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Email Automation

Turn incoming emails into organized work.

Automatically collect attachments, save documents and keep your team informed.

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Email Processing LogIllustrative preview
Search documents…Filter
MessageDestinationStatus
Supplier invoiceInvoicesSaved
Field team photosSite PhotosSaved
Project attachmentProjectsReview
Duplicate attachmentProcessing LogFlagged
KEY CAPABILITIES

What we can help you build.

Attachment capture

Identify relevant messages and capture their attachments.

SharePoint organization

Save files with appropriate metadata and folder rules.

Team notifications

Notify the right people and record processing outcomes.

Email Processing LogIllustrative preview
Search documents…Filter
MessageDestinationStatus
Supplier invoiceInvoicesSaved
Field team photosSite PhotosSaved
Project attachmentProjectsReview
Duplicate attachmentProcessing LogFlagged
EXAMPLE SOLUTION

Mailbox filtering

Apply sender, subject and attachment rules to identify relevant messages.

  • Mailbox filters and intake flow
  • Document storage and metadata rules
  • Duplicate handling and error notifications
HOW IT WORKS

A clear, connected process.

01Filter email
02Capture files
03Apply metadata
04Check duplicates
05Save & notify
PRACTICAL APPLICATIONS

Designed for real business needs.

Supplier invoices

We scope this use case around your systems, business rules and the information available to your team.

Project documentation

We scope this use case around your systems, business rules and the information available to your team.

Field photos

We scope this use case around your systems, business rules and the information available to your team.

CONTROL & RELIABILITY

Supplier document collection

Save invoice attachments with naming rules and metadata.

Photo collection from field teams

Collect original photos in SharePoint and organize them for manual review.

Email Processing LogIllustrative preview
Search documents…Filter
MessageDestinationStatus
Supplier invoiceInvoicesSaved
Field team photosSite PhotosSaved
Project attachmentProjectsReview
Duplicate attachmentProcessing LogFlagged
DELIVERY & HANDOVER

Practical outputs your team can maintain.

1

Mailbox filters and intake flow

Agreed during discovery and reviewed with your team before handover.

2

Document storage and metadata rules

Agreed during discovery and reviewed with your team before handover.

3

Duplicate handling and error notifications

Agreed during discovery and reviewed with your team before handover.

FREQUENTLY ASKED QUESTIONS

Email Automation FAQs

Have a specific requirement? Let’s discuss your setup.

Can you work with our existing systems?

We review your environment, access and current setup before confirming the integration approach.

How is the scope agreed?

We define deliverables, responsibilities and acceptance criteria after discovery.

How long will the project take?

Timing depends on scope, source access and review availability. We provide an estimate after requirements are clear.

What happens after delivery?

Documentation and handover are included in the agreed scope; ongoing support can be arranged separately.