Multi-channel intake
How do I automate document intake from email, SFTP, API, and XML?
Use a multi-channel intake workflow that normalizes files and metadata from email, SFTP, API, and XML before classification, extraction, review, and export.
Workflow stages
#Email triage
Questions about routing inboxes, attachments, and sender-specific document submissions before extraction.
Inbox automation
How do I stop manually moving email attachments before document processing?
Set up rules that forward or route relevant emails into a document automation workflow, then let classification and extraction decide what each attachment needs next.
Pre-extraction triage
How do I automate document triage before data extraction?
Automate triage by identifying the intake source, classifying the document type, filtering irrelevant files, and routing each document to the right extraction path.
Email and attachments
Can AI extract data from both email body text and attachments?
Yes. A document workflow can capture information from the email itself and from attached PDFs, spreadsheets, or images, then combine the results into one reviewable record.