Add incoming client email records to central spreadsheet
Add incoming client email records to central spreadsheet
Your inbound client emails sit untracked in inboxes, scattering context and slowing response for coordinators. Coordinators can triage and follow up same day.
Overview
Inbound client emails often live in personal inboxes and miss the team’s tracker, delaying responses and wasting coordinator time. This flow centralizes those messages into timestamped sheet rows so coordinators can triage and follow up same day.