How do I stop manually moving email attachments before document processing?

Direct answer

If operations staff are watching mailboxes, saving attachments, renaming files, and dragging documents into folders, the intake process should be automated before extraction is scaled.

A better workflow routes qualifying emails and attachments into a shared processing queue, captures sender and subject metadata, filters irrelevant attachments, and starts extraction without manual mailbox management.

What the workflow should include

Email intake should include sender rules, attachment filtering, duplicate detection, document classification, error handling, and a review path for documents that cannot be confidently processed.

This keeps human effort focused on exceptions and client follow-up instead of moving files from one place to another.

How Lido helps

Lido can receive documents from email-based workflows, extract data from attachments or email bodies, and send the results into the review or export flow the team already uses.

That helps turn a shared inbox from a manual bottleneck into an automated intake channel.

Example workflow

1. Identify the mailboxes and sender patterns that contain processable documents.
2. Forward or route matching emails into the automation workflow.
3. Classify and extract each attachment while filtering irrelevant files.
4. Send only exceptions to the operations team for manual review.