# A rapid AI prototype to auto-file email attachments at a private equity firm

> A private equity firm · Private Equity

A private equity firm built internal AI momentum with a lightweight prototype that automatically files inbound email attachments into its document management system.

## What was the problem?

Operating partners were keen to explore AI automation but lacked the time and experience to implement it. The firm wanted a lightweight prototype developed quickly to build internal momentum and interest in AI.

## What did QuantSpark do?

QuantSpark built an AI-powered workflow that automatically files inbound email attachments into the firm's document management system. Configurable rules trigger on inbound emails by sender, folder and subject; the email content is summarised and the associated company extracted; a looping sub-folder crawler iterates the file tree to select the most relevant location, creating a specific leaf folder where needed; and a validation and approval step reviews the proposed path before upload, prompting the user for confirmation when required. Delivery followed a value-first, learn-by-doing approach with success criteria agreed up front.

## What changed?

An estimated saving of up to 10,000 pounds per year (an indicative figure), more consistent document filing, and a demonstrated AI capability that built internal momentum for further automation.

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