EmailGenie AI

Appd •

75 installs, since September 29, 2024. 7 installs/month. Updated September 25, 2024.

Free plan available No touch

Collaboration Integrations Productivity & efficiency

View on Marketplace

Automate task creation from emails and attachments using AI.

Integrate anything to monday.com - Genie AI transforms the way you manage tasks by automating the creation of monday.com items directly from your emails and their attachments. Whether you're dealing with invoices, contracts, or customer requests, Genie AI extracts the key information you need and converts it into actionable tasks, all with the power of AI.

🔍 Key Features:

AI-Powered Task Creation: Genie AI uses advanced AI to extract data from emails, PDFs, and images, and automatically creates tasks in your monday.com boards.

Versatile Data Extraction: Extract data from the email body, PDF attachments, or images. Simply send an email to your AI agent, and let Genie AI do the rest.

Save & Manage Attachments: Save files to the agent’s comments, with AI-generated notes for additional context.

🚀 Benefits:

Streamlined Workflows: Automate tedious process of task creation, freeing up your team to focus on what matters most.

Increased Accuracy: Reduce human error by relying on AI to extract and populate task details.

Seamless Integration: Works effortlessly within your existing monday.com setup, enhancing your current workflow.

💡 Use Cases:

Invoice Processing: Automatically extract invoice details like due dates, amounts, and supplier information to create tasks for your finance team.

Custom System Integration: Bridge the gap between systems without direct integrations -if it can send an email, Genie can extract the data and create tasks.

Customer Support: Capture customer requests sent via email, converting them into actionable items on your boards.

⚙️ How It Works:

Set Up AI Agents: Assign a unique email address to each agent and configure extraction prompts for each column.

Send Emails: Forward emails with or without attachments to the agent’s email address.

Review & Optimize: Preview the extraction and refine prompts as needed.

Questions? Contact us at [email protected]

About Appd

Appd empowers teams with cutting-edge solutions to optimize workflows and achieve success.

Security & Compliance

Security

Does the developer periodically perform penetration testing?

Yes

Monthly - In house testing

Does the developer have a dedicated security and privacy point of contact for such issues or questions?

Yes

[email protected]

Does the app restrict redirects and forwards only to approved destinations, or show a warning when redirecting to potentially untrusted content?

Yes

The only redirect present is via the oAuth flow which is controlled.

Does the app protect against mass parameter assignment attacks?

Yes

Input validation is provided- server side endpoints however as also validated prior to processing.

Does the app perform encoding and sanitization on all user supplied parameters to protect against Cross-Site Scripting?

Yes

We typically do not utilise untrusted data sources, where we do we utilise reactjs components that carry this sanitisation process out.

Does the developer protect all state-changing actions against Cross-Site Request Forgery (CSRF)?

Yes

We utilise the accessToken/sessionToken of the user to authenticate state changing actions.

Does the developer have mechanisms to notify monday.com in case of a security breach?

Yes

Appd takes data security very seriously. In the unfortunate event of a security breach that may impact monday.com or its users, we have a clear communication protocol in place to notify them promptly. Notification Timeline: Immediate action: Upon detection or suspicion of a security breach, Appd will initiate an internal investigation to determine the scope and nature of the incident. This includes containing the breach, mitigating potential damage, and preserving evidence. Within 24 hours: Once the initial assessment is complete, Appd will notify monday.com security team directly through their designated point of contact. This notification will include the following information: Nature and scope of the breach (if known) Affected systems or data Potential impact on monday.com users Mitigation steps already taken Next steps and timeline for further investigation and remediation

Does this developer have a process for installing application-level updates and security patches for the service (such as software packages and databases)?

Yes

Automatic patching of infrastructure is enabled. Critical: We strive to patch critical vulnerabilities within 24 hours of their disclosure or discovery. This includes deploying a fix or mitigating the vulnerability to minimize potential impact. High: High-severity vulnerabilities are addressed with high urgency. We aim to patch them within 48 hours of disclosure or discovery. Medium: We address medium-severity vulnerabilities within a timeframe of 7 business days. This timeframe allows for thorough testing and evaluation of the patch before deployment. Low: Low-severity vulnerabilities are patched within a reasonable timeframe, typically within 30 business days. The exact timeframe may depend on the availability of a patch and the potential impact of the vulnerability.

Compliance

Is the app certified with the information security standard ISO/IEC 27001:2022?

Not answered

Is the app compliant with the Health Insurance Portability and Accountability Act (HIPAA)?

Is the app certified with System and Organization Controls (SOC 2 or SOC 3)?

Is the app compliant with the General Data Protection Regulation (GDPR)?

Yes

Data

Does the app send any data outside of monday.com? If yes, indicate whether the data is customer-submitted (e.g., board names, item names, doc content) or non-customer-submitted (e.g., account ID, board ID, user ID).

Not answered

Where does the app store logs data?

Not answered

Where does the app store the app data?

Not answered

Does the developer ensure application logs do not contain secrets or personally-identifiable information (PII)?

Yes

Yes, obfuscation and drop rules set to drop the sessionTokens from logs.

Is customer data segregated from the data of other customers (for example logically or physically)?

Yes

EmailGenie AI utilizes logical data segregation to isolate customer data from other customers.

Privacy

Does the developer enforce multi-factor authentication on employees access to systems which may process customer data?

Yes

2FA Auth is required into the Database system control pane, with certificates required to API access.

Does the developer protect access to customer data based on the principle of least privilege?

Yes

As stated before, customer data is extremely limited. However DB access (prod) is tightly controlled with access only provided to the production app to limited resources.

Reviews

No reviews yet.

Installation history

We have data for December 28, 2024 onwards only. Collected sometime after 00:00 UTC daily.

ID: 10000623 • App ID: 10177992 • Listing updated: September 30, 2024

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  "description": "<p>Integrate anything to monday.com - Genie AI transforms the way you manage tasks by automating the creation of monday.com items directly from your emails and their attachments. Whether you're dealing with invoices, contracts, or customer requests, Genie AI extracts the key information you need and converts it into actionable tasks, all with the power of AI.</p><p>🔍&nbsp;<strong>Key Features:</strong></p><p>AI-Powered Task Creation: Genie AI uses advanced AI to extract data from emails, PDFs, and images, and automatically creates tasks in your monday.com boards.</p><p>Versatile Data Extraction: Extract data from the email body, PDF attachments, or images. Simply send an email to your AI agent, and let Genie AI do the rest.</p><p>Save &amp; Manage Attachments: Save files to the agent’s comments, with AI-generated notes for additional context.</p><p>🚀&nbsp;<strong>Benefits:</strong></p><p>Streamlined Workflows: Automate tedious process of task creation, freeing up your team to focus on what matters most.</p><p>Increased Accuracy: Reduce human error by relying on AI to extract and populate task details.</p><p>Seamless Integration: Works effortlessly within your existing monday.com setup, enhancing your current workflow.</p><p>💡&nbsp;<strong>Use Cases:</strong></p><p>Invoice Processing: Automatically extract invoice details like due dates, amounts, and supplier information to create tasks for your finance team.</p><p>Custom System Integration: Bridge the gap between systems without direct integrations -if it can send an email, Genie can extract the data and create tasks.</p><p>Customer Support: Capture customer requests sent via email, converting them into actionable items on your boards.</p><p>⚙️<strong>&nbsp;How It Works:</strong></p><p>Set Up AI Agents: Assign a unique email address to each agent and configure extraction prompts for each column.</p><p>Send Emails: Forward emails with or without attachments to the agent’s email address.</p><p>Review &amp; Optimize: Preview the extraction and refine prompts as needed.</p><p>Questions? Contact us at&nbsp;<a href=\"mailto:[email protected]\" rel=\"noopener noreferrer\" target=\"_blank\">[email protected]</a></p><p><strong>About Appd</strong></p><p>Appd empowers teams with cutting-edge solutions to optimize workflows and achieve success.</p>",
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      "detailedAnswer": "EmailGenie AI utilizes logical data segregation to isolate customer data from other customers.  "
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}

EmailGenie AI

Automate task creation from emails and attachments using AI.

Security & Compliance

Security

Compliance

Data

Privacy

Reviews

Installation history

Table of Contents