Business owner: route inbound PDF attachments to intake

Business owners triaging operations inboxes miss PDF attachments buried in email, causing intake delays and compliance risk. This flow forwards PDFs to your intake system so ops staff can start processing.

Overview

Inbound PDFs buried in email create intake delays and compliance risk. Routing those attachments straight into your document intake system removes manual download and re-upload steps, so operations staff start processing immediately and missed intake events are eliminated.

Notable Features

Forward PDF attachments to intake
Filter non-PDFs and noise
Create centralized intake document records