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Label, classify, and file incoming client emails automatically

Label, classify, and file incoming client emails automatically

Your inbox mixes client messages and invoices, leaving billing PDFs and client requests untriaged and hard to find. Get labels and attachments filed for quick review and same-day processing.

Label, classify, and file incoming client emails automatically

Overview

Tame a cluttered inbox and stop billing PDFs from getting lost in the shuffle. This flow classifies messages, applies consistent labels, and files invoice PDFs so billing staff can act and reconcile the same day.

Label, classify, and file incoming client emails automatically