Set up one workflow people can rely on
Set up a useful first task, such as a custom email list, invoice review table or supplier update. Choose who owns it, which accounts to connect and what colleagues or customers should receive.
Invoices to review
- Source
- Finance mailbox
- Material
- Invoice emails and attachments
Team review
- Owner
- Mira
- Output
- Invoice review table
- Review task
- Check amounts and due dates
Give Mira the invoice details and original documents needed for review.
Agree the scope and responsibilities
Name who can configure sources and processing, who reviews important values and who receives or acts on the result. Write down the records required for the task, the permitted audience and the expected update frequency.
Separate the workflow owner from the person who resolves each item. A supplier view may be maintained by procurement while individual delivery questions belong to different buyers.
Connect the inboxes and folders needed for the first task
Choose the accounts, folders or pages you’re authorized to use. Include the messages and documents needed for the first result, then open examples with their attachments. See supported connections for provider-specific options.
Use filters to include relevant material. Import a mailbox archive for earlier correspondence and connect an active account for new messages. Confirm the information needed for your task is available before setting up alerts or reports.
Save useful groups and extract the details you need
Create a custom list of emails across connected inboxes using senders, subjects or references. Add extracted fields when you need a table, and a current supplier or contract profile when you need to combine updates. Try an extraction setup on different document layouts and use AI when the wording needs interpretation.
Choose who checks important values and how to record corrections or resolve conflicting updates. If people must review the shared data, confirm the recorded decisions and automatic-acceptance settings. See data preparation for these choices.
Choose the view each recipient will use
Select the emails, documents or data to share, the fields to show and whether original files can be downloaded. Choose current reads, scheduled updates or a saved snapshot, then preview the view with the recipient’s access.
For API or webhook connections, agree identifiers, units and fields with the receiving system’s owner. Use the AI connection guide when an assistant should read selected information.
Add notifications and assign follow-up
Preview the condition an alert should match, choose email, digest or webhook delivery and set notification frequency. Add follow-up with an owner and due date when someone needs to act, then confirm they can see the supporting information.
Tell users where to inspect evidence and report a missing source, incorrect value or access problem. Document who maintains rules, credentials and recipient settings when the team changes.
Add sources after checking the first workflow
Repeat the same task used for the evaluation and record what improved or still requires manual work. Add sources or audiences when the next job needs them, then repeat the coverage and access checks affected by that change.
Keep setup notes, credentials and access responsibilities with the workflow owner. Review new document layouts and audiences as you add them so the task continues to serve the people using it.
Set up the first useful list, table or shared view
Choose one recurring task, connect its information and see the result from the perspective of the person who will use it.