Enrich enquiry tasks with parsed contact and source details

Your enquiry tasks arrive as unstructured notes, hiding contact emails and source details needed for triage. This fills task fields with parsed email and source so reps can act same day.

Overview

When enquiry submissions come in as free-form task descriptions, reps waste time hunting for contact details and source context. This workflow scrubs and standardizes those fields and writes them back to the task so intake and sales can triage and follow up the same day.