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Create email log and update project tracker for inbound messages

Create email log and update project tracker for inbound messages

Inbound client emails sit in personal inboxes, leaving coordinators without searchable message history. It logs each message and updates the project tracker so coordinators have context the same day.

Create email log and update project tracker for inbound messages

Overview

When client messages live in inboxes, coordinators lose the context needed to drive projects forward. This flow centralizes each inbound message into a searchable log and updates the project tracker so your coordinators get the right context same day and reduce blind-status handoffs.

Create email log and update project tracker for inbound messages