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Save Email and Attachments
File marked messages and attachments in a shared archive
Use this Agent instantly or customize it - no programming needed
- Marked messageMarked message
Your filing mark starts a run for that email and identifies the message to archive.
- Email copyEmail copy
Your full email preserves the message, subject, sender, and received date for the archive.
- File attachmentsFile attachments
Your file attachments include their original filenames and contents, excluding inline images.
- Filing marksFiling marks
You choose which mark starts filing and which one shows an email was filed.
- Archive locationArchive location
You choose the parent folder where each message's dated archive folder goes.
- Filing ownerFiling owner
You choose who receives the folder link or an email about a filing problem.
Your email service reads marked emails and attachments, then marks them filed and sends their folder links.
- Filing problem emailFiling problem email
Your filing owner gets an email explaining why the marked message still needs attention.
- Filing problem emailFiling problem email
Your filing owner gets an email explaining why the marked message still needs attention.
- Archived correspondenceArchived correspondence
Your message.eml and attachments sit together in one folder under their intended filenames.
- Folder link emailFolder link email
Your filing owner receives the folder link with the email's subject, sender, and attachment count.
- Filing problem emailFiling problem email
Your filing owner gets an email explaining why the marked message still needs attention.
- Filed markFiled mark
Your source email shows its filed mark after the folder and link email succeed.
This Agent waits for you to mark an email for filing. It checks the message and saves it with its attachments in your shared archive. It emails the folder link to your filing owner.
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GmailUsed as:
- Email service
Gmail reads marked emails and attachments, then marks them filed and sends their folder links.
- Shared archive
Gmail finds each message's folder, saves its email and attachments, and provides its link.
Microsoft OutlookUsed as:
- Email service
Microsoft Outlook reads marked emails and attachments, then marks them filed and sends their folder links.
- Shared archive
Microsoft Outlook finds each message's folder, saves its email and attachments, and provides its link.
ZoomUsed as:
- Email service
Zoom reads marked emails and attachments, then marks them filed and sends their folder links.
- Shared archive
Zoom finds each message's folder, saves its email and attachments, and provides its link.
Microsoft Office 365Used as:
- Email service
Microsoft Office 365 reads marked emails and attachments, then marks them filed and sends their folder links.
- Shared archive
Microsoft Office 365 finds each message's folder, saves its email and attachments, and provides its link.
Zoho MailUsed as:
- Email service
Zoho Mail reads marked emails and attachments, then marks them filed and sends their folder links.
- Shared archive
Zoho Mail finds each message's folder, saves its email and attachments, and provides its link.
Microsoft ExchangeUsed as:
- Email service
Microsoft Exchange reads marked emails and attachments, then marks them filed and sends their folder links.
Made for your industry
Save Email and Attachments is made for businesses in these industries.
- Consulting
Keep client project emails with their attached files for later review.
Show all Agents for the Consulting industry - Financial Services
Archive client emails with attached documents for account review.
Show all Agents for the Financial Services industry - Government
Keep case correspondence and attached files together for staff review.
Show all Agents for the Government industry - Legal Services
File case emails with their attachments for later matter review.
Show all Agents for the Legal Services industry - Insurance
Keep claim emails and their attachments together in a shared folder.
Show all Agents for the Insurance industry - Accounting and Bookkeeping
File client correspondence beside its original supporting files.
Show all Agents for the Accounting and Bookkeeping industry - Private Investigation
Archive case emails alongside their attachments for investigators.
Show all Agents for the Private Investigation industry
Made for your role
Save Email and Attachments is made for people in these roles.
- Administrative Assistant
Archive marked correspondence and send the folder link to its owner.
Show all Agents for the Administrative Assistant role - Document Controller
Store the original email beside each named attachment.
Show all Agents for the Document Controller role - Legal Administrator
Save complete client emails beside their attached documents.
Show all Agents for the Legal Administrator role - Account Coordinator
Keep client emails and attached files together for handoffs.
Show all Agents for the Account Coordinator role - Paralegal
File client emails with their attachments for case review.
Show all Agents for the Paralegal role - Client Services Manager
Get a folder link to each filed client email and its attachments.
Show all Agents for the Client Services Manager role - Records Manager
Preserve each marked email with its original attachments in one folder.
Show all Agents for the Records Manager role - Claims Adjuster
Keep claim correspondence and its attached files together for review.
Show all Agents for the Claims Adjuster role - Case Coordinator
Keep each case email with its attachments in one review folder.
Show all Agents for the Case Coordinator role
Made for your department
Save Email and Attachments is made for people in these departments.
- Client Services
File client exchanges with attachments and share the folder link.
Show all Agents for the Client Services department - Administration
File marked correspondence and send owners the archive link.
Show all Agents for the Administration department - Legal
Archive marked client emails with their attachments for matter review.
Show all Agents for the Legal department - Document Control
Preserve original email files beside their named attachments.
Show all Agents for the Document Control department - Accounting
Keep client correspondence beside its attachments for bookkeeping review.
Show all Agents for the Accounting department - Records Management
Save full emails with attached files in one shared folder.
Show all Agents for the Records Management department - Claims
Keep claim emails and their attachments together for file review.
Show all Agents for the Claims department - Case Management
Keep case emails and their attachments together for review.
Show all Agents for the Case Management department
How Save Email and Attachments works
5 steps, in order, on every run.
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Check the filing markRead the changed email and confirm your filing mark is present. Skip messages already marked filed.
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Collect the email and attachmentsDownload the complete email and its file attachments. Keep their original filenames for the archive.
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File everything togetherFind or create a folder for the message in your shared archive. Save the email as message.eml beside its attachments.
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Send the folder linkReplace the filing mark with your filed mark. Email the filing owner the folder link and details about the message.
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Flag files that need reviewLeave the email marked for filing if an attachment cannot be saved. Tell the filing owner what needs review.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or Zoom.
6 tools
- Choose the mailbox and the mark that means a client or case email is ready for filing.
- Choose the shared archive's parent folder and a separate mark for messages successfully filed.
- Provide the filing owner's email address for the archive link.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Save Email and Attachments:
You choose the mailbox, both marks, and archive parent folder. You also provide the filing owner's email address.
The email stays marked for filing. Your filing owner gets a notice and can decide whether to keep the email alone.
The email stays marked for filing. Your filing owner hears what needs review, such as a missing filename or failed download.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.