Does Polytrace replace our existing systems?
Use supported connections to work with information from your existing inboxes and drives, then share chosen views or data with your downstream systems.
Company
Polytrace helps teams find, review and share information that arrives in emails, documents and websites.
Why we built Polytrace
A supplier changes a delivery date by email. A contract arrives as an attachment. A colleague leaves with years of account correspondence in their mailbox. The information exists, but finding it and keeping a useful record often means another spreadsheet or another forwarded thread.
Polytrace brings the relevant emails and documents together. Create custom lists across inboxes, extract useful details into tables, track changes and give another team or customer the view they need. The originals stay intact and available under their access and retention settings.
How we approach the product
These choices guide the product:
- Keep original emails and documents intact when values are corrected or information is shared.
- Let teams start with useful email lists and searches, then add extraction or alerts as the work needs them.
- Show the original document behind an extracted amount, date or reference.
- Give each audience or connected application the fields and files it needs.
- Keep search, custom lists and sharing useful without generative AI, with model extraction available when the wording needs interpretation.
Who uses these workflows
Operations teams review supplier updates. Finance teams check invoices against the original document. Support and account teams prepare handovers. Legal, procurement and risk teams collect evidence for a review. The records differ, but each team needs to find information, check its source and decide who can see it.
The next owner needs the promises and open questions
Import the relevant email history, create useful lists and bring the account’s documents into a project handover. Keep the proposal versions and outstanding questions available to the new owner, with the access needed to read them.
Common questions
Do we need to configure every feature?
Start with the emails and documents you need to find or share. Add tables, alerts and assigned follow-up when they help with a particular task.
Where can we see examples?
Browse the workflow examples or the industry pages. The product overview explains the individual steps.
Tell us about the information your team keeps searching for
Tell us what arrives, what you need to find and who needs the result.