Automated document processing

Pain-free processing of your files and attachments

ThinkAutomation is great at document processing. Our software bots can parse email attachments, convert files, extract and upload data, and eliminate the admin that comes with file management.

1. ThinkAutomation gets the document

Documents can be attachments to incoming messages or files on your computer

2. Parses the document

ThinkAutomation checks the content and context of the document against pre-defined rules

3. Processes the document

Triggered actions are then ran on the document for automatic processing

Upload email attachments to CRM accounts

Parse content from documents into database fields

Convert PDF documents to image or text files

Extract and upload data from PDF attachments

Create mail merges with fields extracted from incoming messages

Upload email attachments to Dropbox

Export data from spreadsheets into database tables

Convert incoming emails into PDF

Extract content from Word documents into CRM records

Push customer details into PDF invoices

Convert Word attachments into PDF

Save incoming attachments to local computer folders

Upload files to Amazon S3

Add attachments to outgoing messages

Feed data into a CSV file

Render web pages as a PDF

Export a Word attachment as a JPEG

Upload documents and attachments to SharePoint

Attach files to a support ticket

Extract and print message content

Create custom reports that are saved as PDF

Rename attachments with field values extracted from the email

Append a unique timestamp to the saved filename

Unzip zipped attachments

Convert JPEG files to PDF

Upload incoming attachments via FTP

Save documents and attachments to OneDrive

Transform, copy and convert files

Create and print shipping labels with extracted data

And countless more

Hundreds of combinations

You may only have a few core document processing needs. Or, you might want to incorporate automatic document processing within a larger workflow. Either way, ThinkAutomation can help.

Because ThinkAutomation uses conditional processing, your workflows can take whatever form you need. You simply set up rules (if this, then that), and our software bots execute them. For example:

If

And

Then

If an inbound email contains an attachment

The sender details match a customer CRM record

Upload the attachment to the customer’s CRM account

If an attachment contains the word “CV” or “Curriculum Vitae”

The attachment is a PDF

Extract the PDF content into an editable Word document

If an email contains a Word document

The email is not from a known or trusted sender

Convert attachment into a secure PDF

Ready to automate your document processing?

Reduce your manual file admin with a free trial of ThinkAutomation.