Documents and intake
Can information from email attachments go into my business system automatically?
Yes. A workflow can watch an approved inbox, identify the attachment type, extract or read the needed information, validate it, and create or update a record in the destination system. Keep controls for unexpected file types, duplicate attachments, and missing information.
What to check
- Which inboxes and file types are allowed?
- How will duplicate attachments be detected?
- What should happen when extraction is incomplete?