Help finance, ops, and admin teams stop digging through their inbox for documents by turning every email attachment into a filed, searchable record automatically.
What's Included
- Inbox monitoring agent: Watches for emails with attachments and triggers the moment one lands.
- Smart file reader: Uses AI to detect document type, vendor, date, and amount from each PDF or image.
- Storage routing: Sends files to the correct folder in your connected storage via 100+ integrations.
- Log and notify: Records each filed document in a Taskade project and pings your team when something needs review.
How To Use
- Connect your email and cloud storage accounts to Taskade.
- Set folder rules by document type, sender, or keyword.
- Let the agent read incoming attachments and file them with clear names.
- Review the filing log and approve any items the agent flags as uncertain.
Pair this with a document workflow agent or browse more email automations to keep every record organized without manual sorting.