Append incoming client emails to matching project records
Append incoming client emails to matching project records
Client emails sit unlinked in your inbox, creating context gaps for land-management projects. Attaching those emails to project records gives consultants full context and faster replies same day.
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Overview
When client emails aren't tied to project files, consultants waste time hunting for context and risk delayed recommendations. This flow appends emails to the correct project record so consultants see full context and can respond the same day.