Classification

sarah.dupont@client.com
10:42
Contract review & invoice document
Email Summary
Client
Sarah Dupont
Topic
Contract Review
Action
File invoice & confirm meeting
Attachment
Invoice.pdf
Log to CRM
Salesforce
+
Send PDF fields to ERP
NetSuite
+
Create task
Asana
+
Save attachments
SharePoint
+
Log to CRM
Salesforce
+
Send PDF fields to ERP
NetSuite
+
Create task
Asana
+
Save attachments
SharePoint
+

Email Workflow Automation Inside Outlook

Turn emails into actions — create tasks, update systems, send documents, and trigger workflows directly from your inbox.

Best for

  • Teams managing operational workflows through email

  • Client-facing teams coordinating tasks and follow-ups

  • Organizations looking to reduce manual admin work

Turn emails into structured actions instantly

Mira transforms incoming emails into clear, actionable steps — without requiring your team to leave Outlook.

Each email is automatically analyzed and converted into structured actions such as:

  • Creating tasks in your project management tools

  • Updating records in your CRM or ERP

  • Saving attachments to the right location

  • Triggering internal workflows or approvals

Instead of manually processing emails, your team can execute the next steps instantly with one click.

Common use cases
  • Create tasks from client requests

  • Extract PDF information using OCR and send to backend system (ERP, CRM, etc.)

  • Log email activity into CRM systems

  • Save attachments to structured folders

  • Trigger approval workflows internally

  • Schedule meetings and send invites

  • Route emails to the right team or system

Extract PDF fields to ERP
NetSuite
+
FileInvoice.pdf
VendorAcme Supplies Inc.
Amount$12,450.00
Due dateMay 15, 2026
Create task
Asana
+
TaskReview contract revisions
DueWednesday
AssigneeAlex
PriorityHigh
Log to CRM
Salesforce
+
CompanyDupont Industries
StageMeeting scheduled
OwnerYou
Extract PDF fields to ERP
NetSuite
+
FileInvoice.pdf
VendorAcme Supplies Inc.
Amount$12,450.00
Due dateMay 15, 2026
Extract PDF fields to ERP
NetSuite
+
FileInvoice.pdf
VendorAcme Supplies Inc.
Amount$12,450.00
Due dateMay 15, 2026
Create task
Asana
+
TaskReview contract revisions
DueWednesday
AssigneeAlex
PriorityHigh
Log to CRM
Salesforce
+
CompanyDupont Industries
StageMeeting scheduled
OwnerYou
Built around your systems, not generic integrations

Mira connects to the tools you already use — and adapts to how your business operates.

Whether your workflows rely on a CRM, ERP, internal database, spreadsheets, or custom processes, Mira integrates directly into your environment.

We configure these connections to reflect your exact workflows, so every action taken from your inbox follows a clean, repeatable process.

Everything is surfaced inside Outlook, meaning your team can execute tasks without switching tools or duplicating work.

Reduce manual work and execute faster

Email is often the starting point for work — but execution happens across multiple systems.

Mira removes this gap by bringing execution directly into your inbox.

Instead of:

  • Switching between tools

  • Copy-pasting information

  • Manually tracking tasks

Your team can:

  • Execute actions instantly

  • Follow structured workflows

  • Focus on high-value work instead of admin