Ensure credit applications become finance tasks for sales ops

Sales ops miss credit applications in shared inboxes, causing delayed triage and underwriting risk. Convert each credit application email into a finance task so finance can triage immediately.

Overview

Untracked credit application emails create underwriting risk and slow approvals. This workflow turns every "New credit application" message into a tracked finance task so finance can triage without inbox monitoring. Finance teams report faster triage and fewer missed submissions.

Notable Features

Create finance tasks from emails
Assign each task to finance queue
Notify stakeholders of new applications