Email to completed work

What you will accomplishCopy Anchor Link

Use an email asking you to complete or check a document. The video uses Outlook; Gmail follows the same task-and-review pattern with its own connection settings. You will prepare the output with AI, inspect it and confirm a reply with the final file.

Capture the requestCopy Anchor Link

1. Connect Outlook or Gmail and install its Seflo add-in or add-on.
2. Open the email, use Send to Seflo and check the selected request.
3. Open the task and inspect the conversation and original attachment.
4. Note the task code and connect your AI client.

The example starts with a concrete request and the original workbook. Open full-size image.

Prepare the work with AICopy Anchor Link

In your connected assistant, replace S-123 with your task code:

Open Seflo task S-123. Read the original request and attached workbook.
Explain the requested changes, then complete the workbook while preserving
unrelated cells and sheets. Verify the result and save the finished file
with the task. Prepare a short reply for review; do not send it yet.

Give the assistant missing business facts if it asks. If it cannot access the original file, resolve that before it creates an output. Do not let it reconstruct a spreadsheet from its filename alone.

Review and sendCopy Anchor Link

Check the destination, reply and selected output file before confirming. Open full-size image.

1. Download the finished file and inspect the requested changes. For calculations, check formulas and results.
2. Ask the assistant to prepare the reply action for the linked task and open its review.
3. Check the source account, destination, reply and actual attachment list.
4. Choose Send and complete when the review matches your intent.
5. Wait for the operation result, then check the original conversation for the message and downloadable file.

If sending is still running or the result is uncertain, inspect the existing operation before retrying. The source conversation is where you verify delivery; the task's Done stage alone is not a delivery receipt.

After confirmation, verify the reply and its attachment in the original conversation. Open full-size image.

Watch the Outlook exampleCopy Anchor Link

The product demo condenses the workflow. Your assistant may ask follow-up questions or need additional time to process the file. Follow the checks above even when the video moves quickly.

What to try nextCopy Anchor Link

Read Work with files and Review and confirm actions for more detail. If the source or file is missing, use Troubleshooting.