Demonstration example. Company, products and data are not real.
Simulation in your browser: nothing is sent or saved.
Automations · Incoming email
The morning’s email, sorted to the right team.
Remove or change the emails, write one of your own, then start the flow. Each email is read and passed to whoever deals with it, with the reason beside it; when the flow is not sure, it stops and asks you.
Shared inbox
Example rules
- Example records
Customers · Valdora Meccanica, Ferrolago Impianti
Suppliers · Tempravia Trattamenti
- Orders in the management system
- ORD-2318Valdora Meccanica · delivery 14 November
- ORD-2290Ferrolago Impianti · delivery 20 October
- Where each email goes
- OrdersSales
- Requests for quotationSales
- InvoicesAccounts
- ComplaintsQuality and support
- Suspicious messagesQuarantine
- Doubtful emailsTo clarify · the front office decides
- Replies
- No reply goes out on its own: drafts wait for a person.
The words the flow recognises
Strong words decide on their own; weak words, on their own, are not enough.
Order
Decide: «order confirmation», «confirm the order», «confirm our order», «delivery date», «purchase order», «we would like to order»
Point to: «order», «orders», «delivery»
Request for quotation
Decide: «request for quotation», «quotation», «quote», «best price»
Point to: «price», «prices», «drawing»
Invoice
Decide: «invoice», «invoices», «credit note»
Point to: «due date», «amount», «payment…», «bank transfer»
Complaint
Decide: «complaint», «late», «overdue», «defective», «faulty», «wrong», «damaged», «has not arrived», «have not arrived», «non-conforming»
Point to: «problem», «problems», «do not add up», «don’t add up»
Suspicious
Decide: «click here», «credentials», «new bank details», «bank details», «changed bank», «account suspended», «you have won»
Point to: «urgent», «today»
Example records, orders and rules: we write yours together.
The flow · Demonstration example
Change the data, then start the flow. It stops where a decision is needed: that one is yours.
01 Input
02 Understanding
03 Rules and context
04 Automation
05 Human judgement
06 Action
07 Record
Change the data, then start the flow. It stops where a decision is needed: that one is yours.
What you gain
- 01
Your email is sorted before anyone opens it: each message reaches the right team with a summary and the reason for the choice.
- 02
Complaints do not get lost among the other emails: they go straight to whoever deals with them, with the order they refer to.
- 03
Doubtful emails are not sorted at random, and suspicious ones stay in quarantine instead of reaching your accounts team.
- 04
No reply goes out without a person: the flow prepares the drafts, you decide.
A flow like this, on your process.
The rules, thresholds and roles in this example are invented. We write yours together, starting from a real case.