Attach email files to deal records and create tasks
Attach email files to deal records and create tasks
Your case-related email attachments sit in a label and don't reach deal records, delaying case review. Files attach to the matching deal and a follow-up task is created for handlers within 24 hours.
Overview
Stop attachments getting stuck in inbox labels and missing from the deal record — your reps and claims handlers need immediately accessible evidence. This flow automatically attaches qualifying email files to the matching deal and creates a high-priority task, getting cases ready within 24 hours for SLA-driven reviews.