Create SMS notification records from new email logs
Create SMS notification records from new email logs
Your incoming admin email logs lack linked contact details, leaving case outreach unqueued and delaying client follow-up. It queues SMS contact records so coordinators can reach clients same day.
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Overview
If admin email logs don’t automatically produce contact tasks, coordinators spend hours manually queuing outreach. This workflow extracts case context, finds client numbers, and creates queued SMS records so outreach happens same day and cases stay on schedule.