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Your No-code and AI Automation PartnerAutomate Uploading Documents to Simpro Jobs
Seamlessly integrate your email workflow with Simpro by automating the upload of documents directly from your email to a specified job in Simpro. Save time, reduce errors, and ensure important documents are never missed by creating an efficient, automated process that handles email-sourced documents with precision.
When an Email Received
1. Capture Email Document
Automatically detect new emails with attachments.
Extract Document Attachment
2. Extract Attachment
Extract attached document from the email.
Find a Job
3. Locate Job in Simpro
Identify the right job in Simpro from email data.
Upload a Document
4. Upload Document to Simpro
Upload the extracted document to the identified job.
- Repeat -
Automation Benefits
Benefits of Automation
Experience significant improvements in workflow efficiencies by automating document uploads to Simpro.
Enhanced Efficiency
Streamline your process and reduce time spent on manual tasks.
Reduced Human Error
Minimize the chances of uploading documents to incorrect jobs.
Increased Accuracy
Ensure documents always reach the right job in Simpro quickly and efficiently.
Improved Workflow
Automate routine tasks, freeing up team members for more valuable work.
Better Document Organization
Keep track of all job-related documents effortlessly.
Optimized Resource Use
Allocate resources more effectively by reducing manual data entry.
Features
Key Features
Transform your document management process by integrating email document workflows directly into Simpro.
- 1Seamless Email Integration
Capture documents from email seamlessly and link them with Simpro jobs.
- 2Accurate Job Matching
Automatically match incoming documents to the correct job, minimizing errors.
- 3Real-time Document Upload
Ensure documents are uploaded instantly, keeping your records up-to-date.
Outcomes
Automation Outcomes
Leverage the benefits of automatic document management for field service operations.
75%
Error Reduction
50+ hours
Time Savings
30%
Increased Efficiency
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FAQ
FAQ
Frequently asked questions about this automation integration with Simpro.
Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.