Email Integration
Every attachment, filedthe moment it arrives.
Invoices, contracts, and receipts arrive as attachments and stay in the inbox, named by whoever sent them. Connect Gmail or Outlook, say where things go, and every attachment is read and filed from then on. The ones already there, too.
Free to start
What you can ask
Say where things go
Each sentence becomes a workflow that runs on every attachment that arrives after it.
- File every attachment from my accountant under Finance, by yearEach one is read and filed by the year on the document, not the date it was sent.
- Save contracts from legal@partner.com under Contracts/ActiveAttachments from that sender that are contracts land there, named by the parties.
- When an invoice is over $5,000, ask Dana before filing itThe workflow reads the total and stops for a person when it crosses the line.
- Tell #ap in Slack when an invoice has been filedA message with the file and where it went, every time.
- Rename every invoice that lands in Finance to vendor, date, and amountNames come from what the invoice says. Undo puts the old name back.
- Import every attachment from the last three years of GmailOne run through your history, filed by the same instructions.
Workflows
Say it once. It runs on every file that arrives after that.
Décrivez la tâche une fois. Chaque nouveau fichier est lu et classé au bon endroit, d'où qu'il vienne.
You see every step before it runs, and any run can be replayed.
How it works
Connect it. Say where. It files.
Connect Gmail or Outlook
Sign in with the account. The connection reaches attachments and who sent them, not the body of your email.
Say where things go
One sentence per job, in plain English. The workflow is built from it, and you see every step before it runs.
It runs on every attachment
Each one is read and filed where it belongs. When the workflow is unsure, it asks a person, and any run can be replayed.
FAQ
Questions answered
Never file an attachment by hand again.
Connect Gmail or Outlook, and say where things go.