Email Automation Services with ThinkAutomation
Automate email processing with ThinkAutomation. Use event based workflows to extract data, update databases, clarify messages and streamline email handling.
Email automation for enterprises
ThinkAutomation is a workflow automation solution that enables event-based email automation across multiple Office 365, Gmail, IMAP, and Exchange mailboxes.
It can trigger automated workflows based on incoming emails – extracting key data from messages and attachments. It can then update databases, classify messages, auto-respond, forward to the right teams, or execute other complex actions based on content.
What is email automation?
Email automation is the use of event-based workflow to automate responses to email.
Email Automation processes emails to automatically update databases, amongst many other benefits and in doing so, saves the time, effort and human errors of manual entry.
Email Automation Services with ThinkAutomation have evolved from a simple email to database tool, into a powerful and flexible automation platform with many workflow options.
How does email automation work?
Email arrives
Your inbound email triggers a ThinkAutomation workflow
Analysed by ThinkAutomation
ThinkAutomation searches for keywords, identifies context and extracts key information
Automate
Email data is then synced to the right place in your systems, based on rule-based logic. Run workflows using any of the 130+ built in actions.
Why automate your email workflow?
Save on time, resource and inaccuracies by automating email services with Think Automation. Email automation provides the opportunity to reduce manual processes and identify other opportunities -for adding value and saving resource within a process workflow.
Think Automation Email Automation syncs with your email system to automatically log interactions, update records, and trigger personalised responses.
Email automation services from ThinkAutomation continue to be developed over time as your business requirements and capacity evolve.
Automation also provides event-based email processing, allowing the user to automate email processing and manage events along the process.
Secure on-premises email automation
ThinkAutomation’s email automation is designed for businesses that need full control. It can run on your own computers or private cloud, so all your email tasks happen within your secure setup. This means better data privacy, strong security, and easier compliance with rules like GDPR.
You won’t rely on outside companies, which leads to faster processing, lower costs over time, and smooth connections with your other business systems.
Whether you’re handling sensitive customer information or automating key business emails, ThinkAutomation gives you secure, flexible, and efficient email automation that fits your needs perfectly.
AI powered classification and data extraction
AI is a very useful tool in supporting email workflow automation.
By using ThinkAutomation with AI to classify incoming emails into categories, you are much more able to process these categories accordingly.
You can also use ThinkAutomation with AI to summarise incoming emails – giving you the option to save the summary in your database.
CRM, customer support and order processing
Automate incoming email processing, pick up each new message, parse it, extract the relevant data, assess the information, considering the likelihood of a sale, and push to the relevant place.
Integrations and compatibility – As ThinkAutomation is a scalable tool, it is possible to integrate email automation with many other platforms and tools.
Common uses for email automation
Legal
ThinkAutomation’s email automation can streamline legal operations by automating client communications. This includes onboarding with welcome emails and document reminders, and efficient billing with automated invoices and payment reminders.
Insurance
Email automation in the insurance sector can improve customer service, policy management, and claims processing. ThinkAutomation ensures regulatory compliance (mandatory notifications, service alerts) to improve efficiency and communication for insurance providers.
Healthcare
Email automation in healthcare can enhance patient communication, and patient education while adhering to privacy regulations (e.g. GDPR and HIPAA). This includes optimising appointment management through automated confirmations, reminders, and easy rescheduling options.
Finance and banking
Email automation can automate the sending of billing alerts and non-payment notifications, ensuring timely communication. You can also automatically dispatch invoices and set up “if this, then that” rules for customised responses. Additionally, it can generate and send email reports.
Examples of email automation workflows
Email automation can be as straightforward as a single step or as complex as a multi-stage workflow.
You set the rules, and ThinkAutomation makes it happen. You build your email workflows using conditional logic – essentially, “if this happens, then do that.” For example:
| IF | Then | And |
|---|---|---|
| If sender is an existing customer | Update the customer CRM record | Create a new CRM record with extracted data |
| If the subject contains support AND the email is high importance | Forward the email to the support team | Create a support ticket with the email content |
| If the sender is a customer AND the email contains a PDF attachment | Extract the content and save to a database | Upload the attachment to the customer’s folder on OneDrive |
How to set up email automation
Get started – Explore our free trial and learn more about our pricing.
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