A document from any channel joins one queue with its type and owner within seconds — 3–5 hours a week of sorting the inbox go away. The intake becomes a single point.
Someone opens each message, works out which team it belongs to, forwards it and files the attachment. It is pure overhead and it happens every day.
The routing rules exist only in one head. Holidays and sick days show up as a backlog and a missed deadline.
Asking whether a document was received means searching a mailbox. There is no register, so there is no answer.
Shared mailboxes, scanner output folders, cloud drives and portal downloads are watched in one place.
The agent determines type — order, invoice, complaint, contract, delivery note, CV — along with sender, reference numbers and dates.
Classification drives the destination: a team, a folder, a ticket, a CRM record, or all four. Rules are written down and versioned instead of remembered.
The document is stored where it belongs, renamed to your convention, and written to a register that answers "did it arrive, and when".
Unknown types and ambiguous cases go to a person with the agent’s best guess attached, and the resolution feeds back into the rules.
We build in your stack rather than moving you onto ours. The list below is what this solution most often connects to — other systems are a scoping question, not a blocker.
In practice, as many as you can describe with examples. Accuracy depends on how distinguishable the types are, not on the count — twelve clearly different types are easier than three that look almost identical.
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