also removes it from monday.com's Automation Centre automatically.

🔗 Connect with Jetpack Apps:
🌐 Jetpack Apps Website: https://jetpackapps.io/
► Extract AI playlist: https://www.youtube.com/playlist?list=PLYn45oBvuLys8NX4ui7xXt-fkJc-e7bVm
► Resource Articles: https://jetpackapps.io/resources/
► Join Partners program: https://jetpackapps.io/partners/
► Subscribe for more workflow hacks: https://www.youtube.com/@UCF6FVECy5-6ypVQthyAMEmQ
► LinkedIn: https://www.linkedin.com/company/jetpackapps/
► Facebook Page: https://www.facebook.com/jetpackappsformonday

#mondaydotcom #ExtractAI #Gmail #Outlook

Видео Extract AI Overview — Extract data from Gmail, Outlook and files into @mondaydotcom канала Jetpack Apps