In this example, you will create a custom email address to integrate with incoming emails for processing attachments or email content.
It only takes 3 steps to get Abby set up for your internal team or customers:
Set up a shared email inside Trellis Transform (e.g. invoice@acme.com)
Forward files to it
Abby auto-extracts data, applies permissions, categorizes docs, and syncs to Salesforce, Netsuite, & more.
To set up a share email
📍 Navigate to Project → Transformation. Click the email icon at the top right to create a unique email address.
You can choose whether to process just the email content or attachments as well.
Transform your email workflow—stop wasting time on manual email processing. Sign up for early access here or book a demo to skip the line and get Abby set up for your workflows right away.