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Setting up Automations on Action Requests
Setting up Automations on Action Requests

You can set up an automation so that your mail is automatically actioned once it arrives

Updated over a year ago

By setting up an automation on your PilotoMail account, the mail team will automatically take action once your correspondence arrives -- saving you the manual work. You can select from 3 automations:

  1. Open & Scan: your mail will automatically be opened, scanned, and the PDF uploaded.

  2. Leave at office: all your mail will be left in your mailbox.

  3. Recurrent forward: all your mail will be automatically forwarded to the address in your address book. This option allows you to select the frequency and courier.

How To Set Up an Automation

  1. Click the ⚙️ Settings icon.

  2. Tap Automations.

  3. Click on the toggle of the action you select.

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