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Using Matium Magician to Create Haves and Needs
Using Matium Magician to Create Haves and Needs

Learn how the Matium Magician can turn your emails into haves and needs in Matium.

Updated over 4 months ago

Matium Magician is a smart email integration that turns your emails into haves and needs in Matium. The Magician uses AI to extract relevant information directly from an email and creates draft haves and needs in Matium for you to review and publish.

Emailing Haves and Needs

To create a new have or need from an email, simply forward an email or send a new email with the details of your have or need to [email protected].

Provide as many details as possible in the email including any and all required material specifications. The Magician will extract as much relevant information as possible from the email for you to review.

Tips

  • You must send or forward the email using the same email address you use to login to Matium.

  • If you have multiple haves or needs, send each one in a single email. The Magician currently only supports creating a single draft have or need from an email.

  • Including words such as "have", "need", "buy" or "sell" in the email will help the Magician correctly identify the email as describing either a have or a need.

  • If the Magician can not determine if an email describes a have or a need, you will receive an email back from Matium letting you know that we were not able to create a draft. In this case, ensure a clear identifier is included in the email such as "have" or "need" and try sending the email again.

Reviewing and Publishing Draft Haves and Needs

All drafts sent in from your registered email address will be shown under the Magician hat in the top navigation bar.

To review and create a new have or need based on a draft:

  1. Select a draft to view a side-by-side view of the original email along with the draft have or need.

  2. Review the have or need and fill in any missing or additional information.

  3. Select any attachments from the original email that you would like to include as documents for the new have or need.

  4. Click Submit to create the new have or need.

Once the new have or need is created, the draft will automatically be deleted. To manually delete the draft without creating the new have or need, simply click the Delete Draft button.

Note: Emails that are sent or forwarded may be used to improve the functionality of the Magician AI.

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