Yes. With Doss, receiving an email from a specified Outlook contact can trigger actions like updating an order status, creating a task, or launching a return or dispute process. You can set these automation rules without coding, allowing your operations, sales, or customer service teams to respond instantly, without manual triaging or missed communications.

Yes. Doss lets you create email templates using dynamic variables, pulling in fields like order number, delivery ETA, invoice details, or customer name. You can personalize updates at scale, maintain brand consistency, and dramatically cut down manual email writing. It's perfect for sending order confirmations, shipping updates, return instructions, or payment reminders right from Outlook.

Managing documents like invoices, purchase orders, packing slips, or quotes is effortless. You can set rules to route attachments into specific tables, trigger document-based workflows, or generate custom documents and attach them to outgoing emails from your Outlook inbox.

Yes. Doss uses secure authentication protocols for all Outlook integrations, ensuring encrypted communication and full access control. You maintain full compliance with IT security policies while automating communications between email and your ERP operations, no risky forwarding or inbox scraping.

The Doss Outlook integration connects your email communications directly into your ERP workflows. Incoming and outgoing emails are tied to sales orders, purchase orders, customers, and vendors inside Doss. You can automate workflow triggers based on emails received, manage attachments, and create templated outbound messages — all while keeping communications secure and traceable within your ERP system.