Outlook Add-in
Gmail Add-inOrders, straight from your inbox
Import orders directly from Outlook or Gmail with one click—or create your own. TitleTrackr AI reads your emails and attachments to automatically populate order details, custom fields, and more.
Note: Prefer to start another way? Create orders manually or upload PDFs directly—and let TitleTrackr AI extract the details either way. The Outlook and Gmail add-ins are the fastest path.
One-click email to order
Install the TitleTrackr add-in for Outlook or Gmail and convert any email into an order with a single click. Email metadata, body content, and all attachments are automatically captured.
- Preserves sender, recipients, subject, and date
- Captures all PDF attachments automatically
- Works with any email in your inbox
OutlookGmailNew Order: 123 Main Street
To: orders@titletrackr.com
Please process the attached abstract for the property at 123 Main Street...
Order Created!
Order #2024-0847
Capture any data you need
Define unlimited custom fields to match your workflow. Choose from multiple field types including text, dates, dropdowns, people lookups, and company references.
- Text, Date, Select, and Multi-select types
- People picker (contacts, users, or both)
- Company lookup and file attachments
Emails and attachments—analyzed.
TitleTrackr AI analyzes email content and PDF attachments to automatically extract property addresses, file numbers, closing dates, and other order details. No manual data entry required.
- Parses email body for property details
- Extracts text from PDF attachments
- Maps extracted data to custom fields
RE: Order Request - 456 Oak Avenue
Hi, please find attached the abstract for the property at 456 Oak Avenue, Springfield, IL. This is for closing on Jan 20th. The file number is TT-2025-0123...
TT-2025-0891
Sarah J.
TT-2025-0892
Mike R.
TT-2025-0888
Sarah J.
TT-2025-0884
Mike R.
Work orders your way
Switch between a spreadsheet-style List and a drag-and-drop Kanban board—your choice is remembered per user. Drag to reorder columns, hide the ones you don't need, and group the board by status or assignee.
- Drag-to-reorder columns, saved per user
- Kanban grouped by status or assignee
- Bulk update status & assignee
Every email on an order, in one thread
Send emails right from the order using your templates. Every reply threads itself back to the order's Emails tab—each order gets its own reply-to address—so the entire back-and-forth lives in one place. No more digging through your inbox.
- Send from templates, right on the order
- Replies auto-thread back to the Emails tab
- Every correspondence tied to the right order
- Attachments captured and stored with the order
A Monday-style task board on every order
Break an order into tasks in a Monday.com-style grid—groups, colored status and owner columns, due dates, and sub-items. Assign people, attach files, and update owners or statuses in bulk as the order moves toward closing.
- Groups, colored status & owner columns
- Sub-items nested under any task
- Assign people, set due dates & attach files
- Bulk update status, owner & move tasks
How the Email Add-ins Work
1. Receive Email
An order request arrives in your Outlook or Gmail inbox with attachments.
2. Click Import
Click the TitleTrackr button in the Outlook ribbon or the Gmail sidebar to start the import.
3. AI Processing
TitleTrackr AI reads the email and PDFs to extract order details.
4. Order Ready
Your order is created with all details populated. Ready to work!
Powerful Order Management
Outlook & Gmail Add-ins
Install the TitleTrackr add-in for Outlook or Gmail to import emails as orders with a single click. No copy-pasting required.
- One-click import
- Preserves email metadata
- Captures all attachments
AI-Powered Extraction
TitleTrackr AI analyzes email content and PDF attachments to automatically extract property details.
- Email body parsing
- PDF text extraction
- Smart field mapping
Custom Fields
Create custom fields to capture any data your workflow requires. Choose from multiple field types.
- Text, Date, Select types
- People & Company lookups
- File attachments
Attachment Handling
Upload PDFs directly or import from emails—all attachments are stored with orders. View PDFs inline.
- Direct PDF upload
- Inline PDF viewer
- Page count detection
Zapier Integration
Connect orders to 8,000+ apps via Zapier. Trigger automations when new orders arrive.
- Webhook triggers on new orders
- Connect to Slack, Teams & more
- Build custom workflows
Abstract Linking
Connect orders to abstracts for complete workflow tracking. Create new abstracts directly from orders.
- Search existing abstracts
- Create from template
- Quick navigation
Statuses & Assignments
Define your own color-coded statuses and assign owners. Move work forward and update in bulk.
- Custom color-coded statuses
- Per-order assignees
- Bulk status & assignee updates
Fees & AI Fee Rules
Attach fees and products with tax overrides, and let AI apply your fee rules from plain-English instructions.
- Fees, products & tax overrides
- Plain-English AI fee rules
- Recalculate AI fees
Invoicing
Generate and send branded invoice emails, then track payment with an invoice-paid checkbox.
- Generate & send invoices
- Bill-to company on PDF
- Invoice-paid tracking
Shipping Labels
Quote and purchase FedEx shipping labels right from an order, and keep tracking in sync automatically.
- Quote & buy labels
- FedEx shipping
- Live tracking sync
Order Tabs & Closing
Turn on the tabs your team needs—Emails, Documents, Abstracts, Title, Tasks, and Closing Disclosure.
- Toggleable order tabs
- Closing Disclosure data
- CD field mapping
List & Kanban Views
Choose a spreadsheet List or a drag-and-drop board—remembered per user, grouped by status or assignee.
- Drag-reorder columns
- Show / hide columns
- Group by status or assignee
Moving from AbstractorPro, SoftPro, or another tool?
Don't leave years of work behind. We provide a custom import of your entire order history—so every past order lives under one roof in TitleTrackr and becomes instantly searchable from day one.
- Custom import of your complete order history
- Everything under one roof—no more scattered systems
- Instantly searchable across every order and field
Record closing documents without leaving TitleTrackr
Submit your recordable documents to the county for electronic recording through Simplifile—right from the order. Then track every package as its status changes, with recording updates pushed back to you automatically.
- Push documents to Simplifile for eRecording
- Live package status & a full status timeline
- Automatic recording notifications to the right people
SimplifileSimplifileReady to Streamline Your Order Intake?
Upload PDFs or import from Outlook and Gmail and let TitleTrackr AI do the heavy lifting.