AI Automate
Your documents live in a dozen different places. AI Automate brings them into one intelligent search, then reads, routes, and verifies them for you — so nothing sits unfiled in an inbox again.
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UNIVERSAL AI SEARCH
One search bar.
Every source you already use.
Stop hunting across drives and inboxes. Connect the places you already store documents, and search filenames, full text, and meaning — all from a single box.
Ask naturally
Type a plain keyword or question — no exact phrasing required.
Filter by type or source
Narrow results to PDFs, Word, Sheets, Slides, or images — or to a specific connected source — in one click.
Finds it, however it's written
Matches the exact passage and highlights it — even when it's buried on page five of an 8MB proposal, or baked into a screenshot or figure instead of typed text.
Pulled from every source
Results already include files sitting in SharePoint and Outlook — nothing to import first.
END-TO-END AUTOMATION
Automate your document workflow, end to end
From inbox to organized, verified documents — no manual work required.
Define the rule
Match emails by subject, sender, or content — then set where matched attachments get filed, including dynamic folder patterns like {yyyy}/{MM}.
Let it watch your inbox
Connect a mailbox and folder — the job runs on its own schedule and shows exactly what it's filed.
Find it, already filed
Attachments land exactly where the rule says — sorted by report, year, and month, automatically.
HOW IT WORKS
Every source, one index, no manual filing
AI Automate quietly does the filing work behind the scenes — pulling documents in, understanding them, and sending them where they belong.
"One combination — intelligence plus control — that's what makes it different."
Instead of manually sorting, routing, and filing every document that lands in your inbox, AI Automate reads, organizes, and files it for you — automatically.
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