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Create trial request records from email and notify ops

Create trial request records from email and notify ops

Siloed trial request emails make it hard for your onboarding coordinators to triage requests quickly. Create structured intake records and team alerts so requests are ready for same-day triage.

Create trial request records from email and notify ops

Overview

When trial request emails arrive unstructured, onboarding coordinators spend time extracting details instead of scheduling access. This flow captures parsed fields, creates a structured intake record, and alerts your ops channel so requests are ready for same-day triage.

Create trial request records from email and notify ops