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10 / WORKFLOW

PO Autosave

PO mail found, downloaded and filed into its folder without being opened

98% time saved

PO AUTOSAVEMAILBOXBUYER APO-000000PDFBUYER ASHIPPING NOTICEBRAND BPO-000001PDFBRAND BFIT COMMENTBUYER AMEETING2 FILESFOLDER2026BUYER APO-000000PO-000000.PDFRULE SENDER + SUBJECT PATTERNNO MANUAL DOWNLOAD

PROBLEM

PO mail arrived through the day. Every one meant opening the attachment, checking what it was, renaming it and filing it. Miss a PO whose delivery date had changed and it became a shipping incident.

THE OLD PROCESS

  1. 01Check the mailbox
  2. 02Open the attachment to see what it is
  3. 03Download it
  4. 04Rename it to the file convention
  5. 05Move it to the right folder

WHAT I BUILT

  • PO mail is identified by sender and subject rule, so nothing else is picked up
  • The PO PDF is saved straight into its designated folder
  • It runs on its own — no manual step