Skip to main content

Inbound

Understand and manage incoming data with the Inbound integration

Written by Ellen Rydberg

​This integration is an add-on. Please contact your Customer Success Manager (CSM) or ask us for more information.​

Manager, Partner Manager, API and Admin permission level is required in Cinode to set up this integration.

Inbound will replace Mailmatch during 2026. Reach out to your CSM to plan the transition.

What is the Inbound integration?

The Inbound integration automates how incoming project requests reach your pipeline. When a client or broker sends you an assignment request by email, Inbound reads it, extracts all relevant information, creates a project in Cinode, matches it against your consultants — and if you want, notifies your team in Microsoft Teams.

Inbound can be integrated into a three-stage workflow to improve outcomes:

  1. Inbound — processes incoming emails and creates projects in Cinode

  2. Pipeline Assistant — cleans, filters, and organises the pipeline after projects are created - read more.

  3. Microsoft Teams — notifies your team and surfaces matching results so they can act without leaving Teams. Read more.

Each part can be used independently, but together they form a fully automated intake-to-action flow.


When should you use Inbound?

Use Inbound if you want to:

  • Stop manually registering incoming project requests from clients or brokers

  • Automatically create projects in Cinode the moment a request arrives

  • Match consultants faster without reading through every email yourself

  • Keep your pipeline clean with structured, consistently formatted project data

  • Respond to clients faster with AI-assisted matching running in the background


How it works: step by step

1. An email arrives in your shared inbox

We set up a dedicated shared Outlook mailbox for you. When a new request comes in, it automatically:

  • Reads the email subject and body

  • Follows and reads any linked URLs (e.g. procurement portals)

  • Extracts content from attachments (PDF, Word, etc.)

2. AI extracts the key details

Using AI, Inbound identifies and structures the relevant information from the email. The title is taken from the subject line, or generated automatically if none is provided.

Skills are extracted along with semantically similar terms, and the skill level is captured either as stated or estimated based on years of experience.

Start and end dates are pulled from the email body, along with the work extent (such as percentage or hours per week). If a location is mentioned, it is added to the project. Any relevant attachments, such as requirement specifications, are also parsed and included in the matching logic.

3. A project is created in Cinode

Based on the extracted data, Inbound automatically:

  • Creates a project in your selected Cinode pipeline and stage, with one or more roles depending on the request — if the email describes multiple positions, each is created as a separate role within the same project

  • Assigns the correct account owner (säljansvarig) and broker (förmedlare)

  • Optionally inherits sales responsibles from the matched customer, based on a configurable inheritance mode

  • Matches the sender against existing customers in Cinode

  • Applies relevant platform tags

Example: An email requests a Senior Java Developer starting in August and a Business Analyst starting in September. Inbound creates one project with two roles — one per position — each with its own skills, dates, and matching results.

Inherit Customer Responsible(s) — controls how responsibles assigned to the matched customer are applied as sales responsible(s) on the created project:

  • Disabled — do not inherit any customer responsibles

  • Merge — add customer responsibles to any sales managers already extracted from the email (default)

  • Override — replace extracted sales managers with the customer's responsibles

  • Fill if empty — only inherit when no sales managers were resolved from the email

4. Consultants, subcontractors, candidates and partners are matched

Inbound runs matching against your consultants, subcontractors, candidates and partners, comparing:

  • Skills and skill levels

  • Availability and dates

  • Work extent

  • Location (based on your team's office location and a configurable radius)

A "No Match Action" filter can be configured which allows you to choose how unmatched projects and roles are handled. This allows you to, for example, suspend, remove, and abandon projects that do not match your offerings. This action is applied as the email is received by your Inbound inbox.

5. Pipeline Assistant cleans and organises your pipeline (optional add-on)

Once projects are in Cinode, the Pipeline Assistant helps keep the pipeline healthy and actionable:

  • Filtering — removes irrelevant or low-quality entries

  • Cleaning — removes stale or outdated projects

  • Sorting — reorders pipeline items by priority or date

  • Automatic pipe actions — triggers actions to move projects forward automatically

6. Microsoft Teams notifies your team (optional add-on)

Results and updates are posted to your chosen Teams channel, where your team can act without leaving their daily tools:

  • Notifications — real-time alerts when a new project arrives

  • Matching results — top consultant matches shown directly in Teams

  • Profile Audit Log — tracks profile changes for traceability

  • Events — key events tied to candidates or roles

  • Upcoming roles — surfaces open roles to the right people at the right time

Did this answer your question?