Sort mail
Sort mail reads each scanned piece of mail, routes legal mail within the hour, deposits checks, and forwards or shreds the rest.
Trigger
Runs on File.created where source = 'mail'. Part of Mail handling, run by the Operations Team.
Steps
- Read the scan and sort it: legal, check, bill or other.
- Route legal process and state notices to the Legal Lead within the hour.
- Deposit each check and attach its scan to the Transaction.
- Record each paper bill as a Bill for payables.
- Forward personal mail and shred junk.
Outputs
Example
A scanned envelope from the state arrives at 10:05. The Operations Lead reads it as a franchise tax notice and assigns it to the Legal Lead at 10:12.