AI summary, header and attachment analysis

In the Summary & Details tab, the sender, task tracking, attachments and a short summary of the email are together; you can also see information such as amount, date and party in attachments at a glance.

• Any user who has signed in to the app
• To regenerate the summary and analyse attachments, AI permission is required for the mailbox

Summary & Details tab

1. Open the email and tap the Summary & Details tab at the bottom 1.

2. The sender's name and address are at the top 2.

3. Incoming emails have a work tracking bar below them: you change the owner and status here 3.

4. Integrity certificate, Company card and Add to calendar are here 4. If the email also arrived in your other mailboxes, a note appears reminding you which account to choose when replying.

5. When you scroll down, the email's attachments are listed; use the download button next to the attachment to download it.

1. 1Summary & Details
2. 2Sender
3. 3Work tracking
4. 4Company card and Add to calendar

Reading the summary and warnings

1. Scroll down the tab. The CONTENT SUMMARY section contains the email summary 5: a short description and items such as amount, date and what is expected of us. If the summary is long, it is shortened; tap Show more for the full text.

2. If there is anything to watch out for in the email, a separate section below the summary shows Warnings about this email in red 6 (for example, a bank account or amount that differs from the previous invoice). Warnings are not truncated.

3. To regenerate the summary, use Summarize again.

4. For attachments, tap Analyze attachments. When analysis is complete, the Parties, Dates, Amounts and Document details in the attachments are listed.

1. 5Content summary
2. 6Warnings

Related pages

• Asking AI questions about an email
• Read the email and understand the security result
• Work tracking: owner and status