For project managers: route enrollment emails to reviewers
For project managers: route enrollment emails to reviewers
Project managers triaging enrollment emails miss assignment cues, leaving reviewer work unclaimed. It creates assigned review tasks from emails and alerts reviewers so attachments get processed.
Overview
Project managers risk missed enrollment checks when emails pile up and manual routing is required. This workflow turns each enrollment email into a routed review task and notifies the right reviewer, eliminating manual triage. The result is faster handoffs, zero missed follow-ups, and reliable attachment processing.
Notable Features
- Create tasks from enrollment emails
- Route tasks to correct reviewer
- Include email attachments in tasks