Create structured email records from inbound client messages
Create structured email records from inbound client messages
Your inbound client and candidate emails sit untracked in your inbox, delaying outreach and meeting prep. Capture and link them to a central records base so you can triage and reply same day.
Overview
When client emails arrive without context, follow-ups and meeting prep stall. This workflow captures each inbound message as a structured record and links it to any existing contact so your coordinators can triage and reply same day.