Skip to content
Log inSign up
Templates
Create intake tasks from new referral emails automatically

Create intake tasks from new referral emails automatically

You get referral emails that sit in your inbox, leaving intake details untracked and slowing booking. This captures each referral as an intake task so coordinators can act on bookings same day.

Create intake tasks from new referral emails automatically

Overview

Referral emails often sit in a shared inbox and stall bookings; this flow captures each referral as a structured intake task so nothing slips through. It gives coordinators the context and assignment they need to convert referrals into bookings same day.

Create intake tasks from new referral emails automatically