Setup
No setup required. Email Attachments Reader is automatically available to every agent.
Capabilities
- Excel file extraction — Read and interpret data from
.xlsxand.xlsspreadsheets attached to emails. - PDF processing — Extract text and structured content from PDF attachments such as invoices, contracts, and reports.
- Image reading — Use AI to read text and understand content in
.jpg,.jpeg, and.pngimage attachments. - Structured data extraction — Go beyond raw text to understand document layout, tables, and context within attachments.
Key Benefits
- Hands-free document processing — Agents read attachment contents automatically without human intervention.
- Intelligent understanding — AI interprets document structure and context, not just raw text, so agents can extract meaningful data from complex files.
- Multi-format support — Handles the most common business file types (spreadsheets, PDFs, and images) in a single connection.
- End-to-end email automation — Pairs naturally with email connections to process entire inbox workflows from message to attachment to action.
Works Well With
Gmail
Retrieve emails and then read their attachments in a single workflow, enabling agents to process invoices, purchase orders, or reports that arrive by email.
Microsoft Outlook
Retrieve emails and then read their attachments in a single workflow, enabling agents to process invoices, purchase orders, or reports that arrive by email.
Google Sheets
Extract data from an email attachment and write it into a live spreadsheet for tracking or further analysis.
Microsoft Excel
Extract data from an email attachment and write it into a live spreadsheet for tracking or further analysis.
Slack
Summarize attachment contents and post key findings to a team channel for quick review.
Microsoft Teams
Summarize attachment contents and post key findings to a team channel for quick review.