Unified Workflow Documentation

Per UNIFIED_WORKFLOW.md - Ingestion & SOW Review

Email Ingestion Workflow

Automated email processing system per Ingestion_workflow.md

This workflow monitors Gmail for customer submissions, extracts metadata, routes to CA for approval, and either processes approved documents or sends rejection feedback.

Processing Steps

6-step workflow from email receipt to CA decision

Step 1

Gmail Listener

Monitor inbox for new emails

Monitor inbox

Step 2

Email Filter

Check if email is about application/submission/document

Filter by keywords

Step 3

Attachment Detector

Identify and extract attachments from email

Extract attachments

Step 4

Metadata Extractor

Extract customer name, document type, and relevant info

Parse & extract data

Step 5

Routing Service

Send extracted metadata to CA for review

Route to CA queue

Step 6

CA Review

CA reviews and approves/rejects submission

Approve or Reject

CA Decision Paths

Two possible outcomes after CA review

Approved

Next: Database Insertion

Insert customer data
Upload documents to folder
Notify customer

Rejected

Next: Rejection Email

Compose rejection email
Include CA comments
Send to sender

System Integration

How ingestion connects to SOW Review

Gmail API

Ingestion Service

CA Review

Document Storage

Approved → SOW Review Workflow

Rejected → Email Feedback

UNIFIED_WORKFLOW.md + Ingestion_workflow.md

Email Ingestion | SOW Review | Role-Based Routing