Create deal records from tagged support emails automatically

Your support inbox holds reservation and billing emails that aren't tracked as deals. Capture them into deal records so support and account managers can act within minutes.

Overview

Support inboxes often contain revenue-touch requests like reservations and billing that go untracked; this flow captures those threads as deal records and creates a concise internal summary for agents. The result: fewer missed upsells and follow-ups, and actionable records ready within minutes.