Outlook Integration

Orders & Outlook Add-in

Import orders directly from Outlook with one click or create your own. TitleTrackr AI reads your emails and attachments to automatically populate order details, custom fields, and more.

Note: You can also create orders manually or upload PDFs directly to get started. However, the Outlook Add-in is highly recommended to speed up your workflow—import emails with one click and let TitleTrackr AI extract order details automatically.

Outlook Import

One-click email to order

Install our Outlook Add-in 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
JD
John Doe2:34 PM

New Order: 123 Main Street

To: orders@titletrackr.com

Please process the attached abstract for the property at 123 Main Street...

Abstract_123_Main.pdf2.4 MB
Click to Import

Order Created!

Order #2024-0847

Property:123 Main Street
From:John Doe
Attachments:1 PDF (2.4 MB)
Custom Order Fields
2024-ABC-1234
January 15, 2025
Sarah Johnson
First American Title
Rush
Custom Fields

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
TextDatePeopleCompanyDropdownMulti-selectFile
TitleTrackr AI

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...

2 attachments
AI Extracting...
Extracted Information
Address:456 Oak Avenue
City/State:Springfield, IL
Closing Date:Jan 20, 2025
File Number:TT-2025-0123

How the Outlook Add-in Works

1. Receive Email

An order request arrives in your Outlook inbox with attachments.

2. Click Import

Click the TitleTrackr button in Outlook's ribbon 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 Add-in

Install our Outlook Add-in 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

Ready to Streamline Your Order Intake?

Upload PDFs or import from Outlook and let TitleTrackr AI do the heavy lifting.