Onboard faster
A new starter can look up how the last three of these were handled instead of asking the person who’s on holiday.
“It was an invoice, six months ago, from someone at that supplier. The number was in the attachment.” That’s a normal request, and it should take seconds.
Search runs across subjects, message bodies, sender names and addresses, recipients, attachment filenames, and the text extracted from the attachments themselves. Matches come back highlighted so you can see why a result is a result.
Every file that arrives is put through text extraction and indexed alongside its message. PDFs, Word documents, spreadsheets and presentations all become searchable by their contents, not just their filename.
The answer to today’s question is usually in a thread from last year. It only counts if you can get it back.
A new starter can look up how the last three of these were handled instead of asking the person who’s on holiday.
Reconstruct what was said, by whom, and when, including the document that was attached to it.
Before you email the supplier again, check whether someone already got an answer in March.
Bring the “we can never find that one” example to the demo. That’s the real test.