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2.3. AI Mail Analysis and Project Linking Guide

TFlow automatically identifies incoming trade-related mail and has AI summarize and analyze the data in attached documents (B/L, P/L, C/I, etc.). You can also link that mail to a specific project yourself (mapping).

⚠️ To link a mail to a project, you must be a member of that project. If you are not, ask the project's owner to invite you.

1. Reviewing Automatic AI Document Analysis Results

If a received email contains trade documents, TFlow AI provides parsing results.

  1. In Email > Inbox, click a mail to enter the Email Detail page.
  2. In the AI Analysis panel on the right or bottom, review the items (shipment information, items, key risk conditions).

1-1. Analysis Troubleshooting (FAQ)

  • Q: "The analysis panel is empty and shows 'AI analysis failed'."
    • A: Most likely the body only contained an image signature, or the scanned PDF resolution was too low to be recognized as text. Alternatively, it may be a general notice rather than a trade document.

2. Linking a Mail to a Project (Mapping)

When the AI analysis alone can't tell which project a mail belongs to, link it yourself.

  1. Click Link to Project (the chain icon) at the top right.
  2. In the popup, enter the project name or CI (Commercial Invoice Number) to search for the target project. (e.g., "Project #137")
  3. Select from the list and click Link.
  4. When linking is complete, the email and the project enter a shared state together.

2-1. Mapping/Linking Troubleshooting (FAQ)

  • Q: "I accidentally linked the email to the wrong project."
    • A: Click the X (or Unlink) button next to the 'project tag' at the top of the mail detail screen to immediately unlink, then search for the correct project and link again.
  • Q: "I searched for a project, but the Link button is disabled."
    • A: You can search for it, but you cannot link it unless you are a member of that project. Ask the project's owner to invite you.
  • Q: "Can I link one email obtained from AI analysis to multiple projects (Project A, Project B) at the same time (multi-mapping)?"
    • A: Currently, the link between a mail and a project supports only a 1:1 relationship. You cannot multi-map an entire email body to several projects at once.