Extract referral info from Slack, create client record in Builder Prime, and notify via email

Extract referral information from Slack messages, create a client record in Builder Prime, and notify your team via email. This process accelerates client onboarding and improves communication efficiency.

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Overview

Extract referral information from Slack messages, create a client record in Builder Prime, and notify your team via email. This process accelerates client onboarding and improves communication efficiency.

Extract referral info from Slack, create client record in Builder Prime, and notify via email