1. Scan your mail.
Use your existing scanner to create PDFs on the machine running Mailroom
Assistant.
2. Queue documents in Mailroom Assistant.
Load the scanned PDFs. The software reads them locally and prepares them
for AI processing.
3. AI renames files automatically.
Short text snippets (based on your configured length) are sent to your
chosen AI service.
File names with sender, topic, and optional appointment date are generated
and written back
to disk automatically.
4. Backup before destructive changes.
When blank-page stripping or other destructive changes are enabled, Mailroom
Assistant
creates a backup of the original PDF first, so you always have a copy to
fall back to.
5. File as usual – or let future features do it.
Today, you file the renamed PDFs where they belong. Upcoming document-filing
features will help automate this step further.