Mailroom Automations: Share via Email + Multi-Action Support

Mailroom Automations: Share via Email + Multi-Action Support

We’ve introduced two updates to mailroom automations:

• Share via Email action. Use this action to automatically email stakeholders a PDF of document scans based on conditions you set
• Multi-action support. Combine multiple actions together to create workflows tailored your organization

Combined together, you could now support automations like

• When a check is received, tag it as Accounts Receivable, assign it to the Finance team, and then email your Head of Finance
• When a document scan contains “1099” assign it to HR and email it your HR team with a custom message
• When an envelope for “Operations” is received, automatically email that document scan to Zapier or n8n to trigger downstream workflows

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