Solution / Shared Inbox & Document Automation

Shared inbox management that files every document and never misses an email

Rigby builds a custom AI agent that works your shared AP or AR mailbox: it reads every email, downloads and renames attachments, files them into a clean folder structure, and flags what actually needs a human. The mailbox stays organized on its own. Flat fee, live in days.

94K
Emails organized in one AR mailbox
28%
Of the week lost to email
39%
Manual invoice error rate
14.6d
To process an invoice by hand
0
Email tools that read a POD
The definition

What is shared inbox management?

Shared inbox management is an automated agent that reads each incoming email in a shared mailbox, classifies it by sender and keyword, downloads and renames its attachments, files documents into the correct folders, and flags time-sensitive messages for a human, so a high-volume AP or AR mailbox stays clean without anyone sorting it by hand.

Finance and operations teams run shared inboxes for almost everything: AR, AP, dispatch, documents, support. The real cost is not the volume itself. It is the missed invoice that turns into a late payment, or the proof-of-delivery that never got filed and now blocks a customer payment. A human cannot keep up. The agent can.

  • Classifies by sender, domain, and keyword into folders you define
  • Downloads, renames, and files attachments automatically
  • Flags urgent items and pings Slack or Teams
  • Routes spam to quarantine without deleting
  • Keeps a full, reversible audit trail of every action
The cost of a messy mailbox

Why a messy shared mailbox is expensive.

~28%
Of the knowledge worker week spent on email
McKinsey
14.6 days
Average time to process an invoice manually
DocuClipper 2026
39%
Of manual invoices contain an error
DocuClipper 2026
How it works

How Rigby organizes your inbox.

Five steps, all running on top of the mailbox and storage tools you already use.

01

Audit

We sample your live mailbox, map sender patterns, attachment types, and the messages that actually need a human.

02

Schema

We agree on a folder structure and naming convention with you: by customer, by document type, by date, whatever your team already uses.

03

Sort

The agent classifies every new email by sender, domain, and keyword, and moves it into the right folder.

04

Flag

Time-sensitive items, exceptions, and anything outside the rules get surfaced to a human in Slack, Teams, or email.

05

Run

The agent runs continuously, attachments land in the right document folders, and you get a weekly summary of what moved.

Scope

What is in scope.

We are precise about what the agent owns, what we scope carefully, and what we will not touch.

We build this

  • Classifying and foldering email
  • Downloading and renaming attachments
  • Filing documents to folders
  • Urgent flagging and alerts
  • Spam routing to quarantine

Scoped carefully

  • Auto-replies and drafted responses
  • Writing into other systems
  • Cross-mailbox routing

We do not do

  • Permanently deleting mail
  • Sending payments
  • Acting without an approval step
Proof point / Freight & logistics
With the volume of emails sent to that inbox, we want to ensure that nothing gets missed.

A 300-plus truck, 9-terminal third-party logistics operator runs a single AR mailbox that has accumulated more than 94,000 messages. Rigby audited the inbox, agreed on a folder schema by customer and document type, and now sorts every incoming message, files attachments, and flags urgent items for the AR team. The same agent is now extending into proof-of-delivery handling, pulling PODs out of email and filing them against the right load.

Read the case study
FAQ

Questions AP and AR leaders ask.

No. Rigby never permanently deletes mail. Spam and low-value email get routed to a quarantine folder you can review. Everything is reversible, and a full audit trail logs every action the agent takes.

Stop sorting. Start shipping.

Flat fee, live in days, no rip-and-replace. Your team keeps control of the mailbox. The agent does the sorting and the filing.

Book a build call