Using AI: capture and store referral submissions in a database for tracking and management

This automation category uses AI to automatically capture structured referral submissions, enrich them with unique identifiers and contextual insights, and store them in a centralized database for seamless tracking and management. It eliminates manual data entry and reduces errors by routing referrals from messaging platforms, form submissions, and labeled emails into a unified system. Teams gain real-time visibility into referral status, personalized follow-up triggers, and performance metrics without switching between multiple tools.