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The Streamline AI platform
Streamline AI’s Email Intake feature transforms how legal and business teams handle incoming email requests.
The AI Intake system automatically processes incoming emails, identifying key information to create a new request and populate form fields, saving time and reducing errors.
AI suggests field values such as request type, counterparty information, and dates, making it easier to complete requests.
Users can review AI-populated fields and either confirm or edit the suggested values, ensuring accuracy before proceeding.
Once confirmed, requests move seamlessly into Streamline’s workflows and behave like other requests, though your activity history will indicate if the request was triaged by AI Intake. with clear indicators showing that AI processed the request.
By leveraging OpenAI’s ChatGPT-4o mini, the AI Email Intake automatically parses incoming emails, creates requests, and predicts the value of relevant fields so users only need to confirm the AI suggestions, saving significant time when processing incoming requests. This dramatically reduces the manual effort required for triaging email requests and enables users to focus on higher-value tasks, like decision-making and approvals.
AI-Powered Email Parsing
The system reads incoming emails and guesses the appropriate request type and populates field values.
Request Review
The user reviews AI-populated data, with clear UI elements highlighting which fields were auto-populated.
Edit & Confirm
Users can edit AI predictions or revert to original AI values, then confirm the request to save it.
Workflow Activation
After confirmation, the request triggers workflows like approvals, rejections, or task assignments.
AI processes the email, assigns the request type, and populates fields. The user is notified and can review and confirm the information.
The email is listed in the tracker for manual triaging by the user. The user can assign the correct request type and proceed.
The user can manually update the request to the correct type.
users will be able to select the correct type and re-run AI Intake.
Users can add hashtags to the email body (e.g., #NDA) to categorize requests under the correct matter type. The AI processes the email based on the hashtag.
Natural Language Processing (NLP)
Powered by ChatGPT-4o mini, the AI processes unstructured email content and extracts relevant data.
AI Suggestions
Field values are auto-populated based on the email content.
Real-Time Parsing
AI parsing updates occur in real-time, with visual feedback for any user actions.
Email data is stored securely on OpenAI servers for 30 days before deletion as part of general operations and abuse detection.
OpenAI does not use customer data to train its models. All data processed remains isolated and is not commingled between customers.
Communications are secured, and customer data is fully protected, complying with industry standards.
The AI reads incoming emails, extracts key information, and creates a new request with auto-populated fields. Users can review and confirm the AI-predicted data before saving the request.
Yes, users can modify AI-predicted fields and revert to the original AI predictions if needed.
Email data is processed securely, with encryption for both storage and transmission. OpenAI retains the data for 30 days for operational purposes before it is deleted.
While AI is designed to make accurate predictions, there may be instances where the request type is incorrect. In this case, users can manually triage the request into the correct type.
No, Streamline does not use customer data to train OpenAI’s models. Data is only used to generate the AI suggestions within the AI Email Intake feature.
No, once the user confirms the entries, an AI-generated request will behave like any other request in the system.
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