Can AI extract data from both email body text and attachments?

Direct answer

Some workflows need data that lives in the email body as well as in attached documents. A good automation process treats the email metadata, email text, and attachments as related inputs for the same case or transaction.

The workflow should preserve sender, subject, timestamp, file names, and attachment data so reviewers can understand the source of each extracted value.

What the workflow should include

Define which values should be taken from the message body, which values should be taken from attachments, and which source wins if values conflict.

Also filter irrelevant files such as signatures, logos, and unrelated attachments before they create extraction noise.

How Lido helps

Lido can support email-driven document workflows where attachments are extracted and results are organized for review and export.

That helps teams automate inbox-heavy processes without manually copying email text and attachment data into separate systems.

Example workflow

1. Capture email metadata, body text, and attachments together.
2. Define which fields come from the email and which come from each document type.
3. Filter irrelevant or duplicate attachments.
4. Review and export a single combined record when appropriate.