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Attach receipt emails to matching tickets and flag pending

Attach receipt emails to matching tickets and flag pending

Your incoming filing receipts arrive as unlinked emails, leaving tickets missing attachments and context for case teams. Attach files and set status so agents get full case records same day.

Attach receipt emails to matching tickets and flag pending

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Overview

When filing receipts land as plain emails, agents spend valuable time hunting attachments and case context. This flow links each receipt to its ticket, attaches files, and flags the ticket for next steps so cases move forward within minutes and outreach SLAs are easier to meet.

Attach receipt emails to matching tickets and flag pending