Add inbound client emails to central tracker and sheet
Add inbound client emails to central tracker and sheet
Your inbound client emails sit in personal inboxes, leaving coordinators without message context or status. This centralizes those messages into a tracker so coordinators can update cases same day.
Overview
Inbound client emails often sit in inboxes and erode response speed; this flow captures those messages into a single tracker so coordinators always see thread context. That means tracker rows and the central sheet reflect new messages within minutes, enabling same-day triage.