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Create intake and callback tasks from incoming emails

Create intake and callback tasks from incoming emails

Your patient sign-up emails arrive unstructured in your inbox, delaying triage and outreach for new coaching requests. The workflow creates intake and callback items so coordinators can act same day.

Create intake and callback tasks from incoming emails

Overview

Unstructured patient sign-ups in inboxes slow down coordinators and create avoidable follow-ups. This flow captures qualifying emails, extracts contact and scheduling details, and creates intake or callback items so coordinators can respond same day. Implementing it frees program staff from manual triage and shortens outreach time.

Create intake and callback tasks from incoming emails