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Email Integration

Advaizr's email integration enables seamless communication, document sharing, and notification capabilities directly through your existing email infrastructure.

Overview​

The email integration allows you to interact with Advaizr, share content, receive notifications, and trigger workflows through standard email interfaces. This provides flexibility for users who prefer email-based workflows or need to interact with the platform while mobile.

Key Features​

Email-Based Interactions​

  • Email Commands: Trigger actions within Advaizr by sending specific email commands
  • Document Submission: Upload documents for processing by attaching them to emails
  • Query Submission: Ask questions or request information via email
  • Email Responses: Receive comprehensive responses directly to your inbox

Notifications and Alerts​

  • Project Updates: Get notified about changes to projects and documents
  • Deadline Reminders: Receive alerts about upcoming deadlines and milestones
  • Task Assignments: Be notified when tasks are assigned to you
  • Status Changes: Get alerts when document or project statuses change

Document Distribution​

  • Report Delivery: Receive generated reports via email
  • Document Sharing: Share Advaizr-generated content with colleagues via email
  • Secure Links: Access secure links to view protected content
  • Approval Requests: Review and approve documents through email responses

Setup and Configuration​

Administrator Setup​

  1. Navigate to the Integrations section in your Advaizr admin dashboard
  2. Select Email Configuration
  3. Configure SMTP settings or authorize your email service provider
  4. Define email templates and notification preferences
  5. Set up security and access controls

User Configuration​

  1. Access your user profile settings
  2. Navigate to the Notifications tab
  3. Configure which notifications you wish to receive via email
  4. Set up your email command preferences
  5. Add trusted email addresses for sending commands

Security Considerations​

  • Sender Verification: Only authorized email addresses can interact with the system
  • Content Encryption: Sensitive information is secured in transit and storage
  • Link Expiration: Shared links can be set to expire after a defined period
  • Authentication Requirements: Additional verification for sensitive actions

Usage Examples​

Submitting a Document for Analysis​

To: analyze@advaizr.com
Subject: Contract
Body: Please analyze the attached contract for potential risks.
Attachment: contract.pdf

Response: You'll receive an email with a detailed analysis and a secure link to the full report in your Advaizr workspace.

Requesting Information​

To: search@advaizr.com
Subject: Legal Research Query
Body: What are the recent changes to data privacy regulations in the EU?

Response: You'll receive an email with key information and links to comprehensive research in your Advaizr workspace.

Integration with Other Components​

The Email Integration works with:

  • Slack Integration for cross-platform notifications
  • Advaizr AI for processing email requests
  • Workspace for document and project context
  • Orchestrator for coordinating email workflows

Best Practices​

  • Use clear, specific subjects for email commands
  • Include all necessary context in your email body
  • Keep document attachments in standard formats
  • Configure notification settings to avoid email overload

Next Steps​

Explore how the Slack Integration can provide additional collaboration capabilities for your team.