Assign emails and attachments to the right file

Service providers automatically file incoming emails and attachments in the right client or customer file

Needs setupAI Act: no extra obligationsSorting & assigningServices

Fits: Sales · Customer service · HR · Finance & accounting · Legal & compliance · Office, administration & casework

Incoming emails and attachments end up in the right client or customer file without anyone searching. Items with deadlines stand out on arrival and do not get lost in the inbox.

Is this for you?

  • You file many emails and attachments by hand every day, for example in a law firm, tax practice, property management company or insurance office.
  • Files have fixed identifiers such as a file reference, client or contract number, and you work with practice, industry or document management software.
First step today

Write a small file list with invented clients and six invented incoming emails, including one with a deadline and one with a mistyped file reference. Have them assigned with the template below and check whether the traps are spotted.

How to go about it

  1. Define files, identifiers and who is responsible
  2. Collect assigned emails as a test set
  3. Set up filing with fixed rules and AI
  4. Send unclear emails and deadline items to the office team
  5. Confirm suggestions in day-to-day work
  6. Analyse moved emails and update the rules

Templates to copy

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Included in the training

The complete guide

  • 6 steps explaining exactly what to do
  • 3 proven templates to copy into your own AI
  • Safe use: data, checking, deciding, informing
  • Pitfalls, effort and how to recognise success

With the training you get all 430 guides for as long as your access runs.

See the trainingOne-off per person, no subscription

Same approach, other use cases

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G-DL-02 · Legal status 08.10.2026