Notifications for confidential documents
Emails the right people about confidential documents from a daily file and archives the file and the log.
Overview
Confidential documents must be reported to the right people. This automation reads the daily file, sends up to three notifications per record to the creator, the case manager, and a central mailbox, logs every result, and archives the file and the log.
What has changed
- Less manual handling of sensitive documents
- Notifications are faster and standardized
- File handling is controlled and traceable
At a glance
In één oogopslag
Overzicht
Confidential documents must be reported to the right people. This automation reads the daily file, sends up to three notifications per record to the creator, the case manager, and a central mailbox, logs every result, and archives the file and the log.
Wat er verandert
- Less manual handling of sensitive documents
- Notifications are faster and standardized
- File handling is controlled and traceable
How it works.
What it does per record
- Loads the daily CSV file and moves it to 'in progress'
- Checks which email fields are populated for each record
- Sends up to three notifications per record
- Adds the outcome to a log
- Archives the CSV file
- Emails the log and archives it
Rules
A notification is sent to every recipient whose email address is provided, and records with missing recipient details are logged separately. Because the logic is fixed, the same input always produces the same result, and every run is logged.
Check out other automations.
Frequently asked questions.
No. The digital colleague works in the screens and systems your team already uses, whether they are legacy applications without an API or modern ones, so there is nothing to replace.
Yarado builds it, runs it and monitors it. When a screen or a system changes, we adjust the automation, so your team needs no developer or automation skills of its own.
Yes. Every run is recorded in the Yarado portal, where you can see which processes ran, when they last ran, what they produced and what went wrong. Depending on the automation, the processing log is also emailed to the team that needs it.
Yarado monitors every run and is alerted automatically when one fails, so a problem is picked up on our side. Cases that need a person are reported to your team with the reason, in the portal or by email.
Yes. Automations are built around your own steps and systems, and this page is just one example of what is possible. A first automation is typically live in weeks, not months.