[2] Import Documents Via Email

Last modified by admin on 2024/01/11 18:11

Note: This feature is not available now.

From this article you will learn:

  • What is Email Inbox in akaBot Vision
  • How to set up Email Inbox
  • How to send emails to your akaBot Vision’s Email Inbox and process them in akaBot Vision

1. What is Email Inbox in akaBot Vision?

Our intelligent email inbox is the easiest way for your vendors and customers can send documents to akaBot Vision. The following are the benefits of using akaBot Vision’s email inbox:

  • Easy and direct document transfer from vendors
  • Rejecting documents in akaBot Vision with an email notification sent directly to the sender’s email address
  • The possibility to auto-reply to specific emails

If you don’t need akaBot Vision's email inbox in your workflow, you can upload documents manually or via the API.

2. Setting up email inbox

Step 1: Each pipeline has its own email inbox. Open it by going to a specific pipeline’s configuration. There are 2 ways to go to the pipeline's configuration:

  • Staff can go to specific pipeline and click "Configuration" button 

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  • Or staff can go to Settings and choose the pipeline needed to be set up email inbox

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Step 2: Choose tab "Input"

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Step 3: If staff want to use the email input function. Staff can choose the email name on the box and then click "Create mail" button

Note: akaBot Vision give a default email, staff can use it or can edit the mail name to others. However, staff will never edit the mail name after clicking "Create mail" button.

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Step 4: Set up sender allowlist and denylist. Staff can turn on the button Allowlist or denylist to set up email 

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Step 5: Click "Save" button to complete email setting 

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3. How to send emails to your Email Inbox and process them in akaBot Vision

You must first know the pipeline’s unique email address to start using the email inbox. You will find and copy it in the pipeline's configuration: Pipeline Configuration -> Input then send it to your vendors, who can send invoices directly to the selected pipeline

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Note: akaBot Vision also notifies the sender of emails without processable attachments. When your vendors forget to attach documents, akaBot Vision can automatically reject such emails and automatically reply to that email to notify to user

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