Your fields, your workflowChoose what it extracts, then send it where it is needed
Tell the Email Agent which fields matter to your team. It pulls them from every matching email, feeds them into Aviara Connect, and pushes them to the systems you already run through our connectors.
Swipe to see the full flow
Example workflowDeal teams get quotes, terms and feedback from counterparties by email. The Email Agent extracts them into the deal record in the CRM, so nobody retypes them, and the history can be searched in plain language.
Set the fields once
Name the fields you need, like amount, terms or conditions. They are applied to every matching email.
Check what is unclear
Each field carries a confidence score. Low-confidence fields wait for a person before they are written anywhere.
Send it downstream
Extracted data flows into Aviara Connect and on to your CRM, ERP or accounting system through ready connectors.
Find it later
Ask a question in plain language and get the answer from the records the Email Agent has built.
Sends toSalesforceHubSpotQuickBooksZohoYour ERPREST APIWebhooks