Set Automize to watch the mailbox or folder. As each email arrives, it saves the attachments to the folder or SharePoint library you choose, and can rename them as it goes.
Attachments saved where they belong, emails sorted and answered, and the data inside them captured – with 56 Outlook actions.
Orders, invoices, statements and requests all arrive in one shared inbox. Someone opens each one, saves the attachment, forwards it, types the details into another system and files the email. It never ends, and things get missed.
Runs as each email lands in the mailbox or folder you choose. Automatic replies such as out-of-office messages can be skipped.
Downloads attachments into the right folder or SharePoint library, named the way you want.
Classifies it, moves it, flags it or sets a category, and pulls the details you need out of the body.
Replies, forwards, creates a task, or passes the data to the next step – your ledger, CRM or a spreadsheet.
Automize does the routine work and stops on anything that needs judgement. These always wait for someone on your team:
Try a document free right now, or have one of your real processes running in 7 days at a fixed price.