Nothing gets lost between channels
Every exchange, whatever its original channel, finds its place in the right record.
Simulated flow: centralised communications
Centralised communications
From exchanges scattered across several channels to a single record memory: the system attaches each item to the right record, rebuilds its timeline, and prepares a workable synthesis. This flow does not draft a reply: it rebuilds the record's memory.
Fictional company · Fiduciaire Grangeneuve SA · Accounting and tax services for SMEs — French-speaking Switzerland · 2 records tracked
01Sources
02Attachment
03Timeline
04Synthesis
Step 01
Incoming items
8 unattached communications · 2 known records
01
Email · 9 days ago
Bouctio SA — management
Question about the 2025 balance sheet: could you confirm the planned closing date?
02
Form · 6 days ago
Website contact form
Contact request regarding the third-quarter VAT return for Meyer & Fils.
03
Internal note · 8 days ago
Staff member — after a call
Following the call with Bouctio SA: the last quarter's bank statement is still missing.
04
Document · 7 days ago
Attachment received by email
Fourth-quarter bank statement sent by Bouctio SA.
05
Email · 5 days ago
Meyer & Fils
Follow-up: what is the status of the third-quarter VAT return?
06
Other channel · 3 days ago
Voicemail — unidentified number
Please call the client back about the ongoing file.
07
Email · 7 days ago
Colleague (forwarded)
Fwd: Question about the 2025 balance sheet — forwarded for information.
08
Internal note · 2 days ago
Staff member — internal decision
Decision: Bouctio SA's closing deadline is postponed to 30 November.
Demo: no real connection to a mailbox, a CRM or a document. No external action is executed.
Step 02
Attachment
Waiting for the attachment
Click “Attach the exchanges” to start the flow.
Step 03
Record timeline
Waiting for the attachment
Click “Attach the exchanges” to start the flow.
Step 04
Synthesis & actions
Waiting for the attachment
Click “Attach the exchanges” to start the flow.
What this flow represents in a real company
A record's memory, not an inbox
The rebuilt timeline replaces manual searching across several tools.
Nothing is attached without validation when in doubt
An ambiguous attachment stays subject to a human choice, never assigned automatically.
Test this flow on your own scattered exchanges?
Share the channels you use and the type of records involved. We will get back to you via info@zustsystems.ch.
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