Magic Inbox - Midday

Overview

The Magic Inbox is Midday’s intelligent email processing system that automatically extracts transaction information from your receipts, invoices, and financial emails. By connecting your email accounts, Midday automatically matches incoming documents with your bank transactions.

How It Works

Connect your email

Link your Gmail or Outlook account to Midday. We securely access only emails that contain financial information.

Automatic processing

Our AI scans incoming emails for receipts, invoices, and transaction confirmations.

Smart matching

Midday automatically matches email attachments and content with your bank transactions based on amounts, dates, and merchant names.

Review and confirm

Review suggested matches in your inbox and confirm or adjust as needed.

Connecting Email Accounts

Supported Providers

Midday supports the following email providers:

Gmail
Outlook

// Gmail OAuth integration
const gmailConnection = {
  provider: "gmail",
  scopes: [
    "gmail.readonly",  // Read emails
    "gmail.metadata"   // Access headers
  ],
  features: [
    "Attachment extraction",
    "Real-time sync",
    "Smart filtering"
  ]
}

// Microsoft Outlook integration
const outlookConnection = {
  provider: "outlook",
  scopes: [
    "Mail.Read",
    "Mail.ReadBasic"
  ],
  features: [
    "Attachment extraction",
    "Real-time sync",
    "Smart filtering"
  ]
}

Connection Process

Navigate to Inbox

Go to the Inbox page in your Midday dashboard.

Click Connect Account

Choose Gmail or Outlook from the available providers.

Authorize access

Wait for sync

Midday will process your recent emails and populate the inbox. This can take up to 60 seconds.

Midday only accesses emails that contain financial information like receipts, invoices, and payment confirmations. We never read personal emails.

Inbox Interface

Tabs

The inbox is organized into tabs for easy navigation:

All: Every inbox item from connected accounts
Other: Items that don’t match known patterns or require attention

Item Status

Inbox items have different statuses:

type InboxStatus = 
  | "pending"          // Awaiting processing
  | "processing"       // AI is analyzing
  | "suggested_match"  // Match found, needs review
  | "done"            // Matched and confirmed
  | "deleted"         // Removed from inbox

Suggested Matches

When Midday finds a potential match:

AI Matching

Midday analyzes:

Transaction amount
Transaction date (±3 days)
Merchant/vendor name
Email sender domain
Attachment content (PDF, images)

You’ll see a suggested match indicator when the AI finds a high-confidence match.

Working with Inbox Items

Reviewing Matches

Click an inbox item

The details panel opens on the right showing the email content and extracted information.

Review the match

See the suggested transaction match with amount, date, and merchant details.

Confirm or adjust

Click “Confirm Match” to accept
Select a different transaction if the match is wrong
Add to Vault without matching if it’s not a transaction

↑ - Move to previous item
↓ - Move to next item
Shift + Click - Select multiple items
Enter - Open selected item details

Bulk Actions

Process multiple items at once:

Select items

Click the checkbox on items or use Shift+Click to select a range.

Choose action

The bulk actions bar appears at the bottom with options:

Mark as done
Move to Vault
Delete selected

Attachment Handling

Automatic Extraction

Midday automatically extracts attachments from emails:

const attachmentTypes = [
  "application/pdf",      // PDF receipts and invoices
  "image/jpeg",           // Photo receipts
  "image/png",            // Screenshot receipts
  "application/msword",   // Word documents
  "text/csv"             // CSV statements
]

Attachment Storage

Attachments are:

Automatically saved to your Vault
Linked to matched transactions
OCR processed for text extraction
Searchable by content

Real-time Sync

The inbox updates in real-time:

const realtimeSync = {
  channelName: "realtime_inbox",
  updates: [
    "New emails detected",
    "Match suggestions updated",
    "Status changes",
    "Attachment processing complete"
  ],
  batchSize: 10, // Efficient batching
  debounce: 200  // Smooth updates
}

You’ll hear a subtle sound when a new suggested match is found, keeping you informed without being intrusive.

Filtering and Search

Search

Find specific inbox items quickly:

Search by merchant name
Search by email subject
Search by amount
Search by sender

Filters

Narrow down your inbox:

Status: pending, suggested_match, done
Date range: Last 7 days, 30 days, custom
Has attachment: Yes/No
Matched: Matched vs. unmatched

Empty States

Just Connected

After connecting an account for the first time:

Midday syncs your recent emails (past 30 days)
A loading skeleton shows while processing
After 60 seconds, you’ll see results or an empty state

No Items Found

If no financial emails are detected:

Check your email account has receipts/invoices
Verify the date range of the sync
Try connecting a different email account

All Caught Up

When all items are processed:

Congratulations message
Summary of matched transactions
Option to review matched items

Privacy & Security

Data Access

Midday uses OAuth 2.0 for secure, read-only access to your email. We never store your email password.

What Midday accesses:

✅ Emails identified as receipts/invoices
✅ Attachments (PDFs, images)
✅ Email metadata (sender, date, subject)

What Midday does NOT access:

❌ Personal emails
❌ Email passwords
❌ Contacts or calendar
❌ Draft emails

Token Security

All OAuth tokens are:

const tokenSecurity = {
  storage: "encrypted",        // AES-256 encryption
  refreshable: true,           // Auto-refresh on expiry
  revocable: true,            // Disconnect anytime
  scope: "minimal"            // Only necessary permissions
}

Account Management

Inbox Settings

Navigate to Inbox → Settings to:

View connected accounts
See last sync timestamp
Manually trigger sync
Disconnect accounts
Configure sync frequency

Disconnecting

Go to Inbox Settings

Click the settings icon in the inbox header.

Select account

Choose the account you want to disconnect.

Confirm disconnect

Your tokens are immediately revoked and deleted. Existing inbox items remain in your Vault.

Integration with Transactions

When you confirm a match:

const matchedTransaction = {
  transactionId: "txn_123",
  inboxItemId: "inbox_456",
  attachments: ["receipt.pdf"],
  confidence: 0.95,         // AI match confidence
  status: "done",
  matchedAt: "2026-02-28T10:30:00Z"
}

The transaction automatically:

Links to the receipt/invoice
Shows the attachment in transaction details
Updates in the transactions table
Marks inbox item as done

Best Practices

Pro Tip: Connect your primary business email where you receive most receipts and invoices for maximum automation.

Connect email early - Start collecting matches from day one
Review suggested matches regularly - Don’t let the inbox pile up
Use bulk actions - Process similar items together
Add context to matches - Include notes when confirming matches
Keep attachment storage organized - Let items move to Vault when done

Troubleshooting

No items appearing after connection?

Wait the full 60 seconds for initial sync
Check if your email contains receipts in the date range
Verify email account is still connected
Try manual sync from settings

Wrong transaction matched?

Reject the suggested match
Manually select the correct transaction
Provide feedback to improve AI matching

Missing attachments?

Check if email actually contains attachments
Verify file type is supported
Look in Vault - attachments auto-save there

Email account keeps disconnecting?

Re-authorize the connection
Check OAuth permissions in your email provider
Ensure account password hasn’t changed

Technical Details

Sync Frequency

const syncSchedule = {
  realtime: true,              // WebSocket updates
  pullInterval: "5 minutes",   // Fallback polling
  batchSize: 50,              // Emails per sync
  historyRange: "30 days"     // Initial sync window
}

AI Processing

Inbox items are processed by:

Email classification (receipt vs. invoice vs. other)
Entity extraction (merchant, amount, date)
OCR on attachments
Transaction matching algorithm
Confidence scoring

Error Handling

// Automatic retry with exponential backoff
const errorHandling = {
  maxRetries: 3,
  backoffMultiplier: 2,
  timeoutMs: 30000,
  fallbackToManual: true
}

Get Started

Core Features

Integrations

Development

​Overview

​How It Works

​Connecting Email Accounts

​Supported Providers

​Connection Process

​Inbox Interface

​Tabs

​Item Status

​Suggested Matches

AI Matching

​Working with Inbox Items

​Reviewing Matches

​Keyboard Navigation

​Bulk Actions

​Attachment Handling

​Automatic Extraction

​Attachment Storage

​Real-time Sync

​Filtering and Search

​Search

​Filters

​Empty States

​Just Connected

​No Items Found

​All Caught Up

​Privacy & Security

​Data Access

​Token Security

​Account Management

​Inbox Settings

​Disconnecting

​Integration with Transactions

​Best Practices

​Troubleshooting

​Technical Details

​Sync Frequency

​AI Processing

​Error Handling

Build docs developers (and LLMs) love

Overview

How It Works

Connecting Email Accounts

Supported Providers

Connection Process

Inbox Interface

Tabs

Item Status

Suggested Matches

Working with Inbox Items

Reviewing Matches

Keyboard Navigation

Bulk Actions

Attachment Handling

Automatic Extraction

Attachment Storage

Real-time Sync

Filtering and Search

Search

Filters

Empty States

Just Connected

No Items Found

All Caught Up

Privacy & Security

Data Access

Token Security

Account Management

Inbox Settings

Disconnecting

Integration with Transactions

Best Practices

Troubleshooting

Technical Details

Sync Frequency

AI Processing

Error Handling