Case study · Built at a national commercial real estate firm
60,000+ emails a year. Zero filed by hand.
A team was spending hours every day opening emails, saving them as PDFs, merging attachments, renaming files, and uploading them one at a time. We automated the whole thing using tools they already had.
- 60,000+emails a year handled automatically
- ~2,500 hrsof work back every year
- 30% fasterdocument turnaround, 10 days down to 7, with the same team
Before
- Every email opened, saved, merged, renamed, and uploaded by hand
- Hours of someone's day, every day, on copy-and-paste work
- Ten business days to get documents filed
After
- Every email captured, converted, named, and filed the moment it lands
- The same people, freed up for work that needs a person
- Seven business days, with every run logged and the team alerted if anything fails
Built entirely in Microsoft 365. No new software.
OutlookEmail lands
Power AutomateConverts and names it
OneDriveStages the files
SharePointFiled and logged
Your version might be invoices, intake forms, or monthly reports. Whatever your team does over and over, we can build the same kind of system for you.
Find out what we can automate