Gmail · Email
An inbox that reads, sorts and acts on its own.
Most business requests still arrive by email. Someone has to open each one, figure out what it is, download attachments and pass it along.
Where manual work happens
Great tool. Lots of work around it.
Opening and forwarding emails to the right person
Downloading attachments and re-typing details
Replying to the same questions again and again
Example automations
Watch Gmail work for you.
Three examples of what we could build around Gmail. Names and numbers are fictional.
Example 01 · Read & extract
Emails and attachments, read for you.
Incoming emails are read along with their attachments, and the key details are pulled into your systems.
- 1Email arrives
- 2More emails queue
- 3Attachment read
- 4Data recorded
- 5Sender acknowledged
ops@harborview.example
Signed work order attached
jamie@lakeshore.example
Quote request — 40 units
no-reply@carrier.example
Proof of delivery
Example 02 · Smart routing
Every request lands with the right person.
Each email is classified — sales, support, billing — and routed to the right person or tool with a summary.
- 1Email received
- 2Intent detected
- 3Owner chosen
- 4Task created
- 5Summary posted
Gmail
Waiting…
OLAM
Waiting…
Team
Waiting…
- 09:41Classified as billing
- 09:42Assigned to Dana
- 09:43Task added to board
0
Emails routed today
Example 03 · Document extraction
PDFs in, clean data out.
Contracts, forms and statements attached to emails are read and checked for the fields you need.
- 1PDF received
- 2Pages read
- 3Fields located
- 4Missing field flagged
- 5Sender asked
- Business name
- Tax ID
- Remit-to address
- Signature
Ready to automate the work around Gmail?
We review your process and tell you honestly what's worth automating.
Beyond this list
Don't see your platform listed?
These are just a few tools we work with. We also build custom automations for many other tools, internal systems, APIs and custom software.
Other tools
CRMs, help desks, ERPs, shipping and scheduling apps.
APIs
Any service with an API or webhook we can connect to.
Internal systems
Databases, shared drives and in-house tools.
Custom software
Older or one-of-a-kind systems built just for you.
Other platforms
Gmail is a trademark of its owner. Shown to identify the tool only; no partnership or endorsement implied.