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Quickstart

Follow these steps to start managing submissions in Kantilever.

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1. Connect Your Email

Before receiving submissions, connect your Outlook inbox:
  1. Go to Settings > Integrations
  2. Click Connect Outlook
  3. Sign in with your Microsoft account and authorize access
Kantilever will monitor your inbox for incoming submissions.

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2. Create a Desk

Desks organize submissions by line of business or team:
  1. Click + New Desk in the sidebar
  2. Enter a name (e.g., “Commercial Property”, “General Liability”)
  3. Optionally add a description

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3. Set Up an Intake Rule

Intake rules determine which emails create submissions in your desk:
  1. Open your desk and go to Intake Rules
  2. Click + New Rule
  3. Configure conditions:
    • Email To: Filter by recipient address
    • Email From: Filter by sender
    • Subject Contains: Match keywords in subject
    • Has Attachments: Require attachments
  4. Enable the rule

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4. Configure Data Fields

Define what information to extract from submissions:
  1. Go to Data Fields in your desk
  2. Add fields like:
    • Insured Name (text)
    • Policy Effective Date (date)
    • Total Insured Value (currency)
    • State (enum)
  3. Save your extraction schema

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5. Review Your First Submission

When an email matches your intake rule:
  1. Kantilever creates a submission automatically
  2. Documents are extracted and data fields populated
  3. Review the submission in your desk’s Submissions tab
  4. Update status as you progress through underwriting

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Next Steps