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Create project intake records from new inbox emails

Create project intake records from new inbox emails

Your project request emails sit unlogged in inboxes, causing triage delays and missed details. Create intake records so coordinators can triage and assign work the same day.

Create project intake records from new inbox emails

Overview

When project emails arrive untracked, triage stalls and handoffs become unclear; this flow captures those emails as structured intake records. Project managers and coordinators see vetted requests in their tracker within minutes, enabling same-day assignment and clearer handoffs.

Create project intake records from new inbox emails