Features

• Create or Update M-Files object on received email
  • Remove e-mail from inbox after import
  • Mark e-mail as read
  • Create Multi-File object
  • Upload original e-mail that triggered process
  • Extract attachments from e-mail and upload
  • Map e-mail parts to object properties
  • Automatically save e-mail conversation into selected object
• Advanced Email Filtering
  • Conditions – Match emails that should be run in process by sender, subject, content of email or attachment.
  • Exceptions – Exceptions are negated conditions. E.g. condition can be “If email contains”.
  • Exceptions is therefore “If email doesn’t contain”.
  • Classification – Based on defined filters and rules
• Advanced object mapping
  • Extract part of email and map to M-Files object properties (e.g. Subject + Sender)
  • Use regular expression (regex) language for extracting parts of emails and map to properties (e.g. “Email [12] Subject → extract “12” )
  • User can map sender’s address, To or Cc addresses, subject, email date, text body and HTML body to any property of M-Files object.
  • Object can be mapped from email but can also be set statically as fixed value
  • Lookup properties are supported. User can read value from email using advanced parsing and map to lookup property as value of lookup or ID lookup.
• Send automatic e-mail replies
  • Once object is created or updated as part of a process, user can configure automatic e-mail reply. Reply e-mail can contain fields from newly created M-Files object (e.g. result of a workflow) in Subject or Body.

Some Use Cases

• Support Ticketing System in M-Files
  • Challenge: How to manage tickets and ticket opening in M-Files
  • Solution: With M-Files E-mail Processor you can define that tickets are opened by sending an e-mail to support@yourcompany.com. M-Files E-mail Processor will then take information from an e-mail and create new ticket automatically in M-Files.
  • Automatic reply is sent to person that sent an e-mail.
  • Benefits: Automatic creation of “Ticket” object in M-Files. Your customer receives automatic response that you have received message.
• Human Resources and Job Applications
  • Challenge: How to manage all job applications that are received via e-mail?
  • Solution: With M-Files E-mail Processor you can define that every newly received e-mail to your hr@yourcompany.com that contains “Job Application” in subject should result with new “Job Application” object in M-Files. E-mail Processor will extract data from body of e-mail and store it in M-Files together with all attachments (CV, Letter of recommendation,..).
  • Benefits: Automatise repetitive tasks of creating object every time new job application is received.