AI Agent: Auto-Save Customer Attachments to External Storage with Case Mapping
Wong Yi Teng
Business Problem
- When customers send files (attachments, images, PDFs), these sit in the Inbox and require manual download. There’s no native way to auto-collect and organize them in the right storage (e.g., Google Drive). This creates inefficiency, risks lost documentation, and makes it harder to keep cases/leads well-documented.
Desired Outcome
- Enable automatic ingestion of customer attachments. AI (or system rules) should map the file to the correct lead/case and auto-save it to a designated external storage (Google Drive, Dropbox, etc.). This ensures every document is securely stored, organized, and accessible without manual intervention, supporting compliance and case continuity.