Saving attachments from the mail automatically with AI
Every attachment arriving in your mailbox is put into a folder on OneDrive by itself.
Attachments from mail to a folder is ready-made automation in Altramano for daily work: every attachment arriving in your mailbox is put into a folder on OneDrive by itself.
What it does
What you need
How does saving attachments from the mail automatically work with AI?
Do you get invoices, receipts or documents as attachments by mail? This automation puts every new attachment into a folder on your OneDrive, with the file name from the mail. You no longer have to download or drag anything. Want attachments from one sender only? Then fill in the email address in the settings.
Read what an AI agent does for your teamWho it's for
How to install it
- Choose the template in your environment under Templates.
- Point at the integrations it needs and fill in at most three settings.
- Test with an example, read the run back and say yes before it goes live.
The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.
Frequently asked questions
What do I need for Attachments from mail to a folder?
Microsoft OneDrive and Microsoft Outlook and a Altramano environment.
Which department is Attachments from mail to a folder for?
Daily work, in industries such as healthcare practices and providers.
Does anything go out without me seeing it?
Everything that goes out is set to approve first by default. You can switch that step off per automation once you trust it.
What if something goes wrong?
The run stops, you get a notification, and in Runs you see step by step what happened. The manual names the errors you may meet, with cause and solution.
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