DocuFlow
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It starts where the paperwork already lands

Nobody should forward a fax to a new inbox to get it processed. Connect the mailboxes, libraries, channels and CRM objects documents already arrive in, and DocuFlow watches them.

One connection,
many sources

Connect an account once and point as many sources at it as you need: a mailbox folder, a document library, a channel's files, a Salesforce object. Each source files into a queue, polls on its own schedule and has a hook address for an immediate look.

Integrations4 connected

Outlook

Pull attachments from a mailbox folder and send exports by email.

  • priorauth@northwindhealth.org

    3 sources, 0 destinations · connected 4 months ago

  • referrals@northwindhealth.org

    1 source, 0 destinations · connected 2 months ago

SharePoint

Import from document libraries and watch folders for new files.

  • Revenue Cycle · Shared Documents

    2 sources, 1 destination · connected 5 months ago

Salesforce

Pull files off records, and write extracted data back to any object you map.

  • Northwind Health Cloud

    1 source, 2 destinations · connected 3 weeks ago

Microsoft Teams

Watch a channel's files folder for shared documents.

  • Credentialing · Files

    1 source, 0 destinations · connected 6 weeks ago

Only the referrals,
not the whole mailbox

Intake rules are the automation condition builder pointed at an email or a file. Keep what matters, drop signature logos and newsletters, choose which attachment is the document, and check it all against the real folder before a single thing is imported.

Source · Intake mailboxOutlook · priorauth@northwindhealth.org

Which emails to pull

Leave empty to take every email in the folder. Conditions read the subject, sender, body and what is attached; a model can answer anything the fields cannot.

AllAnyof these must be true
  • Has attachmentsis yes
  • and
    From addressdoes not containnoreply@
  • and
    Ask a modelanswer is yes
    Is this a prior authorization request, or a reply to one we sent?
    Only when at least70% sure, otherwise the answer counts as no.

Which attachments to keep

Applied to each attachment of an email that got through above. Inline images, like signature logos and pasted screenshots, are never pulled.

When several attachments match

Every attachment that matchesOnly the first matchOnly the largest match
Try itnothing is imported

Try it

Reads the most recent items and shows what these rules would take. Nothing is imported.

Of the last 15 emails, this source would bring in 6 documents.

  1. PA request: MRI lumbar spine, member W5521093847Lakeside Orthopedics <intake@lakesideortho.example>PA_MRI_Lumbar.pdf · 412 KBimage001.png · 6 KBmatches
  2. RE: Additional clinicals for case 88213Dr. Priya Shah <pshah@valleycardio.example>clinical_notes_0912.pdf · 1,204 KBmatches
  3. Your September statement is readyBilling <noreply@officevendor.example>skipped
  4. Lunch and learn ThursdayMarcus Webb <mwebb@northwindhealth.org>skipped
  5. Fax from 12145550199 (4 pages)Fax gateway <fax@northwindhealth.org>fax_20260918_0912.tif · 880 KBmatches

Included

Outlookattachments or the message itself, from any folder
SharePoint and OneDrivewatch folders for new and changed files
Microsoft Teamsa channel's files folder
Salesforcefiles and records from any object, with a structured filter
Upload and APIdrag in a stack, or POST from your own systems
Destinationsa SharePoint folder, email, a webhook or a Salesforce record

Bring the forms your team still retypes

A working session on your own documents: one queue, your fields, your rules, and a count of what would have gone straight through.

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