Negative Email Alert

The Negative Email Alert process creates an automatic alert for any inbound client email that is highly likely to have a negative sentiment. The FYI sentiment detector checks the text in all emails, and when relevant, the process creates a task assigned to the relevant client's manager to review the email.

This process uses Artificial Intelligence to perform a sentiment analysis of the content of the email text. When it detects that the sentiment is negative, the automation is executed for that document.

FYI uses a tool that first looks for what it considers the main phrase in the text, in the first 5000 characters of the email. The sentiment analysis then returns the overall sentiment of the text and performs a score of four levels: Positive, Negative, Neutral, or Mixed. It then looks at the scores for these four levels to work out the overall sentiment.

Note the following important information before running this process:

• There may be examples where the negative sentiment will be triggered where it does not apply to the accounting profession. For example, the tax authority sends a standard email laying out tax obligations with clauses on what happens if you do not pay. Although this is standard text in the email, it may trigger a negative email alert.
  
  FYI is working through these examples and will continue to fine-tune when the negative email is triggered. If you feel the alert has been triggered for the wrong reasons, please let us know. 
   
• The Filters in this process do not consider the filing status, therefore emails that are draft filed may be included. This ensures emails matching the criteria are not missed.
  If an email is 'Not Filed' and is part of a thread when the process runs, it will not be auto-filed. This is due to the rules outlined in Managing Document and Email Threads.

Editing the Negative Email Alert

1. From FYI, click the Automation menu option.
    
2. Go to the Processes tab.
    
3. In Negative Email Alert, click the cog icon to edit this process.

Process Settings

The Negative Email Alert is configured with the following settings:

Note: The Run from options are not available for Sample Processes included with FYI. Refer to Setting up Custom Processes.

Process Steps

There is one Alter Document Step with the below settings (these can be modified as required):

When the email arrives, a task will be created automatically.

Note: If you need to reset the process, for example, if the step was deleted, click Reset. This will restore the process back to the default configurations.