Questions about using Polytrace

Create custom email lists across inboxes, find related documents and extract amounts or dates into a table. Share useful views with colleagues or customers and assign questions that need an answer. The product overview shows how these features fit together.

Search, custom lists and sharing work without generative AI. Extract data with fixed mappings or rules when layouts are consistent, and choose model extraction when the wording needs interpretation. Other model-backed features have their own setup. See data preparation.

Yes. Import earlier mail from a supported archive and connect active accounts for messages arriving later. Choose the folders and dates relevant to your work. See connections and team handovers.

Create lists of requests from shared inboxes or a hosted intake address, then forward matching messages to allowed recipients. Assign follow-up with an owner and due date and keep the answer beside the question. See inbox management.

Share a chosen browser view, spreadsheet, digest for organization members, API feed or webhook update. Choose the fields and original files each audience can read separately. See sharing and delivery and access controls.

Yes. Give a compatible assistant selected emails, files or fields through MCP or REST. Mask supported sensitive values, control original downloads and review recorded requests. Check the model’s answers and the provider’s own data handling as part of your process. See AI context.

Use Polytrace alongside those systems to gather information, check details and share data for your integrations to use. Your existing processes handle transactions, formal approvals and updates in other systems. The buyer’s guide helps you plan the fit.

Choose a recurring task such as finding supplier emails across inboxes or comparing invoice amounts. Browse the workflow examples and use the setup guide for your first useful result.