Example 01 · Automated filing
From inbox and field directly into the project
Documents arrive in the right place with a clear audit trail, without renaming, moving, or searching for them later.
- Less time spent searching
- Consistent filing
- Fewer transcription errors
File email attachments
- 01 Apply a label to the project email
- 02 Identify the attachment and related project automatically
- 03 Name the file consistently
- 04 Save the attachment in the correct project folder
Capture field notes
- 01 Photograph a handwritten note
- 02 Identify the related project automatically, for example from the calendar event
- 03 Convert the note into structured text
- 04 Save the photo and text in the correct project folder automatically
Field note
Calendar
Custom software
Project folder · P-2026-014
filed and named automatically
The field note includes the original photo and extracted text.