Communication & Document ManagementPurpose
1.2. Automating attachment management to ensure timely, categorized archiving for brokers, underwriters, and claim processors.
1.3. Supports compliance automation, speeds up retrieval, and automates routing of documents through internal workflows.
1.4. Reduces manual paperwork and automates standardization across communication channels.
Trigger Conditions
2.2. File uploads via client-facing portals or web forms.
2.3. Messages received on SMS, messaging apps, or fax containing media or documents.
2.4. New or updated files found in predefined cloud storage folders.
2.5. CRM record creation/modification with files included.
Platform Variants
3.1. Microsoft Outlook
• Feature/Setting: Office 365 Mail API; automate mail reading and attachment extraction using “Get Attachment” and “Move to Folder”.
3.2. Gmail
• Feature/Setting: Gmail API, “Users.messages.attachments.get”; automate download and categorization by subject or sender.
3.3. Google Drive
• Feature/Setting: Drive API, “Files: list”, “Files: get”; automate scanning and classification of uploaded documents.
3.4. Dropbox
• Feature/Setting: Dropbox API, /files/list_folder and /files/download; automates retrieval and organization by directory.
3.5. Box
• Feature/Setting: Box API, “Get file”, “Move/Copy Folder”; automate attachment storage and folder assignment.
3.6. Slack
• Feature/Setting: Slack API, “files.list”, “files.sharedPublicURL”; automate capture of files in chats and categorize by channel.
3.7. Twilio SMS
• Feature/Setting: Twilio Programmable Messaging Media API; automate media attachment extraction from MMS/SMS.
3.8. Zendesk
• Feature/Setting: Attachments via Tickets API; automate attachment download from support interactions.
3.9. Salesforce
• Feature/Setting: Files Connect/API; automate attachment extraction from opportunity or case records.
3.10. HubSpot
• Feature/Setting: Engagements API, “Get attachments”; automate download from logged emails or tickets.
3.11. Freshdesk
• Feature/Setting: Ticket API “List Ticket Attachments”; automate retrieval and categorization per ticket type.
3.12. Intercom
• Feature/Setting: Conversation API, “List Attachments”; automates processing of customer-uploaded insurance docs.
3.13. WhatsApp Business
• Feature/Setting: WhatsApp Cloud API, “media endpoint”; automate media extraction from customer conversations.
3.14. Zoho Mail
• Feature/Setting: Mail API, /messages; automates attachment download and filing based on rules/tags.
3.15. OneDrive
• Feature/Setting: Microsoft Graph Files API; automate new upload detection and foldering by policyholder or claim.
3.16. Docusign
• Feature/Setting: Envelopes: List Documents; automate incoming signed insurance docs categorization.
3.17. PandaDoc
• Feature/Setting: Documents API, “List document attachments”; automates categorization of submitted eSign docs.
3.18. Evernote
• Feature/Setting: Notes API, “resources” endpoint; automate extraction of embedded insurance-related files.
3.19. Mailgun
• Feature/Setting: Routes/Inbound Parse API; automate extraction and routing of attachments from inbound mail.
3.20. Trello
• Feature/Setting: Cards API, “Attachments”; automate pulling attached files and assigning them to document queues.
3.21. Monday.com
• Feature/Setting: Files API, “assets query”; automate pulling documents linked to rental policy boards.
3.22. Asana
• Feature/Setting: Attachments API; automate file retrieval and sorting related to insurance tasks or projects.
Benefits
4.2. Automates and standardizes how insurance attachments are filed, found, and shared.
4.3. Improves compliance through automatable document classification and retention.
4.4. Reduces risk of manual error by automatedly routing correct files to proper locations.
4.5. Enables rapid customer service responses by automating information access.
4.6. Frees staff for higher-value, non-automatable tasks due to workflow automation.