Classify incoming requests
Identify the request type, urgency and responsible team.
AI agent solution
AI email automation
Turn incoming email into structured work. An AI agent can understand requests, read attachments, check business systems and carry out approved actions instead of leaving every step to a person.
In short
Turn incoming email into structured work. An AI agent can understand requests, read attachments, check business systems and carry out approved actions instead of leaving every step to a person.
Typical automation opportunities
Email → ERP or CRM
Extract order or customer data and create or update the right record.
Attachment processing
Read PDF, Excel or scanned files and validate key fields.
Controlled replies
Draft or send replies only when defined conditions are met.
Integration
Systems involved
Outlook, Gmail, Microsoft 365, Google Workspace, CRM, ERP, document storage and internal databases.
The technical method depends on the exact products, versions, hosting model and security requirements.
Where human control should remain
Approval and exceptions
The agent should stop when information is missing, the request is ambiguous, the amount is above a threshold or a business rule requires approval.
Traceability
Important actions should be logged with enough context to understand what happened and why.
Least privilege
The agent receives only the access needed for this one process.
FAQ
Yes. PDF, spreadsheets and scanned documents can be processed when the format and required fields are defined.
It can, but we usually define which replies are safe to send automatically and which must be approved by a person.
Next step
Show us one repetitive process.
We will review how it works today, which systems are involved and what can realistically be automated.