Automation
Incoming invoice filing
Every invoice you receive by email filed in Google Drive, sorted by month and supplier.
€9 per monthWeekdays at 6 pm
AutomationAutomation
Client emails, filed
The agent recognizes your clients' emails in Outlook, saves each message as a PDF along with its attachments in the client's OneDrive folder (created if it doesn't exist) and keeps the correspondence history up to date.
Use this template
€49 per month, estimatedPrice confirmed before launch
What the agent does
Every 2 hours on weekdays
- 1Recognize. Emails from a known client.
- 2Archive. Message as PDF, plus attachments.
- 3File. In the client's folder.
Sample deliverable
23 emails archived today
- Groupe Valmy: 6 messages, 3 attachments (purchase order, plan, company registration certificate).
- New folder created: Clients/Maison Lenoir.
- PDF: Emails archived by client
Connectors
Outlook: read client emails
OneDrive: file messages and attachments
Already set up for you
- File names
- Date, sender, subject
What you'll be asked
- Which OneDrive folder holds your clients?
Who it's for
About 261 runs a month, simple task and 3 actions per run (generated files): Expert tier.
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Your inbox sorted every morning: to do, to read, to archive, with a summary.
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Plans or site surveys turned into a quantity takeoff and a detailed quote per trade, priced with your rate schedule.
€19 per monthOn every quote request