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MailMatch

Cinode MailMatch: Capture Opportunities with AI.

Ellen Rydberg avatar
Written by Ellen Rydberg
Updated over 3 weeks ago

MailMatch is an add-on. Please contact your CSM or email support@cinode.com for more information.

Why MailMatch?

Cinode’s AI-driven MailMatch automates the email request process, delivering precise matching and faster responses to your customers. This results in increased business opportunities and higher occupancy rates for your team.

Key benefits of adding MailMatch

✔️ Save time by focusing only on relevant requests—find the perfect match efficiently

✔️ Enhance precision with matching, uncovering more suitable candidates per assignment

✔️ Boost sales while spending fewer hours on manual tasks

✔️ Accelerate client response times, strengthening customer relationships


What Does MailMatch Do?

MailMatch leverages AI to analyze your incoming email requests, matching them against your consultants and subcontractors. It creates relevant projects with all the provided information, seamlessly organising them into your selected pipeline. From there, you can efficiently manage the role and find the best consultants for the job.

Built-in filtering tools ensure MailMatch focuses on the right opportunities. It aligns requests with your team’s defined working areas and preferences, such as remote work, making sure you’re only presented with the most relevant matches. This ensures your team stays focused, efficient, and successful.

💡 Ensure that each email contains only one assignment.

What is extracted from emails:

  • Title

  • Dates

  • Skills

  • Email body

  • Extent


How to Get Started with MailMatch

  1. Select which email account to connect to Cinode:

    1. For Outlook, create or select a Shared Mailbox where incoming email requests are received.

    2. For Gmail (Google Workspace) select an email account where emails will arrive. Note: Notify Cinode Support about selected email account you will use for integration to Cinode) when proceeding with step 3

  2. Select or Create the Cinode pipeline and stage where you want qualified emails to appear as Cinode projects.

  3. Setup Integration: Configure your Cinode account to integrate with your email system. (contact support@cinode.com for enabled access)

  4. Define Criteria: Follow through the configuration wizard you will be given access to from step 3

    1. Select Matching requirements for emails you want to push into Cinode

    2. Optionally, select Teams to match against. Incoming mail is added only if it's within the radius of a team's location

    3. Configure Destination for qualifying emails in Cinode

    4. Select Destination in Teams or Slack for push notifications for qualifying emails

  5. Monitor Incoming Notifications

  6. Review Matches: Regularly review the matches and ensure your consultants are aligned with the incoming requests.

  7. Respond Quickly: Use the insights and automated processes to respond swiftly to relevant requests.

Cinode offers a wide range of scheduled and event-driven notifications to Slack or Teams! Read more about the Teams & Slack Integrations here!


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