Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Save emailed records in the archive with their original names.
Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.
Convert incoming report PDFs and note cells that need checking.
Your teammate gets CSV files from your recurring report PDFs, plus a note showing which cells need a closer look.