Connect Outlook

Connect your Outlook account to automatically capture receipts and invoices from your email. Works with Outlook.com, Microsoft 365, and work/school accounts.

#How it works

Once connected, LUMA:

1. Scans your Outlook inbox for emails that look like receipts and invoices
2. Uses AI to identify transaction-related emails
3. Extracts attachments and relevant data
4. Sends them to your LUMA inbox for matching

The scanning happens automatically on a regular schedule.

#Connect Outlook

1. Go to Inbox → Settings
2. Click Connect Outlook
3. Sign in to your Microsoft account
4. Review the permissions and click Accept

#Supported account types

• Outlook.com: Personal Microsoft accounts
• Microsoft 365: Business and enterprise accounts
• Work/School: Organizational accounts (if permitted by your IT admin)

#What emails are scanned

#Emails we process

The AI looks for emails that are likely receipts or invoices:

• Order confirmations: E-commerce purchases, online orders
• Digital receipts: Uber, travel bookings, services
• Subscription receipts: SaaS tools, subscriptions, memberships
• Invoice emails: Bills, vendor invoices, payment confirmations
• Bank notifications: Transaction alerts with receipt information

#Emails we ignore

The AI filters out non-receipt emails:

• Marketing emails: Newsletters, promotions, announcements
• Social notifications: LinkedIn, Teams messages
• Personal emails: Non-business correspondence
• Spam/Junk: Anything in your junk folder
• General business emails: Meeting invites, project discussions

#Focused Inbox consideration

If you use Outlook's Focused Inbox feature, receipts may land in either Focused or Other. LUMA scans both.

#What LUMA accesses

LUMA has read-only access to your Outlook:

#What we cannot do

• Send emails from your account
• Delete or modify emails
• Access contacts or calendar
• Read OneDrive files

#Privacy and security

#Data handling

• Selective processing: Only emails matching receipt patterns are processed
• Secure storage: Extracted receipts are encrypted in your LUMA account
• No training data: Your emails are not used to train AI models
• Team isolation: Only your team can access your receipts

#What we store

• Extracted receipt/invoice files (PDFs, images)
• Extracted data (merchant, amount, date)
• Email metadata for deduplication (subject line, date, sender)

We don't store the full content of non-receipt emails.

#Enterprise considerations

For Microsoft 365 and work accounts:

• Your organization's policies may affect what apps can connect
• Check with your IT admin if you have connection issues
• Admin consent may be required for organizational accounts

#Scan settings

#Scan frequency

LUMA scans your inbox periodically. You can trigger a manual scan:

1. Go to Inbox → Settings
2. Click Sync now next to Outlook

#Historical receipts

When first connected, LUMA looks back at recent emails (typically 30-90 days) to capture existing receipts.

#Troubleshooting

#Missing receipts

If some receipts aren't being captured:

• Check junk folder: We don't scan junk mail
• Check Other inbox: If using Focused Inbox, check both views
• Manual forward: Forward specific receipts to your inbox email address
• Wait for sync: New emails may take a few minutes to process

#Permission issues

If connection fails:

• Wrong account: Ensure you're signing in with the correct Microsoft account
• Organization policy: Your IT admin may need to allow third-party apps
• Admin consent: Work accounts may require admin approval

Contact your IT admin if using a work account and experiencing issues.

#Connection expired

Microsoft may require periodic re-authorization:

1. Go to Inbox → Settings
2. Click Reconnect next to Outlook
3. Sign in again to reauthorize

#Disconnect Outlook

To stop automatic capture:

1. Go to Inbox → Settings
2. Click Disconnect next to Outlook

#Revoke from Microsoft

You can also revoke access from your Microsoft Account settings:

1. Find "LUMA" in your connected applications
2. Click Remove permissions

For work/school accounts, use the Microsoft 365 app permissions page.

Receipts already in your LUMA inbox remain; no new receipts will sync.

#Tips

• Works great with forwarding: Use both for comprehensive capture
• Review weekly: Check your LUMA inbox for unmatched items
• Confirm matches: The AI learns from your confirmations
• Use blocklist: Block unwanted senders in inbox settings

Set up receipt matching →