Canadian Intelligence AgencyBook a free callOperation
Every attachment, filed.
An email arrives. The attachment is read, matched to its file, filed with a clear name, and logged. Anything unclear waits for a person.
The outcome
Every attachment filed to the right file by 9 am, every day.
A day in the life.
| 8:02 | an invoice arrived from a plumbing contractor; building, unit and work order read: Maple Court, unit 204, work order 318 | matched |
| 8:02 | filed to Maple Court / Unit 204 / Repairs with the work order, vendor and date in the name; copy queued in Accounting | filed |
| 8:04 | a signed lease renewal arrived; filed to the tenant file; the new term dates added to the building calendar for the manager to confirm | filed |
| 8:06 | a contractor's insurance certificate arrived; filed to Vendors / Insurance; it expires in 40 days, reminder set | filed |
| 8:09 | an inspection report arrived with 12 photos and no building named | review |
| 8:09 | sent to the review list with the two likely buildings | waiting |
| 8:40 | the property manager filed it to Elm Street; move logged with her reason | corrected |
| 9:00 | morning summary: 19 filed, 1 reviewed, 0 failed | done |
- an inspection report arrived with 12 photos and no building namedDecide
- sent to the review list with the two likely buildingsDecide
Behind the curtain.
What a person sees
A short review list, once a day. Each item shows the document, the AI's best two guesses and one click to file it. A person's move is logged with a reason so the rule can be tuned.
What it may do alone
Files copies on its own. Never moves or deletes the original email. Never files money documents outside the accounting area.
Who answers for it
Runs under a service account with read access to mail and write access to the shared folders only. The log shows every file it touched and why. The owner can switch it off from the portal.
Whose work changes
The person who filed by hand now reads the review list (minutes, not hours) and corrects the rare miss.
- an inspection report arrived with 12 photos and no building namedDecide
- sent to the review list with the two likely buildingsDecide
These four questions are our doctrine. They are answered in writing for every system before it runs.
See this run on your files.
Book a free 30-minute call. We'll walk through this operation with your own documents, calls or prospects.
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