M-Files Email Processor

Automate your inbox

Connect email with M-Files and automate email communication

A stand-alone rule based application designed for most common scenarios when integrating email with M-Files.

Set up rules

Automate object creation or update

Start a workflow

Filter and classify emails

Work more efficiently

M-Files Email Processor allows the configuration of rules and exceptions under which email will be stored. 

You can create new or update existing M-Files object and map fields from email into object properties. Creating an object can be followed by automated email reply containing information from created or updated M-Files object.

Want to know more?

Explore M-Files Email Processor in our Customer portal. Find the documentation, use cases and FAQs.

Object Creation & Update

Create M-Files object on received email
  • Remove email from inbox after import
  • Mark email as read
    Create Multi-File object
  • Upload original email that triggered process
  • Extract attachments from email and upload
  • Map email parts to object properties

Update M-Files on received email

  • Update requires process to select which object ID needs to be updated
  • Automatically save email conversation into selected object

Advanced Email Filtering

  • Conditions – Match emails that should be run in process by sender, subject, content of email or attachment.
  • Exceptions – Exceptions are negated conditions. E.g. condition can be “If email contains”. Exceptions is therefore “If email doesn’t contain”.
  • Classification – Based on defined filters and rules

Advanced Object Mapping

  • Extract part of email and map to M-Files object properties (e.g. Subject + Sender)
  • Use regular expression (regex) language for extracting parts of emails and map to properties (e.g. “Email [12] Subject → extract “12” )
    User can map sender’s address, To or Cc addresses, subject, email date, text body and HTML body to any property of M-Files object.
  • Object can be mapped from email but can also be set statically as fixed value

Lookup properties are supported. User can read value from email using advanced parsing and map to lookup property as value of lookup or ID lookup.

Automatic Email Replies

Once object is created or updated as part of a process, user can configure automatic email reply. Reply email can contain fields from newly created M-Files object (e.g. result of a workflow) in Subject or Body.

Email can be sent to:

  • contacts which are not part of M-Files
  • original sender only
  • all email addresses from original mail
  • additional email addresses

Subject field can be left as original or composed (e.g. Subject: {original subject} *ref#-{object-id}).

Organize your inbox with M-Files Email Processor

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