Your personalized email agent to process all incoming attachments

At Trellis, we’re on a mission to eliminate manual document processing so teams can focus on higher-value work. But we kept hearing the same thing from our customers:

“Most of our document-heavy workflows start with an email attachment”

Whether it’s purchase orders, enterprise contracts, or invoices, emails remain the default way critical business documents enter an organization.

That’s why we’re launching Abby — your personalized email agent that automatically processes incoming attachments, extracts key data, and routes it to the right tools.

What does this unlock ?

With Abby, you can automate critical workflows right from your existing tools. No more manual downloads, uploads, or lost attachments.

Since our beta launch earlier this year, we’ve seen companies leverage Abby to:

✅ Expand first-class document automation to the broader organization —without extensive integrations or engineering support.

✅  Recognize and collect revenue faster — by automatically reconciling contracts, account receivables and invoices.

✅ Accelerate onboarding for your own customers — by creating a unique email address for users to forward onboarding documents like contracts and KYC documentation, making data ingestion instant.

✅ Eliminate manual data transfer and coordination — so finance and ops teams can focus on insights, not paperwork.

✅ Ensure consistency and compliance — with automated permissions, categorization, and structured storage in tools like Salesforce, NetSuite, and more.

Setting up your own Abby

It only takes 3 steps to get Abby set up for your internal team or customers:

1. Set up a shared email inside Trellis Transform (e.g. your-company@acme.com)

2. Forward files to it

3. Abby auto-extracts data, applies permissions, categorizes docs, and syncs to Salesforce, Netsuite, & more.

To set up a share email

📍 Navigate to Project → Transformation. Click the email icon at the top right to create a unique email address.