Aviara Connect / Email Agent

Email Agent

Turn your inbox into work your team can act on

Turn your inbox into work your team can act on

Connect Gmail, Outlook or a shared inbox. The Email Agent reads every email and attachment, adds POs, invoices and contracts to Aviara Connect, catches duplicates, and keeps each conversation with the record it belongs to.

Gmail, Outlook and shared inboxes

Duplicates caught on the way in

SOC 2 Type II in progress

Email Agent reading a shared inbox and adding a PO to Quote to PO, an invoice to Invoices with a duplicate caught, and a contract thread to Contracts, sample data
One agent, three modules

One inbox feeds Quote to PO, Invoices and Contracts

The same Email Agent works across Aviara Connect. Each email goes to the module it belongs to, so your team works from one place instead of the inbox.

Quote to PO

Customer POs, consolidated

POs that arrive by email are added to Quote to PO in one view, ready for your team to check against the approved quote and act on.

  • Every PO from the inbox in one view
  • Linked to the customer and the quote
  • A person reviews before the order is booked
PO-48213 from Larkspur RetailReady for review
Matched to quote Q-1907, 12 lines. Sample data.
See Quote to PO
Invoices

Invoices picked up, duplicates caught

Invoices sent to your AP inbox are added to Aviara Invoices without a manual upload. Forwarded copies and resends are caught, so each invoice is added once.

  • No downloading and re-uploading attachments
  • Duplicates flagged before approval
  • Vendor replies update the invoice status
INV-2291 from Kestrel ComponentsDuplicate caught
The forwarded copy is the same invoice. Added once. Sample data.
See Aviara Invoices
Contracts

Contract emails kept with the contract

Contracts and drafts that arrive by email are added to Aviara Contracts. Replies and redlines from the negotiation are logged against the contract they belong to.

  • New contracts and drafts added from email
  • Redlines and replies logged on the contract
  • COVA uses the thread as context when it reviews
Northwind Logistics MSAThread logged
Redline v3 attached. Counterparty asks for 45-day payment terms. Sample data.
See Aviara Contracts
One agent, three modules

One inbox feeds Quote to PO, Invoices and Contracts

The same Email Agent works across Aviara Connect. Each email goes to the module it belongs to, so your team works from one place instead of the inbox.

Quote to PO

Customer POs, consolidated

POs that arrive by email are added to Quote to PO in one view, ready for your team to check against the approved quote and act on.

  • Every PO from the inbox in one view
  • Linked to the customer and the quote
  • A person reviews before the order is booked
PO-48213 from Larkspur RetailReady for review
Matched to quote Q-1907, 12 lines. Sample data.
See Quote to PO
Invoices

Invoices picked up, duplicates caught

Invoices sent to your AP inbox are added to Aviara Invoices without a manual upload. Forwarded copies and resends are caught, so each invoice is added once.

  • No downloading and re-uploading attachments
  • Duplicates flagged before approval
  • Vendor replies update the invoice status
INV-2291 from Kestrel ComponentsDuplicate caught
The forwarded copy is the same invoice. Added once. Sample data.
See Aviara Invoices
Contracts

Contract emails kept with the contract

Contracts and drafts that arrive by email are added to Aviara Contracts. Replies and redlines from the negotiation are logged against the contract they belong to.

  • New contracts and drafts added from email
  • Redlines and replies logged on the contract
  • COVA uses the thread as context when it reviews
Northwind Logistics MSAThread logged
Redline v3 attached. Counterparty asks for 45-day payment terms. Sample data.
See Aviara Contracts
One agent, three modules

One inbox feeds Quote to PO, Invoices and Contracts

The same Email Agent works across Aviara Connect. Each email goes to the module it belongs to, so your team works from one place instead of the inbox.

Quote to PO

Customer POs, consolidated

POs that arrive by email are added to Quote to PO in one view, ready for your team to check against the approved quote and act on.

  • Every PO from the inbox in one view
  • Linked to the customer and the quote
  • A person reviews before the order is booked
PO-48213 from Larkspur RetailReady for review
Matched to quote Q-1907, 12 lines. Sample data.
See Quote to PO
Invoices

Invoices picked up, duplicates caught

Invoices sent to your AP inbox are added to Aviara Invoices without a manual upload. Forwarded copies and resends are caught, so each invoice is added once.

  • No downloading and re-uploading attachments
  • Duplicates flagged before approval
  • Vendor replies update the invoice status
INV-2291 from Kestrel ComponentsDuplicate caught
The forwarded copy is the same invoice. Added once. Sample data.
See Aviara Invoices
Contracts

Contract emails kept with the contract

Contracts and drafts that arrive by email are added to Aviara Contracts. Replies and redlines from the negotiation are logged against the contract they belong to.

  • New contracts and drafts added from email
  • Redlines and replies logged on the contract
  • COVA uses the thread as context when it reviews
Northwind Logistics MSAThread logged
Redline v3 attached. Counterparty asks for 45-day payment terms. Sample data.
See Aviara Contracts
How it works

From inbox to the right module in five steps

The same handling applies to a fresh document or a reply in a thread that is already running.

1

Connect

Link Gmail, Outlook or a shared inbox your team already uses.

2

Recognise

It tells a PO from an invoice, a contract draft or a reply to an ongoing thread.

3

Extract

It pulls the fields that matter from the email and its attachments, scanned or digital.

4

Route

Each item goes to Quote to PO, Invoices or Contracts. Duplicates are caught on the way in.

5

You decide

Your team reviews, approves and acts. Replies and follow-ups go out through the same inbox.

Nothing is approved, booked or paid without a person signing off.
How it works

From inbox to the right module in five steps

The same handling applies to a fresh document or a reply in a thread that is already running.

1

Connect

Link Gmail, Outlook or a shared inbox your team already uses.

2

Recognise

It tells a PO from an invoice, a contract draft or a reply to an ongoing thread.

3

Extract

It pulls the fields that matter from the email and its attachments, scanned or digital.

4

Route

Each item goes to Quote to PO, Invoices or Contracts. Duplicates are caught on the way in.

5

You decide

Your team reviews, approves and acts. Replies and follow-ups go out through the same inbox.

Nothing is approved, booked or paid without a person signing off.
How it works

From inbox to the right module in five steps

The same handling applies to a fresh document or a reply in a thread that is already running.

1

Connect

Link Gmail, Outlook or a shared inbox your team already uses.

2

Recognise

It tells a PO from an invoice, a contract draft or a reply to an ongoing thread.

3

Extract

It pulls the fields that matter from the email and its attachments, scanned or digital.

4

Route

Each item goes to Quote to PO, Invoices or Contracts. Duplicates are caught on the way in.

5

You decide

Your team reviews, approves and acts. Replies and follow-ups go out through the same inbox.

Nothing is approved, booked or paid without a person signing off.
Your fields, your workflow

Choose 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.

Email Agent extraction template pulling amount, rate, conditions and feedback from a deal email into a CRM record, sample data
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
Your fields, your workflow

Choose 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.

Email Agent extraction template pulling amount, rate, conditions and feedback from a deal email into a CRM record, sample data
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
Your fields, your workflow

Choose 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.

Email Agent extraction template pulling amount, rate, conditions and feedback from a deal email into a CRM record, sample data
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
SECURITY AND AUDIT

Built for the security review

The Email Agent reads business email. Here is how we keep it safe, and how you can check every step.

You choose where your data lives

Hosted on Azure in India, the US or the UK. You pick the location, and backups stay there. On-premise and your own cloud are also available.

IndiaPrimary and backups
United StatesAvailable
United KingdomAvailable
Data and encrypted backups stay in the region you choose

A complete audit trail

Every email read, item added and approval given is logged with time and user, so each action has a record.

Email Agent read 4 new emails in orders@
Email Agent added PO-48213 to Quote to PO
Email Agent added INV-2291 to Invoices
Email Agent caught a duplicate of INV-2291DUPLICATE
Email Agent logged MSA redline v3 on Northwind MSA
R. Mehta approved INV-2291APPROVED
A. Khan booked PO-48213 as a sales orderBOOKED

Encrypted at rest and in transit

AES-256 for stored data and backups, TLS 1.2 or higher in transit, keys held in Azure Key Vault.

7f3a 9c1e b42d 08aa e61f 5c0b 91d4
In transitTLS 1.2+
At restAES-256
BackupsEncrypted, in region
KeysAzure Key Vault

A person makes the call

The Email Agent adds and routes. A person approves anything that touches money, a commitment or compliance.

INV-2291 from Kestrel Components
Matched to PO-47760. $18,420, Net 30.
ApproveEditReject
SPWaiting for AP approver

Role-based access

People see only what their role allows, and only the mailboxes you connect are read. Each customer's data is kept separate.

AP teamInvoices inbox
Sales opsOrders inbox
LegalContracts inbox

Never used to train AI

Your emails and documents are not used to train or fine-tune any model. Our AI providers contractually prohibit it.

Where your email data goes
EmailsAnswers for your team
EmailsModel training

Ready for your security team

Everything your reviewers ask for, in one pack.

Incident notice within 24 hours
Encrypted backups in your region
Disaster recovery tested every year
DPA available on request
SOC 2 Type II in progress
Request our security pack →
SECURITY AND AUDIT

Built for the security review

The Email Agent reads business email. Here is how we keep it safe, and how you can check every step.

You choose where your data lives

Hosted on Azure in India, the US or the UK. You pick the location, and backups stay there. On-premise and your own cloud are also available.

IndiaPrimary and backups
United StatesAvailable
United KingdomAvailable
Data and encrypted backups stay in the region you choose

A complete audit trail

Every email read, item added and approval given is logged with time and user, so each action has a record.

Email Agent read 4 new emails in orders@
Email Agent added PO-48213 to Quote to PO
Email Agent added INV-2291 to Invoices
Email Agent caught a duplicate of INV-2291DUPLICATE
Email Agent logged MSA redline v3 on Northwind MSA
R. Mehta approved INV-2291APPROVED
A. Khan booked PO-48213 as a sales orderBOOKED

Encrypted at rest and in transit

AES-256 for stored data and backups, TLS 1.2 or higher in transit, keys held in Azure Key Vault.

7f3a 9c1e b42d 08aa e61f 5c0b 91d4
In transitTLS 1.2+
At restAES-256
BackupsEncrypted, in region
KeysAzure Key Vault

A person makes the call

The Email Agent adds and routes. A person approves anything that touches money, a commitment or compliance.

INV-2291 from Kestrel Components
Matched to PO-47760. $18,420, Net 30.
ApproveEditReject
SPWaiting for AP approver

Role-based access

People see only what their role allows, and only the mailboxes you connect are read. Each customer's data is kept separate.

AP teamInvoices inbox
Sales opsOrders inbox
LegalContracts inbox

Never used to train AI

Your emails and documents are not used to train or fine-tune any model. Our AI providers contractually prohibit it.

Where your email data goes
EmailsAnswers for your team
EmailsModel training

Ready for your security team

Everything your reviewers ask for, in one pack.

Incident notice within 24 hours
Encrypted backups in your region
Disaster recovery tested every year
DPA available on request
SOC 2 Type II in progress
Request our security pack →
SECURITY AND AUDIT

Built for the security review

The Email Agent reads business email. Here is how we keep it safe, and how you can check every step.

You choose where your data lives

Hosted on Azure in India, the US or the UK. You pick the location, and backups stay there. On-premise and your own cloud are also available.

IndiaPrimary and backups
United StatesAvailable
United KingdomAvailable
Data and encrypted backups stay in the region you choose

A complete audit trail

Every email read, item added and approval given is logged with time and user, so each action has a record.

Email Agent read 4 new emails in orders@
Email Agent added PO-48213 to Quote to PO
Email Agent added INV-2291 to Invoices
Email Agent caught a duplicate of INV-2291DUPLICATE
Email Agent logged MSA redline v3 on Northwind MSA
R. Mehta approved INV-2291APPROVED
A. Khan booked PO-48213 as a sales orderBOOKED

Encrypted at rest and in transit

AES-256 for stored data and backups, TLS 1.2 or higher in transit, keys held in Azure Key Vault.

7f3a 9c1e b42d 08aa e61f 5c0b 91d4
In transitTLS 1.2+
At restAES-256
BackupsEncrypted, in region
KeysAzure Key Vault

A person makes the call

The Email Agent adds and routes. A person approves anything that touches money, a commitment or compliance.

INV-2291 from Kestrel Components
Matched to PO-47760. $18,420, Net 30.
ApproveEditReject
SPWaiting for AP approver

Role-based access

People see only what their role allows, and only the mailboxes you connect are read. Each customer's data is kept separate.

AP teamInvoices inbox
Sales opsOrders inbox
LegalContracts inbox

Never used to train AI

Your emails and documents are not used to train or fine-tune any model. Our AI providers contractually prohibit it.

Where your email data goes
EmailsAnswers for your team
EmailsModel training

Ready for your security team

Everything your reviewers ask for, in one pack.

Incident notice within 24 hours
Encrypted backups in your region
Disaster recovery tested every year
DPA available on request
SOC 2 Type II in progress
Request our security pack →

Questions about the Email Agent

Inboxes, modules, extraction and control.

What does the Email Agent do?

It connects to Gmail, Outlook or a shared inbox, reads every email and attachment, and adds POs, invoices and contracts to the right module in Aviara Connect. It catches duplicates and keeps each conversation with the record it belongs to.

Which inboxes does it work with?

Which modules does it feed?

Can I choose what it extracts?

Can the data go to our CRM or ERP?

Who stays in control?

Can we search what it extracts?

Book a demo

See your inbox turn into work

Bring a sample of the emails your team handles. In 30 minutes we'll show you POs, invoices and contracts added to Aviara Connect, with duplicates caught.

Cloud or on-premise · SOC 2 Type II in progress · Hosted in India, the US or the UK

Book a demo

See your inbox turn into work

Bring a sample of the emails your team handles. In 30 minutes we'll show you POs, invoices and contracts added to Aviara Connect, with duplicates caught.

Cloud or on-premise · SOC 2 Type II in progress · Hosted in India, the US or the UK

Book a demo

See your inbox turn into work

Bring a sample of the emails your team handles. In 30 minutes we'll show you POs, invoices and contracts added to Aviara Connect, with duplicates caught.

Cloud or on-premise · SOC 2 Type II in progress · Hosted in India, the US or the UK

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