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Create triage tasks from incoming clinician referral emails

Create triage tasks from incoming clinician referral emails

Your referral emails pile in the shared inbox, blocking timely case intake for program coordinators. It creates project tasks from qualifying emails so coordinators can act same day.

Create triage tasks from incoming clinician referral emails

Overview

Untriaged clinician and referrer messages are a common cause of intake delays and duplicated admin work. This flow turns qualifying emails into ready-to-action project tasks with context so your program coordinators can triage and assign referrals faster, often the same day.

Create triage tasks from incoming clinician referral emails