RELATED IDEAS
Intelligent Email Management
Problem:
Emails contain important context for jobs and tasks, but manually linking them (and their attachments) to client records or specific jobs is tedious and prone to being missed.
Proposed Solution:
We’re considering an AI assistant that parses incoming emails to identify clients, jobs, and task references. It would then link emails and attachments to the right place and suggest follow-up actions (e.g. creating a task or updating a status). We could then look to extend this to consider email attachments and facilitate document catagorisation and filing.
We’d love your input:
How often do you or your team forget to link important emails to tasks or clients?
What kinds of actions would you want AI to suggest based on an email’s content?
Would you want the AI to work on historical email data too, or only future emails?
The biggest issue is that Brightmanger emailing is slow compared with just replying in outlook, which means its easy to not log reply's when you you at similar solutions like vitual cabinet they integrate with outlook directly to tag outgoing and income emails do will automatically go on the client tab, i personally would look at that along with adding communications tab along side timeline.