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Create triage request records from new inbox emails

Create triage request records from new inbox emails

Your client and benefits emails sit untracked in the inbox, delaying request triage and assignment. Capture them as structured request records so account managers can triage and assign the same day.

Create triage request records from new inbox emails

Overview

Inbox requests for client benefits and policy work often sit untriaged, causing delayed responses and manual follow-ups. This workflow captures each incoming message as a structured request record so account managers can see, prioritize, and assign work within minutes for same-day handling.

Create triage request records from new inbox emails