| If the inbound email contains an attachment |
If the sender email matches a customer CRM record |
Upload the attachment to the customer's folder on OneDrive |
| If the attachment contains the word 'CV' or 'Curriculum Vitae' |
The attachment is a PDF document |
Extract the PDF text content, parse it and save to a database |
| If a new quote PDF document is found on a folder on your system |
The extracted email address is not blank |
Send an email to the customer with the quote attached and schedule an automated follow-up email in 7 days time |
| If a scanned document is uploaded |
The document type is 'invoice' |
Extract the invoice details and update the accounting software |
| If a document contains the word 'contract' |
The document is dated within the last 7 days |
Store the document in the 'Recent Contracts' folder on the cloud |
| If an email contains an attached form |
The form is labeled 'application' |
Parse the form details and update the HR recruitment database |
| If a document is received from a specific email domain |
The document type is 'purchase order' |
Extract order details and update the inventory system |
| If a PDF document is found in a specific cloud folder |
The document contains the term 'NDA' |
Archive the document in the 'Legal Agreements' directory |
| If a document is uploaded to a portal |
The document is labeled 'medical report' |
Parse the report and update the patient's electronic health record |
| If an email contains a financial statement |
The statement is for the current fiscal year |
Extract key financial metrics and update the finance dashboard |
| If a document is received via FTP |
The document type is 'shipment manifest' |
Parse the manifest details and update the logistics tracking system |
| If a scanned image contains tabular data |
The image quality is above a certain threshold |
Convert the image to a spreadsheet and save to a designated folder |
| If a document is found in a shared drive |
The document contains the term 'confidential' |
Move the document to a secure storage location and notify the admin |
| If a document is uploaded by a vendor |
The document is labeled 'proposal' |
Extract key proposal details and update the procurement system |
| If a document contains handwritten notes |
The notes are in English |
Convert the handwritten notes to digital text and save in a notes database |
| If a document is received from a client portal |
The document type is 'feedback form' |
Parse the feedback and update the client satisfaction metrics |
| If a document is scanned and uploaded |
The document contains barcodes or QR codes |
Decode the barcodes or QR codes and update the relevant database |
| If a document is received via API |
The document type is 'tax document' |
Extract tax-related details and update the tax compliance system |
| If a document is found in a specific database |
The document is labeled 'warranty' |
Extract warranty expiration dates and set reminders for renewals |
| If a document is uploaded to a CRM |
The document type is 'client agreement' |
Parse key agreement terms and update the client's CRM record |
| If a document is received from a regulatory body |
The document contains compliance guidelines |
Extract key guidelines and update the compliance checklist |
| If a document is uploaded to a project management tool |
The document is labeled 'project plan' |
Parse project milestones and update the project timeline |
| If a document is received from a partner organization |
The document type is 'partnership agreement' |
Extract key terms and update the partnership database |
