How to automatically save emails and attachments into records
Do you receive contracts, invoices, purchase orders, or customer requests by email? You don’t need to download and retype them manually. Simply connect your email inbox to Aptien and it will automatically create a new project/job or a vendor invoice for approval in the correct binder. You’ll save time and never miss a customer email.
How automatic email fetching and record creation works
- Aptien includes a built-in extension for automatically creating records from incoming emails, including their attachments.
- Once you set up and activate the extension, items will be automatically created from messages received in the inbox you configured.
- You define which fields should be auto-filled from the email.
- After you start email fetching, records will be created automatically.
Where you’ll most commonly use automatic record creation
- Creating incoming vendor invoices for approval
- Creating purchase orders and new projects/jobs from incoming emails
- Creating candidate records
- Creating defect/incident reports for faulty products
- Creating reports for defective batches of medical devices
- Creating notifications for new CVE vulnerabilities