Data types
Business email
Approved business email threads can connect an incoming request to the questions, decisions, and actions that follow.
A complete task has context.
Illustrative exampleThe request
A customer asks to change a purchase order.
The work
The team checks the order, asks one clarifying question, and confirms the revised quantity.
The result
The order is updated and the final confirmation closes the thread.
A buyer might study how to classify requests or draft task-specific replies. A general inbox export needs careful selection and review.
What to inventory
Shared business inboxes and selected operational email threads.
- Threads grouped by task rather than isolated emails
- A known source and date range
- Approved links to the related order or case
What to review
- Does the business have the right to license both sides of the thread?
- Are attachments, signatures, and contact details in scope?
- Which customer, supplier, or legal discussions must be excluded?
Your records are a good place to start.
Tell us what your team records. We will help you understand the next questions to ask.