Archive Outlook email attachments to your DATEV document system

New email attachments are automatically filed in your DATEV document system and the team is notified in Slack.

How the work actually flows

A straight line. Runs once per each attachment in email.

Pattern: Sequence (1) ยท Multiple Instances without Synchronization (12)

flowchart TD trig>"new email attachment arrives"]:::trig s0["match email to client record"]:::task s1[["upload attachment to system"]]:::mi s2["confirm upload in slack"]:::task s3["mark email as archived"]:::task trig --> s0 s0 -->|"one per each attachment in email"| s1 s1 --> s2 s2 --> s3 out[/"attachments filed under client record"/]:::out pay{{"no manual filing needed"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepRuns once per itemResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Email AutomationMessaging & Notifications
Connects
Microsoft OutlookDATEVSlack

The problem it solves

Saving every client email attachment into your document system by hand is repetitive and easy to fall behind on. Missed or misfiled documents create extra work later when someone needs to track them down.

Who it fits

Accounting or bookkeeping firms using DATEV for document management.

How it works

  1. A new email arrives in Outlook with an attachment
  2. The system matches the email to the right client record
  3. Each attachment is uploaded and filed in the document system
  4. A Slack message confirms the upload
  5. The email is marked as archived in Outlook
Quick estimate

What it is worth to you

Your numbers, your hourly cost. We add nothing hidden.

per week
minutes
$ per hour
0Hours freed per month
0Value per year at your hourly cost

Assumes every attachment currently requires manual client matching and filing, and that freed time is used for other work.

What you get

Attachments filed under the correct client in your document system, with a confirmation message.

What you need

A Microsoft Outlook account, a DATEV account, and optionally a Slack workspace.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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