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AI and Automation

Email Parsing & Routing

Turn inbound emails into structured data and the right next action.

Overview

What we deliver

We parse inbound emails, extract structured fields, and route each message to the correct system, team, or workflow with confidence scoring.

Shared inboxes drain time and slow response. We build email parsing and routing systems that read incoming messages, pull out the fields you care about, and send them to the right destination automatically. Our pipelines handle plain text, HTML, signatures, threaded replies, and common attachment formats such as PDFs and spreadsheets. We use a mix of rules, regex, and language models so the system stays accurate across senders and formats. Confidence scoring decides when to auto-process and when to flag for human review. We connect outputs to your CRM, helpdesk, ERP, or internal tools through APIs or middleware, and we log every step for audit. The result is faster triage, fewer missed messages, and clean data flowing into the systems your team already uses every day.

Fit Check

Built for teams like yours

Who it's for

  • Operations teams
  • Customer support leads
  • Sales operations
  • Finance and AP teams
  • Logistics coordinators

Pain points we solve

  • Shared inboxes overflowing with mixed requests
  • Manual copy paste from emails into CRMs
  • Missed or delayed responses to leads and tickets
  • Inconsistent tagging and routing across staff
  • Lost attachments and unprocessed orders
What's included

Capabilities

Everything we cover in this engagement.

  • Inbox ingestion via IMAP, Gmail, or Microsoft Graph
  • Field extraction with regex, rules, and LLMs
  • Attachment parsing for PDFs, CSVs, and images
  • Rule based and intent based routing
  • Confidence scoring and human review queues
  • CRM, helpdesk, and ERP integrations
  • Audit logs and error alerting
  • Reply drafting and acknowledgment automation
How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Discovery

We review inbox samples, volumes, and current handling.

02

Schema design

We define fields, routing rules, and edge cases.

03

Build

We develop parsers, connectors, and review interfaces.

04

Pilot

We run live traffic in parallel and tune accuracy.

05

Launch and support

We hand over, monitor, and refine over time.

What you get

Deliverables & outcomes

What you get

  • Email parsing pipeline
  • Routing rules and logic
  • CRM or helpdesk integration
  • Human review dashboard
  • Monitoring and alerting setup
  • Runbook and admin documentation

Outcomes you can expect

  • Faster triage of inbound messages
  • Lower manual handling cost per email
  • Higher data accuracy in downstream systems
  • Fewer missed leads and tickets
  • Clear visibility into inbox throughput
Timeline

4 to 8 weeks

Engagement

Monthly retainer, Project, Sprint

Tools we use

Microsoft Graph, Gmail API, n8n, Zapier, OpenAI

KPIs we track

Parsing accuracy, routing accuracy, time to triage, manual touch rate, throughput

Client stories

What clients say

"

Our LCP was 4.8 seconds and Google was punishing us for it. They audited the build, dumped two plugins we did not need, moved hero images to a real CDN, and rewrote the critical CSS. LCP came down to 1.6 seconds within three weeks. Bounce rate on the pricing page dropped by a quarter without us touching the copy.

Sarah K.
"

We were drowning in tier-one tickets about password resets and appointment changes. They built a deflection layer on top of our help desk and kept their agents in the loop for anything sensitive. Volume to humans dropped 58 percent in two months and our patient NPS held steady. The hybrid handoff is the part most vendors get wrong. They did not.

P.M.
FAQ

Frequently asked questions

Quick answers to the questions we hear most.

Can you handle attachments like PDFs and spreadsheets?
Yes. We extract data from common attachment formats and pass it into the same routing pipeline.
How do you keep accuracy high over time?
We use confidence scoring, a review queue, and regular feedback loops to retrain prompts and rules.
Do you replace our helpdesk?
No. We integrate with your existing helpdesk, CRM, or ERP rather than replacing them.
What about data privacy?
We process data within approved environments, follow least privilege access, and support regional hosting.
Can the system draft replies?
Yes. We can generate suggested replies or auto send acknowledgments based on your rules.

Ready to clear the shared inbox?

We will scope a parsing and routing setup that fits your stack.