Process Automation · BPODeployed
Email Workflow Automation
Turn an overflowing inbox into executed work.
Agents read incoming email, derive intent, apply your business rules and complete the action in the target system — invoices into QuickBooks, POs into your CRM, and more.
The problem
Back-office and BPO teams spend hours reading email, extracting data, and re-keying it into finance, CRM and ERP systems. It's slow, error-prone and doesn't scale.
How it works
The agentic flow, end to end — one per use case.
Invoice → QuickBooks
01Email + attachment
02Extract invoice data
03Validate against rules
04Create bill in QuickBooks
CSV → target system
01Email + CSV
02Parse & map fields
03Transform to schema
04Push to third-party / custom system
Purchase order → CRM
01Email + PO
02Extract line items
03Match account
04Create order in Sales CRM
Scheduling → calendar
01Email request
02Detect intent & slots
03Check availability
04Create shared-calendar event
Use cases
- Accounts-payable invoice capture
- Order intake from emailed POs
- Recurring CSV data loads
- Meeting & scheduling triage
- Extensible to your own email → action flows
Human-in-the-loop
Any low-confidence extraction or ambiguous action is queued for human review before it's committed.
At a glance
StatusDeployed
Channels
Email
Deployment
CloudOn-prem
Integrates with
QuickBooksSales CRMsGoogle / Microsoft calendarsERPs & ticketingCustom / third-party systems
Bring us a workflow. We'll bring back a system.
Tell us the workflow, the constraints, and where the data has to live. We'll tell you honestly whether an agent is the right fit.