Automates the archiving and workflow management of document-related emails.
Document ProcessingAutomates the archiving and workflow management of document-related emails.
Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.
Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.
subject contains: archive request, document submission, retention policy, compliance audit OR from: documents@company.com, compliance@, @recordkeeping.org
1. Search documents for matching retention policies and compliance guidelines. 2. If subject mentions 'archive request' or 'document submission', forward the email to records@archiving.com with appropriate category label (e.g., financial, legal, HR). 3. For 'compliance audit' requests, forward to compliance@archiving.com marked as urgent. 4. Reply to sender confirming receipt of their request, providing expected processing timeframe. 5. Label email with 'archiving-pending' and mark as read.