Automating Complex Email Intake and Data Ingestion for Task Routing
Automating Complex Email Intake and Data Ingestion for Task Routing
2 PagesWorkFusion Case Study: Automating Email Intake for Task Routing | 1 Customer T op 10 U.S. bank Problem This bank receives over 1 million emails annually from commercial clients. Each message must be categorized into types, and tasks required by each message must be correctly routed in order for client service to begin. The time it took to manually execute this high-volume, highly variable work caused errors and delayed the fulfillment of client requests. Solution Using WorkFusion SPA, the bank’s operations team configured an optimized workflow that ingests and digitizes each email and their attachments using OCR and RPA. SPA’s native AI classifies and either executes requests or routes them to the right person. Each time a bot escalates a more complex task to a
