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Create follow-up task from floor request emails for reps

Create follow-up task from floor request emails for reps

Your floor study and plan-change request emails arrive untriaged, delaying quotes and next steps for clients. It creates assigned follow-up tasks with dates so reps act within three days.

Create follow-up task from floor request emails for reps

Overview

Inbound floor or plan-change requests often sit untriaged and delay quotes; this flow turns each qualifying email into a tracked task. By extracting client and supplier details and setting a three-day follow-up date, your reps get clear ownership and customers get faster responses.

Create follow-up task from floor request emails for reps