Inbox automation agent: tame your inbox without triage

Why shared inboxes break down

A distributor's shared inbox is where quotes, POs, invoices, and shipping papers all arrive, and where they get lost. Important requests sink beneath newsletters and duplicates, attachments go missing, and staff burn hours every day sorting mail instead of moving orders.

What the agent does

The Inbox Automation agent sits on your existing inbox and brings order to it continuously:

• Classifies every message and attachment: PDFs, images, spreadsheets, and more are categorized by business intent the moment they arrive.
• Links mail to transactions: related messages and documents are grouped by the quote, order, or shipment they belong to, so you can follow a transaction across conversations.
• Surfaces what matters: critical requests are prioritized; duplicates and noise are cleared out of the way.
• Routes work forward: classified items feed downstream agents (extraction, order entry, quoting) or land in the right queue for your team.

How it fits your stack

Deployment does not disrupt your workflow: the agent works with your existing mailbox setup: no address changes, no forwarding rituals. It is an overlay that augments your system of record, not a replacement for your mail client or ERP.

What teams get back

Hours of daily sorting return to selling and service. Every document finds its place, every transaction has a visible thread, and the inbox stops being the place where work disappears.

• Rapid deployment from prebuilt templates
• Enterprise-grade security as volume grows
• Adaptive AI that learns your categories over time