You are viewing limited content. For full access, please sign in.

Question

Classify email from data in subject line

Quick Fields Import Agent Laserfiche Cloud How To

Updated January 22, 2019

asked on January 22, 2019

Our client wants to use Import Agent to automatically ingest emails from a project@abcdef.com

We would like to automatically classify and store based on a 7 digit number in the email subject line

Has anyone done this?

Thank you

0 0

Replies

replied on January 22, 2019 • Show version history

I have done something similar with the Email Archiver component of Import Agent. All you have to do is configure it to use a regular expression to find the 7 digit number in the Subject.

Also, use the Email template to fill in the email details like this...

Then you can use a Workflow to retrieve the field values and classify and file according to the 7 digit number.

Let me know if you need any more detail on this.

0 0

You are not allowed to follow up in this post.

Sign in to reply to this post.

Asked January 22, 2019
Updated January 22, 2019
151 views