Create intake records from labeled referral emails quickly
Create intake records from labeled referral emails quickly
Intake referral emails arrive unstructured, leaving coordinators without details for triage. It captures emails, extracts numbers and attachments, and saves a record for same-day triage.
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Overview
Inbox referrals often lack structure, forcing coordinators to hunt for IDs and attachments. This flow captures labeled emails, extracts numeric identifiers and attachments, and writes a structured intake record so your team can triage cases same day.