Can I search inside attachments and files?
Search the text available from supported file formats and attachments captured by your connected sources. Choose the messages and folders to include for the task.
Work with the inboxes, drives and websites you already use
Bring emails and supporting files together across your accounts. Import earlier correspondence, read shared folders and follow selected web pages, choosing the material your team needs for each task.
Connected sources
- Outlook
- Procurement mailbox
- SharePoint
- Supplier agreements
- Saved email list
- Cedar Works updates
Ways to share the details
- Shared view
- Selected delivery dates
- API
- Selected fields as JSON
- Team digest
- Scheduled for chosen members
Choose the fields and access separately for each shared view.
Email accounts and incoming messages
Connect Gmail, Outlook or IMAP accounts, or receive messages at a Polytrace-hosted inbox. Choose folders, date ranges and email filters to create useful lists across the accounts your team works with.
Route matching incoming messages to a team using recipient domains allowed by your organization. See inbox management for sorting requests and assigning follow-up.
Keep earlier email history available
Import authorized MBOX, PST or zipped Maildir archives for a handover, investigation or review. Files are validated before import, and you can work with the messages included in the export.
Connect an active account as well when you need messages arriving after the export. The archive supplies the earlier history.
Bring shared-drive and SFTP files into the review
Read files from Google Drive, SharePoint or OneDrive for Business, blob storage or SFTP. Choose the folders and filter by supported file names, types, modified dates or sizes to include relevant documents.
SFTP capture reads your chosen directory without changing its files. Set password or SSH-key access and verify the server using its SHA-256 host-key fingerprint.
Follow calendar events and selected website updates
Connect an iCal feed or use supported ICS email attachments for calendar events. Choose permitted website addresses and a capture schedule for notices, prices or research pages.
Compare the versions captured on that schedule and keep the page behind a finding available. See website and research monitoring for selecting changes your team needs to review.
Share information with applications and AI assistants
Give connected systems selected data through API reads and webhook updates. Let compatible assistants search selected information through read-only MCP or REST access, with fields and original files chosen for each connection.
An administrator can connect your organization’s AI provider for optional model extraction and, where enabled, questions inside Polytrace. Sharing read-only information with an external assistant does not require a model call in Polytrace. See the AI connection guide for setup.
Common questions
Who can read the information from a connected account?
Choose separately which material the connection captures and which people can read it in Polytrace. Shared views have their own audience settings and controls for fields and original files.
Bring the information for your next task together
See how to work with emails from different inboxes, related files and selected web pages using the connections your team needs.