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AutomationPhotos and documents → customer folder

Attachments into the customer folder automatically with AI

Attachments from mail with a work order number in the subject land in that customer's folder automatically.

Photos and documents → customer folder is ready-made automation in Altramano for operations and planning: attachments from mail with a work order number in the subject land in that customer's folder automatically.

It works with Microsoft OneDrive and Microsoft Outlook.

Ready-made automation · department Operations and planning

What it does

Mail photos or documents with the work order number in the subject to the folder you choose. This automation saves the attachments to OneDrive with the work order number in the file name.

What you need

  • Microsoft OneDrive — read, upload and move files and folders in OneDrive, with a trigger on a new file, connected through logging in to the service.
  • Microsoft Outlook — find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail, connected through logging in to the service.

How does attachments into the customer folder automatically work with AI?

An automation runs in your own environment with fixed steps, the same every time.

Mail photos or documents with the work order number in the subject to the folder you choose. This automation saves the attachments to OneDrive with the work order number in the file name.

Microsoft OneDrive: read, upload and move files and folders in OneDrive, with a trigger on a new file. Microsoft Outlook: find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.

Read what an AI agent does for your team

Who it's for

For operations and planning: work orders, briefings and materials: the back and forth between the office and the field. Those hours go into steering the day when something changes, instead of into sending briefings and work orders around.

This department comes into play in installation companies, construction and contractors, manufacturing, transport and logistics, architects and engineering firms, cleaning and facilities, landscaping and grounds maintenance and car dealers and garages.

How to install it

  1. Choose the template in your environment under Templates.
  2. Point at the integrations it needs and fill in at most three settings.
  3. 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.

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Frequently asked questions

What do I need for Photos and documents → customer folder?

Microsoft OneDrive and Microsoft Outlook and a Altramano environment.

Which department is Photos and documents → customer folder for?

Operations and planning, in industries such as installation companies, construction and contractors and manufacturing.

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.

More for operations and planning

SjabloonSoortWhat it does
Materials and purchasing → approval → supplierautomationA materials request goes to the supplier as an order once approved.
Materials questions (price list)AI agentAn assistant that answers materials questions from the price list and catalogues in its knowledge base.
Approve additional workautomationAdditional work from an engineer goes past the planner first and then to the customer as a confirmation.
All 11 templates for operations and planning

Templates are updated in your Altramano environment.

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