Your Mail. Fully Automated.
Into Your Workflows

Set the rules once. Your mail scans, sorts, routes, deposits, and files itself

directly into Slack, Drive, or wherever your team already works.

Instant routing
Auto check deposit
Zero manual steps

Mail Management needed a person. Not Anymore

  • Mail is downloaded and forwarded between teams
  • Documents are uploaded manually into internal systems
  • Checks wait in mailboxes before being processed
  • Compliance documents are stored inconsistently
  • Mail is routed automatically to the right people
  • Documents are categorized and stored instantly
  • Checks move directly into accounting workflows
  • Records are synced across secure systems

Plug in your mail into your existing workflows.

When a check is received

Deposit it automatically

When mail arrives

The scan is ready

When mail arrives

if sender = vendor

When mail arrives

from a client

Automation Rules Engine

Built for Teams Who Don’t Have Time for Paper

Your mail runs itself

Tell your mailbox what to do when mail arrives from the IRS, a vendor, or your bank. Scan, shred, forward- applied automatically from that point on.

Checks deposited before you ask

When a check arrives, your rule sends it for deposit. No logging in, no manual steps, no delay.

Get notified where you work

Tax notice to your accountant. Invoice to AP. Legal doc to whoever needs it. One rule. Instant Slack alert, email, or Drive upload.

Industry Use Cases

Built for teams across industries

Automate your mailbox

Secure handling of protected health information with audit trails.

Compliance & Security

Frequently Asked Questions

What tools and apps can I connect my mailbox to?

Through our Zapier integration, you can connect US Global Mail to 2,000+ apps including Google Drive, Dropbox, Slack, QuickBooks, Salesforce, Trello, Notion, and more. This means your scanned mail can flow directly into the tools your team already uses, with no manual downloading or re-uploading required.

How does the automation rules engine work?

Our rules engine lets you define triggers based on mail characteristics — sender, document type, keyword, or time of arrival — and automatically route each piece of mail to the right destination or team member. For example, you can create a rule that sends anything from the IRS straight to your accounting folder, or flags mail from a specific client as urgent and notifies a team member in Slack.

Do I need technical knowledge to set up automations?

No. Most automations are set up through our visual rules engine with no coding required. For teams that want deeper customization — like connecting to an internal ERP or building a fully automated digital mailroom — we also offer a webhooks API and developer documentation to build exactly what you need.

What is a webhook and how does US Global Mail use them?

A webhook is a real-time notification sent to your systems the moment a specific event occurs — like a new piece of mail arriving, a scan completing, or a document being uploaded. Instead of manually checking your mailbox, your internal tools receive the data instantly and can trigger their own workflows automatically. This is particularly useful for businesses processing high volumes of mail or checks on a tight schedule.

Can I automatically deposit checks without logging in every time?

Yes. You can set up a rule to automatically initiate check deposit whenever a check arrives in your mailbox. This is especially valuable for businesses that receive checks regularly like law firms collecting retainers, property managers collecting rent, or nonprofits receiving donor payments, where manual processing creates unnecessary delays.

Can different team members receive different mail automatically?

Yes. Our routing rules let you segment incoming mail by sender, document type, or any other criteria, and deliver each item to the right person or system automatically. A legal document goes to your counsel, a vendor invoice goes to accounts payable, and a client contract routes directly to your CRM — all without anyone touching a dashboard.

Is automated mail handling secure and compliant?

All mail processing takes place within our SOC 2 Type II certified infrastructure, and our platform supports HIPAA-compliant handling for protected health information. Automated workflows don’t bypass security; every document is still processed under the same encrypted, audited environment regardless of how it’s routed.

Got more questions?