Add customer label to new incoming card by email
Add customer label to new incoming card by email
Your incoming cards from uploaded emails lack customer labels, causing routing delays and prep gaps for account managers. Labels are added automatically so managers can triage work same day.
Overview
Incoming client-uploaded cards often arrive unlabeled, forcing account teams to hunt for customer context. This flow extracts the uploader email and tags the card automatically so account managers can triage and start work same day.