Doczen for Outlook

Doczen brings AI-powered workflows directly into Outlook, so you can act on emails the moment they arrive.

Run extraction, drafting, validation, and reformatting workflows inside any email thread—no copy/paste, no context switching,

just faster, compliant outcomes from your inbox.

To get started, sign in with your Doczen enterprise account. This gives you access to your organization's workflows,

knowledge bases, and compliance rules—so every action you take is aligned with your team's processes.

What you can do with Doczen

• Extract structured data from emails and attachments (e.g., POs, invoices, RFQs, trade terms, dates, amounts, counterparties).
• Draft, refine, and personalize replies—aligned to your tone, templates, and internal guidelines.
• Validate emails and extracted fields against your knowledge bases, playbooks, or policy documents before you send.
• Reformat and convert attachments (e.g., normalize tables, clean layouts, convert PDFs) for effortless forwarding and handoffs.
• Summarize long threads with citations and generate forward-ready briefs for colleagues or customers.
• Flag missing fields, discrepancies, and policy exceptions for quick review.
• Insert results back into your draft, copy to clipboard, export as structured text, or package for forwarding.

How it works

1. Open any email thread and launch Doczen from the Outlook ribbon or message pane.
2. Choose a workflow (e.g., Extract → Validate → Draft Reply).
3. Review, edit, and insert results directly into your message, or forward with attachments reformatted to your standards.

Why teams use Doczen

• Stay in flow: Handle extraction, validation, and drafting without leaving Outlook.
• Consistency at scale: Enforce guidelines with knowledge-base checks and reusable workflow templates.
• Faster handoffs: Reformat and package information so colleagues get exactly what they need.
• Flexible by design: Tailor workflows to your processes and content types.

Ideal for

• Operations, sales, and support teams processing high-volume email workflows
• Finance and logistics reviewing POs, invoices, and confirmations
• Compliance-minded teams needing policy-aligned communications

Compatibility and requirements

• Works in Outlook on the web and the latest Outlook apps for Windows and Mac.
• Requires a Doczen account and access to your organization’s workflows.
• Admins can configure available workflows and knowledge sources for your tenant.