Pain-free processing of your files and attachments.
- ThinkAutomation retrieves documents - which can be attachments to incoming messages or files on your PC.
- ThinkAutomation runs the document against pre-defined rules.
- It then runs conditional automations on the document, i.e.:
- Upload attachments to CRM accounts.
- Parse content from documents into DB fields.
- Extract and upload data from PDF attachments.
- Create mail merges with extracted fields.
- Export data from spreadsheets into DB tables.
- Push customer details into invoices.
- Upload files to Amazon S3 / OneDrive / SharePoint / Dropbox / local folders.
- Add attachments to outgoing messages.
- Attach files to tickets.
- Create custom reports.
- Upload attachments via FTP.
- Transform, copy and convert files.
- Create and print shipping labels with extracted data.
- And countless more.
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