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Create records from incoming email attachments for intake

Create records from incoming email attachments for intake

Your inbox attachments arrive untracked, causing intake files to be missed and slowing coordinator triage. It saves attachments as searchable table records so coordinators can act the same day.

Create records from incoming email attachments for intake

Overview

Untracked attachments sink intake speed and force coordinators to hunt through inbox threads. This workflow centralizes those files as searchable records, reducing lookup time and enabling same-day triage for program coordinators and operations staff.

Create records from incoming email attachments for intake