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Use Case

All Use Cases

CT

Correspondence Tracking

The bot is designed to extracting information from an email to a tracking spreadsheet. It send the initial correspondence and follow-up emails until the requested correspondence is received.

Industry:

All Industries

Function:

All

Steps

  1. Login to email application.
  2. Read and enter information from the email into a Google Spreadsheet to start the tracking process.
  3. Send email response confirming receipt of initial information and update spreadsheet.
  4. Check email for response at every pre-determined interval.
  5. If no response, send follow up email and update tracking sheet.
  6. If requested correspondence is received, update spreadsheet and mark complete.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

Microsoft Office 365
Microsoft Office 365
Google Sheets
Google Sheets

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