Use Case: Outlook Email & Note Logging

Connect Outlook with Salesforce so you capture emails and internal notes as Salesforce Tasks in real time. The logging core parses valid recipients, associates messages to the right Account, Contact, Lead, or Opportunity, and attaches the email content and files to the Task. You reduce manual logging, keep activity history complete, and improve sales visibility and compliance. Available today on all plans.

You can configure Task fields and ownership to match your process. You can include notes, thread IDs, and original timestamps, with built‑in safeguards to avoid duplicates.

Use Case: Prepayments on Invoice Line Items

Add prepayment configurations to automatically split multi‑period costs into recognition schedules and line items. You define start/end dates, recognition cadence, and GL mappings once; the system creates accurate invoice lines and the associated recognition plan so you can close faster with fewer adjustments. Available today on all plans.

Preview schedules before posting, lock source amounts, and route exceptions for approval. Use GL code rules to align recognition with your chart of accounts and export clean data to your downstream system. When creating or reviewing invoices, use Prepayment in the line item editor to apply and preview the schedule.

Use Case: AI OCR Document Processing

Ingest PDFs, images, and emails, extract fields with OCR, and automate downstream actions from a single workflow. The pipeline normalizes date and currency formats, validates required fields, and populates your forms and line items so you can process invoices, receipts, and supporting docs with less manual entry. Available today on all plans.

Secondary features

• Subflow: Reuse flows as building blocks so you can standardize logic across automations and keep complex workflows maintainable. Go to Flow Builder → Subflows to create and reference subflows.

• HTTP Request node (axios with sslVerify): Send HTTP calls with the axios engine and support sslVerify=false for testing against self‑signed endpoints. Go to Flow Builder → HTTP Request node to configure verification.

• WordPress Page Creator node: Publish and update WordPress pages from a flow so marketing can automate content operations. Go to Flow Builder → Nodes → WordPress to connect and map fields.

Improvements

• Node: GDrive Trigger Node Improvements

• Node: Implement AI OCR Node v2 Powered by Reducto.io

• Dashboard: Analytics Dashboard — New Records Chart

• Dashboard: Automated LP Reporting Workflow

• Dashboard: GL-Based Dashboard & Widget

• Dashboard: Normalize GL Spend to Cost per Occupied Unit (Using Invoice Issue Date if Approved)

• Dashboard: Recognition Schedule Preview Calculation

• Database: Customer Leads Logic

• Database: GL Code Mapping Match Rate/ Pre-Cutover

• Database: Invoice Line Item Structure Accuracy (1:1 vs 1:M)/ Pre-Cutover

• Database: Update limit for users query to fetch all members of organization

• Database: Update Query and Prompt for the Updated Inventory with Sales Data

• Form Studio: Add Data Badge when data source is set for Date field

• Form Studio: Disable Text Field in Dynamic Table when Task is completed

• Form Studio: Form Builder Tab component

• Form Studio: Tabs Component

• Form Studio: Binding of file renderer to form field values

• Improvement: Improve Rejection Process for Emails

• Improvement: Metrics & Monitoring for Outlook → Salesforce Sync

• Improvement: OCR Timestamp Formatting Not Human-Readable

• Improvement: Request for Mobile Field Addition

• Interface: Default Collapse Left Navigation Pane on Task Record Pages

• Interface: Enhance Dynamic Table Dropdown width and search functionality

• Interface: Enhance Dynamic Table UI

• Interface: Create typeform custom page

• Interface: Add Prepaid Config

• Interface: Enhancement Request for Account Association

• Interface: The amount field is display-only and auto-calculates from subtotal + tax

• Search: GL Code Picklist Missing Search Functionality

• Roles & Permissions: Hide Runs page from non-admin users

• Roles & Permissions: Only show analytics, chat admin knowledge base to admin roles

• Performance: IAC Monitoring Components - Foundational Blocks

• AI Chat: Update Gemini Models

Fixes

• API: Fix: Webhook Node Output

• API: First Name Missing in Sync

• Authentication: Access token issue on gdrive

• Bug: UI Not Reflecting Manual Backend Task Status Update

• Bug: Create `Default` Task Configuration on Org create

• Bug: HQ Approval Misattribution Issue

• Bug: Input Form Table is too crowded in Form Builder

• Editor: Adding field to container inside nested container fails

• Editor: Data source update issue for fields inside tabs

• Editor: Duplicate Flow does not remap data source references

• Editor: Fix duplicate flow function to update data source references for form builder fields

• Editor: Fix Form builder typescript errors

• Editor: Fix subflow mention tags showing dynamic schema instead of consolidated output

• Editor: Fix dropdown data source handling for object types

• General: Ensure OCR Output Matches Expected Oracle Import Format for Invoice #7931LS

• General: Run Status Stuck on "Running" Instead of Closing Out

• Interface: Container Layout Distribution Not Applying Correctly (30/70 shows as 50/50 in final view)

• Notifications: Email Logging Issue in MergePoint

• Search: Search Bar Limitations – Task ID and Partial Keyword Search Not Working

MergePoint now provides dedicated approval controls that enable users to make informed decisions on assigned tasks while maintaining comprehensive audit trails.

Core approval functionality:

• Dedicated Approve and Reject buttons positioned in the lower right interface

• Optional comment system within approval modals for decision context

• Two-step confirmation process to prevent accidental task actions

• Visual distinction with red highlighting on reject functionality

Audit Trail Update
The decision (approve or reject) is recorded in the approval timeline, visible to all collaborators.

Users can review task details thoroughly before accessing the action controls. The approval process includes a confirmation modal that allows for final comment addition before saving the decision, ensuring all approvals are intentional and properly documented.

High-volume operations require consistent task management across different process types. The adaptive interface handles all workflow variations within the same management view.

Core task management capabilities include:

• Dynamic interface adaptation based on selected workflow type

• Universal search functionality across all task types and data structures

• Workflow-specific filtering with relevant criteria for each process

• Assigned to Me view for personal task prioritization

• Clear visual status indicators for Open, Completed, and Overdue tasks

• Bulk management operations across different workflow types

The system scales with automation growth. As teams add new workflow types with different data requirements, the interface automatically adapts to provide consistent task management without requiring separate tools or training for each process type.

More improvements & fixes

• Use Cycles to focus work over n–weeks

• Connect to Slack