Process email attachments
ThinkAutomation automatically saves, sorts, and processes your email attachments. First, you can create quick rules for factors such as attachment storage, file naming, and format conversions.
Then, using scripts, you can also set up more detailed workflows involving subsequent processing actions. This saves you time on manual processing, and allows for more efficient email handling.
Use case
A customer sends you a copy of their signed contract via email. ThinkAutomation retrieves the attachment, and automatically saves it to a specific folder on your file system. Then, it forwards the contract to a sales manager and adds a file note on the customer’s CRM account.