Attach client files to CRM and generate tasks
Attach client files to CRM and generate tasks
Your client emails with attachments lack folder links or CRM notes, leaving advisors without context. Files are stored in client folders and a CRM note is created so advisors have context same day.
Overview
Incoming client emails with attachments often leave advisors hunting for documents; this flow files attachments into the correct client folder and logs a CRM note so advisors get context the same day. When a folder or link is missing, it creates a prioritized follow-up task so IT or admins can triage quickly.