Introduction

Visit Xtractly’s official homepage at Xtractly.com to explore this powerful platform dedicated to extracting key information from emails through advanced AI techniques. Designed to seamlessly integrate with over 5000 applications via Zapier, Xtractly charts its course with the mission to streamline email data processing and boost productivity across teams. Adding IdentityCheck, a trusted ID verification tool, to the mix takes your data management game to another level by ensuring genuine user identification and fortifying security protocols within the automated workflows of Xtractly.

Why Connect IdentityCheck to Xtractly

By integrating IdentityCheck with Xtractly, organizations can enhance the reliability of the data extracted by verifying the identity of stakeholders directly from incoming emails. This integration provides multiple benefits:

• Seamless Automation: IdentityCheck augments Xtractly’s email parsing abilities by ensuring that all data entries comply with KYC checks right from the source.
• Enhanced Compliance: Legal and compliance-driven organizations benefit from airtight identity verification, reducing liabilities and enhancing trust.
• Boost Efficiency: As demonstrated in our case study on Fullstack Advisory, integrating IdentityCheck with Xtractly can significantly expedite data entry processes, increase compliance and reduce onboarding times.

Setting Up the Integration

1. Sign in to your Xtractly account and navigate to the integration tab.
2. Select IdentityCheck from the list of available integrations.
3. Follow the prompts to authorize IdentityCheck’s access to necessary data.
4. Map out the data fields that will require ID verification within your workflow.
5. Test the integration to ensure data is correctly parsed and verified as intended.

How It Works in Xtractly

Once set up, Xtractly will automatically parse incoming email data and send pertinent details to IdentityCheck for verification. For example, an email containing new client details can be parsed to extract name and contact information, after which IdentityCheck validates the identity against its database, ensuring that all entries meet compliance standards before being processed further.

Frequently Asked Questions

• Where is user data stored? All user data is securely stored with end-to-end encryption, in compliance with industry standards.
• Can I customize verification parameters? Yes, IdentityCheck allows for extensive customization to fit different verification needs.
• What if an identity check isn’t completed? Xtractly can flag incomplete checks for manual review, ensuring that no data entry goes unchecked.

Final Thoughts

Integrating IdentityCheck with Xtractly creates a powerful synergy, where automated data parsing meets rigorous ID verification to deliver safe and efficient workflows. This integration not only optimizes processes but also enhances trust and compliance across any organization using these services.