File inbound enquiry emails and mark records filed
File inbound enquiry emails and mark records filed
Your enquiry emails sit unfiled and intake rows stay out of sync, causing duplicate handling and unclear ownership. Files are moved and intake records updated so coordinators can follow up same day.
Overview
Unfiled enquiries clutter inboxes and leave intake records stale, forcing coordinators to chase context. This flow files each message and marks the intake record so coordinators get a clean inbox and accurate status for same-day follow-up.