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Create triage tasks from sent referral emails to inbox

Create triage tasks from sent referral emails to inbox

Your referral emails in Sent Items aren't creating tasks, stalling coordinator review and hiding attachments. You get triage tasks with summaries and links so teams act same day.

Create triage tasks from sent referral emails to inbox

Overview

Stop referral messages sitting idle in Sent Items; this flow turns each sent referral into a triage task with an AI summary, attachment link, and tracking record. Referral coordinators can review and assign cases same day, reducing handover delays.

Create triage tasks from sent referral emails to inbox