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Automating Business Processes with Email

Trigger Business Processes with Information Captured from
Email and Attachments

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As the use of email becomes increasingly common, organizations with a lot of inbound customer communication are experiencing a 70% increase in email traffic from their customers every year. The ability to respond and act quickly to such communications is key to a positive customer service experience.

Capturing email and other documents as soon as they enter the organization, turning them into actionable digital information, and routing that information to workflows, processes and applications is the key to automating document driven business processes and achieving operational excellence and sustainable cost reductions.

Kofax offers outstanding capabilities for capturing email and attachments, including:

This array of capabilities enables organizations to trigger business processes upon receipt of an email message without any manual interaction or even printing. The benefits include:

Benefits of Using Kofax Email Capture

Faster Turnaround and Reduced Cost with Expense Management

With Kofax, a global manufacturer has implemented a centralized and fully automated expense management process. Employees from all over the world send their expense reports with attached reports, receipts, invoices, etc. to a centralized email address for straight-through processing.

Results: Reduced turnaround times, reduced call volume, higher customer service and satisfaction, cost effective consolidated infrastructure and significant cost savings.


Better Service, Increased Operational Efficiency, Reduced Cost

A US insurance company has implemented centralized capture and straight-through processing of all inbound email from their customers. Classification and extraction of metadata triggers the routing of digital information to the right processes and people. Documents related to claims are consolidated quickly, accelerating claims processing, and contracts and other documents are shared with brokers faster.

Results: Increased operational efficiency, better customer service, faster inquiry handling and more efficient handling of policies, claims and invoices.


Accelerate Document Handling and Comply with Data Privacy Rules and Regulations

A US bank has streamlined and significantly accelerated portfolio and asset documentation through the capture and straight-through processing of emails and documents. To comply with data privacy and data security regulations, all emails and attachments are indexed and routed to the application using SSL encryption as well as originator and IP address validation. The data flow is monitored through each touch point across the entire organization, from entry to final archive.

Results: Faster, secure access to important information, seamless integration with asset and portfolio management processes, better customer service and reduced manual labor and costs.


Consolidate and Accelerate Invoice Processing

Many customers consolidate the capture of all incoming invoices on the Kofax capture platform, whether those invoices arrive via email attachments, fax or paper. The invoices are indexed with metadata at the point of entry and routed directly to the appropriate financial process or application.

Results: Higher invoice processing efficiency, higher data processing quality, better cash management, significantly reduced costs and better supplier relationships.


With Kofax, enterprises benefit from a unified platform to capture all data and documents – not only from emails, but also from fax, paper and electronic formats – and to communicate and exchange information.


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