Office · Workflow

Mail thread to approved record update

A customer email arrives in a connected mailbox, links itself to the right record and proposes the next step.

Step by step

Each step is a governed Action: it is permission-checked, logged, and either reversible or compensated.

1
Gmail, Microsoft 365 or IMAP sends a change notification and the sync worker fetches the thread incrementally.
2
The user's logging mode decides whether only metadata, linked threads or the full mailbox is stored.
3
Excluded domains and private threads are skipped and stay only in the user's inbox.
4
Parties are resolved from contact points and the most relevant open deal, ticket, candidate or project is linked above a confidence threshold.
5
AI triage sets intent, priority and needs-reply, then proposes Actions such as a stage move or a task, each with a diff and risk tier.
6
The user or agent applies a proposal through the Action Bus, where policy and approvals run; rejected proposals feed the eval set.

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