Unitfly Toolkit for M-Files logo color

Automate Your Email with M-Files Email Processor

In today’s world of business, we spend a big part of our day writing, reading and, frankly, deleting, our emails. Here’s how you can declutter your inbox from irrelevant emails and improve your productivity – with email automation in M-Files.

Our core purpose at Unitfly is to boost your productivity by making the best use of your company’s time. Read on to find out how you can automate emails.

Email – the primary mode of communication in today’s world

We love the written word, it’s there forever, written in stone, a fact, a proof and the best part of it is that we can choose when to react to it. Emailing, texting, messaging somehow became a part of our culture, like phone calls before, for personal and business matter.

While working, most of us (even developers) spend a lot of time on email conversations. Staying concentrated and focused takes a lot of effort, so it is not surprising that we struggle with managing emails sometimes. For middle and upper management email has become almost a primary tool in their job. With email you are taking your work with you wherever you go.

“If you find yourself spending hours each day reading through stuff that is of no real value to you, chances are it is because you have to worry about your consent being taken for granted because your name was on the CC line. “


So how can we manage all of that? The best solution so far is filtering the important messages with some kind of a rule. The rest we have to delete, forward or mark as read. All in all, we are wasting our time on unimportant emails.

Still, email is a company’s connection to the world. Maybe you’ll get questions from customers about products, services, proposals, etc., expecting immediate feedback, which could be lost among some nonsense emails.

Don’t miss out on important information

One of the great M-Files features is the direct integration with Microsoft Outlook. You can save an email directly from Outlook to M-Files (with an attachment too). It’s a great feature if you have Microsoft Office. Everyone who needs to can see those email conversations. You can archive and search email without anything going missing or losing any information. This way it’s a manual job for which you need to have the Microsoft Outlook, but this doesn’t have to be a show stopper.

There is a way to automate classification of email to M-Files, without Microsoft Outlook or manual work – with M-Files Email Processor.

How to automate your email in M-Files

M-Files Email Processor is a standalone rule based application designed for most common scenarios when integrating email with M-Files. It allows the user to configure rules and exceptions under which email will be stored and classified. Also, you can create new or update existing M-Files object and map fields from email into object properties.

With the Email Processor you can start workflows in M-Files. Starting a workflow by a specific email can cast a whole new light on automation of your processes.

M-Files Email Processor depends only on the M-Files server. That’s its only requirement, you don’t need to have Outlook or any client to automate emails. You can even send notifications and automatic replies to whichever email address.

You can save your time by letting Email Processor handle forwarding, classifying, creating tasks, or even replying status to a client back. All email conversation can be automatically saved and updated into M-Files. From M-Files the whole team can track the process, see updated documents and be aware of any changes or a new moments.

By boosting company’s productivity and saving a lot of time, M-Files Email Processor offers big money value to for a company. By switching manual person work to an application you are taking big steps towards the digital transformation.

People are your best asset, help them work better with email automation in M-Files

Digital transformation, firstly, is a mindset, the way of thinking of change in the extent of freeing your employees of continuous, boring, routine activities and freeing their time by automating manual tasks with applications. By doing that, they can spend their energy on some other tasks, or on some innovative, creative things for which they usually don’t have time. People are your most valuable assets. They will bring you the most value, so by letting them think more, they will create more. Let Email processor take care of your routine emails and bring immediate feedback to your customer.

Contact us.

Schedule a consultation

Let’s talk about the ways we can help your business thrive.