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MailMatch

Cinode Mail Match: Capture Opportunities with AI.

Ellen Rydberg avatar
Written by Ellen Rydberg
Updated over a month ago

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

Why MailMatch?

With the help of AI, Cinode automates the entire email requests process, providing higher precision in matching and faster responses to your customers. This results in more business and higher occupancy rates.

Key benefits of adding Mailmatch:

✔️ Don’t waste time on irrelevant requests - find the needle in the haystack

✔️ Achieve higher precision in matching with more candidates per assignment

✔️ Achieve more sales with less hours spent

✔️ Respond faster to clients


What the MailMatch does?

Cinode's AI capability interprets your incoming email requests and matches them against your consultants/subcontractors, and creates relevant assignments with all incoming information in your selected Pipeline.

The relevant assignments will drop into the pipeline that you have chosen and from here you can start to work on the role and find the matching consultants.

💡 Remember that the email needs to contain only one assignment per email.

What is extracted from emails:

  • Title

  • Dates

  • Skills needed

  • Email body


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. Configure Destination for qualifying emails in Cinode

    3. 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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