AI-assisted
Email & Communication
Turn incoming emails into CRM leads
New inquiries in your inbox become complete CRM leads — and the right salesperson hears about it.
- 01Incoming email
- 02Extract details
- 03Create CRM lead
- 04Notify salesperson
Automation recipe · Email & Communication
Classify and route customer inquiries
Sort sales, support, billing and urgent messages automatically and send each to the right place.
Automate this process AI-assisted
Workflow
- 01Incoming message
- 02Classify topic & urgency
- 03Route to team
- 04Escalate if urgent
The problem
Every message lands in one place. Sales questions, support requests, invoices and complaints wait in the same queue until someone triages them by hand.
What the automation does
Incoming messages are classified by topic and urgency, tagged, and routed to the right team, queue or system — with urgent issues escalated immediately.
The benefit
Customers reach the right person sooner, and your team spends its time answering rather than sorting.
How it works
- 01
Messages from email and web forms are collected in one workflow.
- 02
An AI classifier assigns a category and urgency based on examples from your business.
- 03
Rules decide where each category goes — a queue, a person, a ticket or a CRM record.
- 04
Anything uncertain falls back to a human triage queue.
Human in the loop. Uncertain classifications go to a person; corrections improve future routing rules.
Often paired with
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Documents & Data Entry
Extract invoice data from PDFs into accounting software
Supplier invoices are read, validated and entered as draft bills — ready for approval.
- 01Invoice email
- 02Extract fields & lines
- 03Validate & match
- 04Approve
- 05Create bill
AI-assisted
Documents & Data Entry
Turn forms and documents into database records
Purchase orders, contracts, applications and forms become structured rows — no retyping.
- 01Document arrives
- 02Extract fields
- 03Validate
- 04Write record
- 05File & rename
Want this working in your business?
Every recipe is adapted to your systems and the way your team works. Tell us about your setup and we’ll suggest the simplest reliable approach.