March 4th, 2024

Improvement

Automation rules: New filter for attachments

We've enhanced our automation rules, enabling you to filter messages based on attachments and their specific types, such as PDFs and images.

Examples of usage

This improvement allows for seamless transfer of PDF invoices directly to your Billing department. Additionally, it facilitates the escalation of conversations to senior team members when receiving quotes or contracts for review.

Future developments?

Are you interested in taking your workflow to the next level? Imagine automatically extracting attachments and saving them directly to your preferred service, like Google Drive, QuickBooks, or any other.

If this sparks your interest, we'd love to hear from you! Please leave a comment below with the name of the service you use and describe how this feature could transform your day-to-day tasks. We're committed to listening to your needs and will prioritize our integrations based on your valuable feedback. Let's make our service work even harder for you.

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