Archivist
Gives documents a proper name and files them in the right place in SharePoint, OneDrive or Drive.
Saves, estimated: ± 2 hours a week, and everything findable
Archivist is an AI agent from Altramano for documents and communication. An AI agent does a task that involves reading, assessing or writing, such as assessing an enquiry or drafting a reply. It puts it in front of you, or does it itself if you want it to.
What it does
- Reads a document that arrives by mail or in an inbox folder.
- Recognises what it is: an invoice, a contract, a drawing, a certificate.
- Names it according to your rules, with date, customer and type.
- Puts it in the right folder and reports a document that belongs nowhere.
An example
- In
- A mail with three attachments: a signed quote, an inspection report and a photo.
- Out
- Three files with a tidy name in the customer folder, each in the right subfolder.
Integrations it uses
Microsoft SharePointFiles, folders and list items in SharePoint, with triggers on new files.
Microsoft OneDriveRead, upload and move files and folders in OneDrive, with a trigger on a new file.
Google DriveRead, upload and move files and folders in Google Drive, with a trigger on a new file.
DropboxRead, upload and move files and folders in Dropbox.
GmailFind, send and answer mail in Gmail, with a trigger on new mail.
Microsoft OutlookFind, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.
Where the limit lies
It moves and renames; it never deletes anything. A document it is unsure about it sets aside.
Templates it bundles
| Sjabloon | Soort | What it does |
|---|---|---|
| Post and PDF → classify and file | automation | Scanned post and PDF attachments are recognised (invoice, contract, letter) and put in the right OneDrive folder. |
| Photos and documents → customer folder | automation | Attachments from mail with a work order number in the subject land in that customer's folder automatically. |
| Attachments from mail to a folder | automation | Every attachment arriving in your mailbox is put into a folder on OneDrive by itself. |
Frequently asked questions
How does it know my folder structure?
You show it the structure and give the rule for file names. It sticks to that.
Does it delete duplicate files?
No. It reports a duplicate, and you decide.
Does it work with old files too?
Yes. You can give it a folder of old files to tidy, step by step and with an overview of what it did.