Extract client information from emails and send structured message to Roam group

Extract client information from forwarded emails, format the data, and send a structured message to your designated Roam group for further action. This accelerates your response time and improves client engagement.

Zap details:

Overview

Extract client information from forwarded emails, format the data, and send a structured message to your designated Roam group for further action. This accelerates your response time and improves client engagement.

Extract client information from emails and send structured message to Roam group