Create visa case PDF from qualifying intake emails

Your visa notification emails arrive unfiled, creating inconsistent case records and slowing review and invoicing. Create and store a standardized PDF so staff have ready records the same day.

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Overview

When important case notices land in a busy inbox, inconsistent filing delays reviews, client updates, and billing. This flow converts qualifying messages into standardized PDFs and files them into your shared folder so case managers and billing staff have ready records the same day.