Extract data, create and convert documents from multiple sources
ThinkAutomation is great at document processing. Parse email attachments and local files. Extract data, convert files, upload files and eliminate the admin that comes with document management.
You may only have a few core document processing needs. Or, you might want to incorporate automatic document processing within a larger workflow. Either way, ThinkAutomation can help.
Because ThinkAutomation uses conditional processing, your workflows can take whatever form you need. You simply set up rules (if this, then that), and ThinkAutomation executes them. For example:
| If | And | Then |
| If the inbound email contains an attachment | If the sender email matches a customer CRM record | Upload the attachment to the customer's folder on OneDrive |
| If the attachment contains the word 'CV' or 'Curriculum Vitae' | The attachment is a PDF document | Extract the PDF text content, parse it and save to a database |
| If a new quote PDF document is found on a folder on your system | The extracted email address is not blank | Send an email to the customer with the quote attached and schedule an automated follow-up email in 7 days time |
Documents can be attached to incoming messages or new files found in any folder
ThinkAutomation searches for keywords, identifies context and extracts key information
Triggered actions are then ran on the document for automatic processing
Ease your email admin with a free trial of ThinkAutomation
