BY NUMBER7 AIEmail + invoice-linked collaboration
Your client replies from email. The answer returns to the bill.
Ask a client or teammate from AIdaptIQ, with the invoice and previous conversation attached to the question. They need no platform seat to answer through email.
Invoice-linked reply example
The buyer answer
How does AIdaptIQ keep client clarification with the transaction?
The question starts from the invoice. Clients and teammates reply through email without a platform seat; the reply returns to that invoice, automatically updates its workflow and retains the full previous conversation. Configured review and approval still apply before an accounting action.
LAB-113 · one missing project answer
Three places. One invoice identity.
- In AIdaptIQLAB-113 · $240 freight
Ask from the bill.
Which project should this freight bill use?
The reviewer retains the source invoice and previous conversation beside the question.
- In the recipient’s inboxReply to LAB-113
Answer through normal email.
Use the North site project.
The client participates without a seat in AIdaptIQ.
- Back on the same billAnswer received
Continue with the context intact.
The reply and full earlier thread return to LAB-113. The workflow updates, and the reviewer follows the next configured review and approval step.
See the reviewer’s exception workbench
The reply supplies the missing project context. Required review and approval still apply.
Before the conversation
Put the document in the correct operation.
Start with the received message.
Mailbox, sender, client and entity assignment matter before the question is sent. Duplicate or ambiguous evidence remains visible for review; the communication thread follows the resolved transaction.
The inbox keeps the original email and document attachments available at intake.
Optional animated walkthrough
Watch the same question return to LAB-113.
Open the 72-second invoice-linked email example
Next step
Review one recurring clarification loop.
Choose the missing information your team chases most often. Follow the question, client reply, review and accounting handoff on the same bill.