Inbox Agent
Turn your shared inbox into a workflow, not a queue.
Numra reads incoming messages, understands what needs to happen and takes the next action.
Routine work can be handled automatically. Anything that needs judgement or approval stays with your team.
From incoming email to completed action.
Numra reads incoming messages, understands what needs to happen and takes the next action.
Routine work can be handled automatically. Anything that needs judgement or approval stays with your team.
From incoming email to completed action.
Understand the request
Numra reads the email, attachments and conversation history to understand what the sender needs.
Check the context
It can pull the information it needs from your ERP, CRM, finance system, SharePoint or other connected tools.
Take the next action
Depending on the request, Numra can reply, draft a response, route the email, file documents or pass information into another workflow.
Escalate when needed
If something needs judgement, approval or further investigation, it stays with your team along with the relevant context.
Handle the routine work that fills up shared inboxes.
Customer and client enquiries
- Order and service updates
- Requests for documents or information
- Account and billing questions
- Onboarding submissions
- Complaints and disputes
- Routine acknowledgements and follow-ups
Finance and supplier communication
- Invoices and credit notes
- Statements and remittances
- Payment-status queries
- Missing information
- Purchase orders
- Supplier onboarding
- Sensitive supplier changes
Operational workflows
- Inspection reports
- Compliance and safety documents
- Site and property correspondence
- Forms, certificates and photographs
- Delivery updates
- Document filing
- Issues requiring escalation
Internal and administrative inboxes
- Requests to central teams
- Approvals and supporting documents
- Notifications
- Messages requiring assignment
- Out-of-office replies and delivery failures
- Routine messages that can be filed or archived
Built around the way your inbox actually works.
Different messages need different actions.
Numra can be configured to handle each type of request differently. For example:
A customer query can trigger a status check and a drafted response
An invoice can be validated and sent into the finance workflow
An inspection report can be filed in SharePoint and an issue escalated
A sensitive account change can be held for approval
An automated notification can be labelled and archived
Routine work can run automatically, while higher-risk actions can require approval.
Works with the systems your team already uses.
Numra sits alongside your existing email, finance and operational systems rather than replacing them.
For inbox workflows, that can include:
- Gmail and Microsoft Outlook
- Microsoft 365 and SharePoint
- ERP and finance platforms
- CRM and customer-service systems
- Document-management platforms
- Workflow and approval tools
- Internal databases and APIs
Spend less time managing the inbox.
Less manual triage
Your team doesn’t need to open every email just to work out what should happen next.
Faster responses
Routine requests can be answered using the information already sitting in your systems.
Fewer hand-offs
Numra can move from understanding the email to completing the next action.
More consistent handling
The same rules are applied regardless of who is working or how busy the inbox gets.
Keep exceptions visible
Anything that still needs a person is separated from the work that has already been handled.
Automate more over time
New message types, rules and actions can be added as the workflow evolves.
Open the inbox and see what actually needs your attention.
Routine emails have already been handled. Documents have been filed. Responses have been sent or drafted. Anything that needs judgement is waiting with the context your team needs.
Less time sorting through emails. More time dealing with the things that actually need a person.
See what this could look like for your shared inbox.
Show us how your inbox works today and we’ll show you how Numra could fit into the process.
