BY NUMBER7 AIAIdaptIQ feature film · 72 seconds
Your client replies by email. The answer stays on the invoice.
Watch a client reply by email without a platform seat. The answer returns to its invoice and updates the AIdaptIQ workflow, with required review retained.
Invoice-linked email collaboration
One question. One reply. The same invoice.
Clients and teammates reply from their usual email without an AIdaptIQ seat. The answer and conversation return to the originating invoice, update its workflow and retain configured review and approval.
- 01 · Reviewer, on the billLAB-113 · $240 freight
“Which project should this freight charge use?”
- 02 · Client, from emailNo platform seat needed
“Use the North site project.”
- 03 · Back on LAB-113Answer and history retained
The reviewer continues with the project answer. Required review and approval remain.
Follow the animated workflow, inspect the original PDF and check the decision in the Lab.
Full walkthrough transcript 72 seconds · on-screen explanation
This $240 freight bill is waiting for one answer: which project should it use?
The reviewer asks directly from the invoice. The source and the previous conversation stay beside the question.
The client answers from their usual inbox: “Use the North site project.” They do not need an AIdaptIQ seat to participate by email.
Back in AIdaptIQ, that reply returns to the same invoice. The conversation is retained, and the answer automatically updates the workflow.
The reviewer continues from the bill, with the context intact and the required review and approval still in place.
Your clients answer from their inbox. Your team keeps the answer on the bill. Book a thirty-minute workflow review with Number7 AI.
Next step
See this workflow on your documents.
Bring the invoice question your team currently has to resolve. Use a 30-minute review to agree the source evidence, reviewer boundary and accounting outcome.