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AutomationPost and PDF → classify and file

Classifying post and PDFs automatically with AI

Scanned post and PDF attachments are recognised (invoice, contract, letter) and put in the right OneDrive folder.

Post and PDF → classify and file is ready-made automation in Altramano for management and office: scanned post and PDF attachments are recognised (invoice, contract, letter) and put in the right OneDrive folder.

It works with Microsoft OneDrive and Microsoft Outlook.

Ready-made automation · department Management and office

What it does

Scan post to the mailbox or forward PDFs. This automation recognises the kind of document, gives it a tidy file name (date, sender, kind) and saves it to OneDrive. You get a daily overview.

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 classifying post and PDFs automatically work with AI?

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

Scan post to the mailbox or forward PDFs. This automation recognises the kind of document, gives it a tidy file name (date, sender, kind) and saves it to OneDrive. You get a daily overview.

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 management and office: the monthly report that makes itself, minutes that become actions, contracts that no longer expire. Those hours go into deciding on the strength of the report, instead of into making the report.

This department comes into play in construction and contractors, consultancies and business services and IT and software companies.

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 Post and PDF → classify and file?

Microsoft OneDrive and Microsoft Outlook and a Altramano environment.

Which department is Post and PDF → classify and file for?

Management and office, in industries such as construction and contractors, consultancies and business services and IT and software companies.

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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All 9 templates for management and office

Templates are updated in your Altramano environment.

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