Agent brief
Frank polls admin@, matches each attachment to a patient, uploads into SharePoint, and moves the email into the right Outlook folder. He skips Sonic/Clinipath and flags unknown people for directory growth.
Schedule
On demand · watch 120s
Last seen
15
messages
Filed
5
emails
Saved
18
attachments
Errors
0
last run
Workflow
4 steps · every poll- 1
Poll mailbox
Read recent inbox on admin@equahealth.com.au via Graph.
- 2
Resolve patient
To/Cc → From → filename → PDF text → else _Unmatched.
- 3
Upload attachment
EQUA - Patient Files/{LASTNAME Firstname}/email attachments/.
- 4
File the email
* Patient Records */{patient} or Inbox/Needs Review.
- 15:53
Run completed
15 seen · 18 attachments · 0 errors
- 15:53
Filed pack
FW: Records → 12 files to THOROGOOD Rachel, 1 to _Unmatched
- 15:53
Unknown patient
DIRNBERGER Nicholas (partner andrology PDF)
- 15:53
Filed
AUSTEN Lauryn · 2 pathology attachments
- 15:53
Mapped move
LOWE Mia · MARTIN Emma → * Patient Records *
- 15:52
Skipped
Sonic/Clinipath forward left alone