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Create email log entries from client messages for advisors

Create email log entries from client messages for advisors

Your inbound client emails sit in inboxes, making past conversations hard to find and delaying advisor handoffs. Centralize messages into a searchable sheet so coordinators can triage same day.

Create email log entries from client messages for advisors

Overview

Untracked inbound emails leave advisors without context and slow client follow-up. This flow captures and timestamps those messages into a central sheet so program coordinators have a searchable record to triage and respond the same day.

Create email log entries from client messages for advisors