Use case: email to task

From email to automatic task with AI agents

Every incoming email is classified with AI, generates a task with an assigned owner, triggers a workflow and sends an automatic response. Without touching anything.

How it works

A critical email turns into a traceable case with owner, SLA, priority and channel assigned.

Bandeja entrada3 nuevos
maria@acme.es
Urgente: fallo produccion linea 3
La maquina se ha parado...
contacto@cliente.com
Presupuesto pendiente
Quedamos pendientes del...
admin@proveedor.es
Factura vencida INV-2091
La factura emitida...
IA analiza intencion
Caso #C-0421ALTA
Urgente: fallo produccion linea 3
Owner
Carlos M.
SLA
4h
Prioridad
Alta
Canal
WhatsApp
From email to automatic task with AI - BiVelio

Emails pile up and tasks get lost

Teams reading emails, deciding what to do, creating tasks manually and responding one by one. Wasted time and constant risk of oversight.

Emails that never become action

Requests arrive by email that are read but never translated into concrete tasks. They stay in the inbox until someone asks.

Manual assignment of owners

Someone has to read each email, decide who it belongs to and forward it or create a task manually. A daily bottleneck.

Slow responses with no traceability

The client sends an email and doesn't know if it was received, who is handling it or when they'll get a response. Zero visibility.

AI that turns emails into tasks with zero clicks

BiVelio connects your inbox to intelligent workflows that classify, create tasks, assign and respond automatically.

Intelligent classification with AI

Each email is analyzed: request type, client, urgency and responsible department are identified. No manual rules.

Task created and assigned automatically

The workflow creates a task with title, description, priority, SLA and owner. All linked to the CRM contact and case file.

Automatic response to sender

The agent generates and sends a personalized response confirming receipt and next steps. If it needs a human, it escalates with context.

Automated flow

From received email to assigned task in 5 steps

1

Email enters the inbox

BiVelio receives the email via Gmail or SMTP. The message is processed in real time without intervention.

2

AI classifies the content

The agent identifies sender, request type, urgency, language and key data from the email.

3

Workflow triggered

Based on the classification, the corresponding workflow is triggered: support, sales, administration or others.

4

Task created with owner

A task is generated in the system with title, description, SLA, priority and automatically assigned owner.

5

Response sent to client

The agent generates a contextual response and sends it. The client knows their request is underway.

Real results from email to automatic task

Companies already converting emails into tasks automatically with BiVelio.

Zero unprocessed emails

Every email generates a task. No message stays in the inbox without action or an assigned owner.

Response in less than 1 minute

The client receives confirmation and context automatically. No waiting for someone to read and decide.

-80% time on email triage

The team stops classifying and forwarding emails. AI handles the complete triage and assignment.

Full traceability

Every email is linked to the task, the contact and the case file. Checking the status of any request is instant.

Related cases

More automations you can see in action

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