We're big fans of automation and were very happy to see that Forward to Pleo works with automatically forwarded emails from Gmail and Google Workspace.

Looking for instructions for Outlook or other email applications? Then follow the auto-forwarding instructions for Outlook and other applications.

There are three common ways to make the most of automatic forwarding, we hope you will find the feature useful:

Add the forwarding address

To be able to auto-forward from Gmail, you’ll need to do two things:

  1. Add the email address forward@fetch.pleo.io in your Gmail settings under “Forwarding and POP/IMAP” by clicking on “Add a forwarding address”. When you see a pop up window that asks you to confirm whether you want to forward to forward@fetch.pleo.io, click “Proceed”.

  2. At this point Gmail will send an email with the confirmation code to Pleo. We will automatically pick it up and send you the confirmation code in an email with the subject line “Gmail confirmation code”, it looks like this:

Copy the confirmation code from that email and insert it in the field in Gmail:

NB: It’s important that you have disabled forwarding, like you see here:

If it’s not disabled, you could forward every incoming email to forward@fetch.pleo.io

Then click the "Save changes" button at the bottom of the page.

Create a rule for what to forward

Now you’re ready for the final step!

We can all agree that forwarding everything is a bad idea, right? That’s why you should create a filter that only forwards very specific messages.

To create a new filter, simply open Settings in Gmail and go to the section “Filters and Blocked Addresses”, where you should see something like this:

Click on “Create a new filter” where you can configure what emails to auto-forward.

A good rule could be based on the “To” address like in this example, where you enter the variation of your email address for which you would like to create a filter.

How it works:

In Gmail you can send an email to yourself even if you add a “+” followed by some characters before the “@” symbol like this:

  • If your email address is joe@example.com

  • Imagine you want to subscribe to a newsletter from the company ACME, and you want to easily be able to identify the emails from them in the future.

  • Then all you have to do when you signup to that newsletter is to use the address “joe+acme@example.com

You could add anything after the plus, but to make it easier remember you might just use the word “receipt”. This is totally up to you - you just need to use this every time you want to trigger auto-forwarding. This feature has existed in Gmail for many years and you can read more about it in Gmail’s official support pages.

How it looks:

The “To” filter is useful because this rule is less likely to accidentally match another email.

Other rules to trigger auto-forwarding

Other rules could e.g. be based on the sender and the email content like this:

For now, let's stick to a rule based on the "To" address.

Click “Create filter” next to the blue button to go to the next step.

Then at the next step you will decide what action to take when the rule matches. You can here check the Forward box and set the auto-forwarding destination like this:

We recommend that you don’t delete auto-forwarded emails, because receipts are important and having a backup of them is always useful.

Click the blue “Create filter” button and you should be good to go.

Ready to auto-forward

Finally you can start auto-forwarding!

Examples of some use cases:

Manually forward from private email

Some of you might just want to save this email address in their personal email, and then, whenever you have a receipt in your personal email that you’d like to send to Forward to Pleo you can just go to your personal email and forward that email to joe+receipt@example.com which will then auto-forward it to forward@fetch.pleo.io

Let a colleague handle your receipts

Maybe your colleague is downloading invoices that were paid with your card? They too can now use Forward to Pleo on your behalf, all they have to do is send the invoices to joe+receipt@example.com which will then auto-forward it to forward@fetch.pleo.io

Directly from merchant

You could even register the email address directly with the merchant, and have the receipts or invoices forwarded directly upon arrival. In other words, you could sign in to AWS, go to the billing settings, and in your notification settings add the email address joe+receipt@example.com which will then auto-forward it to forward@fetch.pleo.io

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