> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arkata.mt/llms.txt
> Use this file to discover all available pages before exploring further.

# How Email Automation Works

> How Arkata processes Planning Authority emails automatically.

# How Email Automation Works

Arkata can automatically process certain emails from the Planning Authority and file them to the correct project — saving you the manual work of reading, downloading attachments, and updating project records.

## The basics

When an email arrives at your firm's designated Arkata email address:

1. **Arkata receives it** and stores it securely
2. **Identifies the type** — is it an ISR, RFI, RFI Reminder, or PDR?
3. **Matches it to a project** — using your Internal Reference or PA Reference
4. **Extracts PDF attachments** — and stores them as project documents
5. **Creates a task** (if applicable) — so you know action is needed
6. **Notifies you** — via inbox notification

## What Arkata will never do

<Warning>
  Email automation is deliberately limited for safety:

  * It will **never create a client** from an email
  * It will **never create a project** from an email
  * It will **never modify existing project data** beyond adding documents and tasks
  * If it can't confidently match an email to a project, it flags it for your manual review
</Warning>

## Matching logic

Arkata matches emails to projects in this order:

1. Looks for your **Internal Reference** in the email content
2. Falls back to the **PA Reference** (for RFI and RFI Reminder emails only)
3. If neither matches, the email is flagged — you'll get a notification to handle it manually

## Duplicate protection

If the same email arrives twice (which sometimes happens with PA systems), Arkata detects the duplicate and ignores it. Each email is processed at most once.

## PDF attachments only

Arkata extracts **PDF attachments** from matched emails. Other attachment types are not processed. If an email has no PDF attachment, it's still matched and logged — just no document is created.
