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Create client message records from new inbox emails

Create client message records from new inbox emails

Your client emails are buried under automated notices, hiding billable conversations. Capture and link those emails to client records so consultants and billing staff can act same day.

Create client message records from new inbox emails

Overview

Stop losing billable context in a crowded inbox—this flow captures client-focused emails, filters automated noise, and links messages to client records. Consultants and billing staff will have searchable context same day so follow-up and invoicing happen without delay.

Create client message records from new inbox emails