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Create client email records from your sent messages

Create client email records from your sent messages

Your sent client emails sit unstructured, burying action items and delaying follow-ups. Capture summaries and action items into a central table so consultants can act same day.

Create client email records from your sent messages

Overview

Outgoing client emails often contain the next steps and billing context your consultants need, but that information lives scattered in inboxes. This workflow extracts summaries and action items, logs them to a searchable table, and forwards cleaned copies so your team can review and act the same day.

Create client email records from your sent messages