Meet your 24/7 Email Assistant
Stop downloading and printing attachments and let them file themselves.
Your email inbox is full.
Wouldn't it be amazing if all your invoices, applications, contracts, or requests could magically file themselves or notify your team of next steps? How much time would this save you?
With the DX Email Assistant, you can cut your email and filing time in half, giving your AP, HR, or legal team the documents and data they need in real-time.
An assistant that won't break the bank.
This assistant works 24/7, costs less than your daily cup of coffee, and can monitor any number of email accounts. Plug in your numbers below to see how much you can save.
Think about the time it takes to read, download, forward, print, get signoffs, scan, and save invoices or requests... and then find it a year later.
WHAT'S IMPORTANT TO YOU?
Parse only what you want
Whether you want to archive every email in your inbox or emails based on specific criteria, you choose what to parse.
You can import the body of the email and/or attachments... even attachments accessible through a hyperlink.
SET IT AND FORGET IT
Tell it where to go
Define where documents go next. They can go to a folder to be reviewed or automatically filed based on the information on the document.
AUTOMATE NEXT STEPS
Notify your team in real-time
Now that you have the document, and the data that matters, route it to the right person with next-step tasks.
By creating repeatable, scalable processes, you can grow your business. Focus on client attention, attribution, and growth rather than paper pushing and data entry.
Harness Automation to
Scale Your Business
Pricing
See an ROI in your first week when your Email Assistant cuts manual steps in half.
Annually
For businesses processing documents daily.
- Custom
Let us set it up for you!
Description | Item | Quantity | Price |
|---|---|---|---|
Email Assistant Consulting | $189 | 1 | $189 |
POPULAR USE CASES
Create personalized, scalable business processes for your daily activities.
Accounts payable teams spend hours importing, scanning, printing, rescanning, chasing down approvals, and double and triple verifying records. Creating an automated AP process allows your team to manage growing demands with a repeatable, scalable process.
1 - Monitor Email Inbox
Set DX to monitor your Accounts Payable inbox and parse emails and attachments for vendor bills.
2 - Index and Sort
Extract the essential fields in the invoice, like company, due date, amount, and invoice number, and automatically file it away. LEARN MORE ABOUT AI CAPTURE
3 - Custom Approval Routing
Based on the invoice data, route to the right team member to perform approvals or verify associated Purchase Orders or Packing Slips.
4 - Process Payment
Connect DX to your accounting software to generate a transaction, skipping the double data entry.
And because this all takes place within your document management system, it's securely stored, versioned, and timestamp tracked.
You're constantly collecting data from employees, clients, and vendors. Form submissions are a quick and easy method to collect data. Connect to the form collection software you're already using and create scalable workflows to manage the next steps all within DX.
1 - Monitor Form Collection
Set DX to monitor your Form Collection provider, like SmartSheets and parse the data and attachments from applicants.
2 - Index and Sort
Extract the essential fields in the form, like name, date of birth, custom responses, and attachments, then automatically file it away.
3 - Custom Review Routing
Based on the responses, route to the right team member to perform reviews, schedule appointments, or send contracts for digital signature.
And because this all takes place within your document management system, it's securely stored, you have total control over who can access which documents, and every action is tracked.
Ensure you have up-to-date ID cards from employees and vendors. DX can send reminders to update IDs before they expire and automatically monitor an email account for attachments of ID cards and store them in the correct folder.
1 - Monitor Email for ID Collection
Set DX to monitor your email inbox for attachments containing images of IDs.
2 - Index and Sort
Extract the essential fields on the ID, like name, date of birth, address, issuer, and expiration date. Then, automatically file it away to their existing file, or create a new file if one doesn't already exist.
3 - Set Reminders
As IDs approach their expiration date, set an automated email reminder to request a new ID. IDs not updated within your set threshold can be escalated to a team member to take action.
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