Document Intake
Detect an attached invoice, PO or trade document and send it to MicroExtract while keeping the email and sender context attached to the workflow.
Operational email automation
Turn incoming email into structured work.
Answer in brief
Turn operational email into structured work with context, routing, controlled AI actions, human escalation and system updates using MicroPlatform.
Shared inboxes often contain support requests, documents, approvals, supplier communication and customer questions mixed together. MicroPlatform treats email as an operational trigger that can be classified, linked to context and routed into the correct workflow.
Email to Action
The inbox should not be the workflow engine.
MicroNerve can represent the state and ownership of the work while MicroAgenX handles bounded interpretation or action and MicroExtract processes attached documents when needed.
1. ReceiveEmail arrives in a monitored operational mailbox or connected support flow.
2. ClassifyIdentify the request type, sender, urgency, related customer or business process.
3. Attach contextLink the message to the relevant ticket, CRM record, supplier, document workflow or prior thread where available.
4. RouteSelect the appropriate workflow, system, agent or human owner.
5. ActPerform a permitted update, process an attachment, draft or send a controlled response, or request human action.
6. RecordKeep the outcome and ownership state outside the inbox so the work remains trackable.
Common email patterns
Support Request
Create or update a ticket, classify the issue and route the case to the correct AI or human support path.
Approval Reply
Capture a known approval or decision response and update the workflow state without relying on someone to manually copy the result.
Supplier Follow-up
Track missing information and allow a bounded agent to send or prepare routine requests according to the workflow rules.
Customer Enquiry
Identify the customer and request type, then connect the conversation to CRM or service context before replying or escalating.
Internal Operations
Route recurring administrative requests into structured tasks instead of leaving them buried in individual inboxes.
Control model
Automate email actions only when the workflow knows what they mean.
Not every message should receive an autonomous response. The platform can separate safe routine actions from messages requiring business judgement or sensitive communication.
Auto-processKnown document types or repetitive requests with clear routing and data requirements.
Draft for reviewPrepare a response but require a person to approve before sending.
Send within policyAllow automated communication only for approved categories and templates or rules.
EscalateTransfer sensitive, unclear or high-impact conversations to a person with context attached.
TrackRepresent ownership and completion in the workflow rather than relying on read/unread status.
Email workflow assessment
Show us the inbox that has become an operations queue.
Share the email categories, attachments, systems, repetitive actions and messages that must stay under human control.