Add labeled case emails to a matter tracking sheet
Add labeled case emails to a matter tracking sheet
Your labeled case emails go uncounted, leaving investigators without a quick date view and delaying follow-up. Log subjects and dates to a shared sheet so counts and review are available same day.
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Overview
Untracked case emails create follow-up gaps and billing uncertainty for your investigators. This workflow captures each labeled message with a formatted date into a shared tracking sheet so counts and review are ready the same day.